Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Cincinnati, Ohio
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Cincinnati, Ohio
Last Updated - October 8, 2024Cincinnati has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 80 non-vetted advisors in your local area. These retirement advisors in Cincinnati, Ohio have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Cincinnati, Ohio
VERIFIEDDan Brown
CWS
National Wealth Management Group / LPL Financial
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJourney Advisory Group
CPA, CFP®, CMT®, CFA®
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMark Josaitis
ChFC®
Barnwood Capital Management
Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
CRD# 5169351
Firm CRD# 304207
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDDoug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Cincinnati, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202 | $71,037,804,050 | 1405 | 151 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 2 | TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203 | $23,643,699,112 | 40 | 83 | A Percentage of AUM |
| 3 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") 301 East Fourth Street, 27th Floor, Cincinnati, OH, 45202 | $19,958,935,000 | 51 | 23 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | FEG 201 East Fifth Street, Suite 1600 Cincinnati, OH, 45202 | $16,616,287,284 | 174 | 130 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | BAHL & GAYNOR INC 255 East Fifth Street, Suite 2700 Cincinnati, OH, 45202 | $16,346,243,189 | 2870 | 63 | A Percentage of AUM, Fixed Fees |
| 6 | JOHNSON INVESTMENT COUNSEL, INC. 3777 West Fork Road, Cincinnati, OH, 45247 | $16,313,911,333 | 14346 | 131 | A Percentage of AUM, Fixed Fees |
| 7 | GATEWAY INVESTMENT ADVISERS, LLC 312 Walnut Street, Suite 3500 Cincinnati, OH, 45202-9834 | $8,592,744,527 | 46 | 21 | A Percentage of AUM, Fixed Fees |
| 8 | FIFTH THIRD SECURITIES, INC. 34 Fountain Square Plaza, Md 1090am Cincinnati, OH, 45263 | $7,311,047,248 | 41519 | 1205 | A Percentage of AUM |
| 9 | REDTREE INVESTMENT GROUP 5050 Section Avenue, Suite 420 Cincinnati, OH, 45212 | $7,240,028,513 | 455 | 8 | A Percentage of AUM, Fixed Fees |
| 10 | BARTLETT & CO. WEALTH MANAGEMENT LLC 600 Vine Street, Suite 2100 Cincinnati, OH, 45202-2466 | $6,948,868,876 | 5301 | 71 | A Percentage of AUM, Fixed Fees |
| 11 | TRUEPOINT, INC. 9999 Carver Road, Suite 200 Cincinnati, OH, 45242 | $4,210,571,024 | 8663 | 81 | A Percentage of AUM, Fixed Fees |
| 12 | CONSTELLATION WEALTH ADVISORS 255 East Fifth St., Suite 3000 Cincinnati, OH, 45202 | $3,047,335,087 | 1975 | 30 | A Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based |
| 13 | PCA INVESTMENT ADVISORY SERVICES, INC. 2133 Luray Avenue, Cincinnati, OH, 45206 | $2,542,928,756 | 1777 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE)) |
| 14 | CINCINNATI ASSET MANAGEMENT INC 8845 Governor'S Hill Drive, Suite 230 Cincinnati, OH, 45249-3317 | $2,325,063,034 | 6437 | 15 | A Percentage of AUM |
| 15 | ON INVESTMENT MANAGEMENT CO One Financial Way, Cincinnati, OH, 45242 | $2,078,480,898 | 12239 | 256 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Cincinnati, Ohio
QualificationsFirm CRD# 107126
Assets Under Management $71,037,804,050
No. Of Clients1405
Clients Per Financial Advisor9
FORT WASHINGTON INVESTMENT ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1405 clients. The team consists of 151 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107028
Assets Under Management $23,643,699,112
No. Of Clients40
Clients Per Financial Advisor0
TOUCHSTONE ADVISORS INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 161853
Assets Under Management $19,958,935,000
No. Of Clients51
Clients Per Financial Advisor2
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 121658
Assets Under Management $16,616,287,284
No. Of Clients174
Clients Per Financial Advisor1
FEG is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106139
Assets Under Management $16,346,243,189
No. Of Clients2870
Clients Per Financial Advisor46
BAHL & GAYNOR INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2870 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 117054
Assets Under Management $16,313,911,333
No. Of Clients14346
Clients Per Financial Advisor110
JOHNSON INVESTMENT COUNSEL, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14346 clients. The team consists of 131 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 146681
Assets Under Management $8,592,744,527
No. Of Clients46
Clients Per Financial Advisor2
GATEWAY INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 628
Assets Under Management $7,311,047,248
No. Of Clients41519
Clients Per Financial Advisor34
FIFTH THIRD SECURITIES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41519 clients. The team consists of 1205 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 171615
Assets Under Management $7,240,028,513
No. Of Clients455
Clients Per Financial Advisor57
REDTREE INVESTMENT GROUP is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 292246
Assets Under Management $6,948,868,876
No. Of Clients5301
Clients Per Financial Advisor75
BARTLETT & CO. WEALTH MANAGEMENT LLC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5301 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105664
Assets Under Management $4,210,571,024
No. Of Clients8663
Clients Per Financial Advisor107
TRUEPOINT, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8663 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 147253
Assets Under Management $3,047,335,087
No. Of Clients1975
Clients Per Financial Advisor66
CONSTELLATION WEALTH ADVISORS is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1975 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 123475
Assets Under Management $2,542,928,756
No. Of Clients1777
Clients Per Financial Advisor178
PCA INVESTMENT ADVISORY SERVICES, INC. is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1777 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
- Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 104946
Assets Under Management $2,325,063,034
No. Of Clients6437
Clients Per Financial Advisor429
CINCINNATI ASSET MANAGEMENT INC is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6437 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 105662
Assets Under Management $2,078,480,898
No. Of Clients12239
Clients Per Financial Advisor48
ON INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Cincinnati, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12239 clients. The team consists of 256 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Akron, Ohio
- Retirement Planners in Beachwood, Ohio
- Retirement Planners in Canton, Ohio
- Retirement Planners in Cincinnati, Ohio
- Retirement Planners in Columbus, Ohio
- Retirement Planners in Dayton, Ohio
- Retirement Planners in Dublin, Ohio
- Retirement Planners in Maumee, Ohio
- Retirement Planners in Miamisburg, Ohio
- Retirement Planners in Richfield, Ohio
- Retirement Planners in West Chester, Ohio
- Retirement Planners in Westerville, Ohio
- Retirement Planners in Westlake, Ohio
- Retirement Planners in Youngstown, Ohio
Looking for more choices? Use our free match service to compare retirement planners serving your area.