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Find Retirement Advisors for Retirement Planning in Dayton, 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 Dayton, Ohio

Last Updated - May 23, 2024

Dayton has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Dayton, Ohio have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Dayton, Ohio

advisor-photo
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Doug 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

advisor-photo
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David Bailey
Edelman Financial Engines, LLC

Qualifications
CRD# 4175828
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Rick 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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vector.svg VERIFIED

Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning LLC.

Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Minimum Assets Required
$5,000

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Tom Nemec
CMFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 3063208
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 12 Retirement Planning firms in Dayton, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BEACON CAPITAL MANAGEMENT, INC.
7777 Washington Village Drive, Suite 280
Dayton, OH, 45459
$4,922,296,3851637225
A Percentage of AUM
2
EUBEL BRADY & SUTTMAN
10100 Innovation Drive, Suite 410
Dayton, OH, 45342
$1,810,575,256176033
A Percentage of AUM, Performance Based, Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.)
3
BUCKINGHAM CAPITAL MANAGEMENT, INC.
6856 Loop Road,
Dayton, OH, 45459
$741,910,812304716
A Percentage of AUM, Hourly charges, Fixed Fees
4
DOVER PARTNERS INC
476 Windsor Park Dr.,
Dayton, OH, 45459-4111
$394,856,614383
A Percentage of AUM, Fixed Fees
5
JESSUP WEALTH MANAGEMENT
35 Park Avenue,
Dayton, OH, 45419
$210,377,03641511
A Percentage of AUM, Hourly charges, Fixed Fees
6
ANDERSON FINANCIAL STRATEGIES, LLC
2500 Stratacache Tower, 40 N Main St.
Dayton, OH, 45423
$205,617,0484696
A Percentage of AUM, Hourly charges, Fixed Fees
7
BLAKE SCHUTTER WEALTH
7777 Washington Village Dr., Suite 120
Dayton, OH, 45459
$195,748,7361155
A Percentage of AUM, Hourly charges, Fixed Fees
8
TUDOR FINANCIAL, INC.
8111 Timberlodge Trail,
Dayton, OH, 45458-2103
$185,228,7796686
A Percentage of AUM, Hourly charges, Fixed Fees
9
KAPSTONE FINANCIAL ADVISORS LLC
7501 East Paragon Road, Suite. 200
Dayton, OH, 45459
$182,607,1868904
A Percentage of AUM
10
MONETARY SOLUTIONS, LTD.
3066 Kettering Blvd,
Dayton, OH, 45439
$116,803,3751372
A Percentage of AUM, Hourly charges, Fixed Fees
11
RICHVIEW ADVISORS
3110 Kettering Boulevard,
Dayton, OH, 45439-1924
$66,558,78342
A Percentage of AUM
12
BUCKINGHAM FINANCIAL GROUP, INC.
6856 Loop Rd.,
Dayton, OH, 45459
$0013
Hourly charges, Fixed Fees, Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

Information on Top Retirement Planning firms in Dayton, Ohio

QualificationsFirm CRD# 120641

Assets Under Management $4,922,296,385

No. Of Clients16372

Clients Per Financial Advisor655

BEACON CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16372 clients. The team consists of 25 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
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 107316

Assets Under Management $1,810,575,256

No. Of Clients1760

Clients Per Financial Advisor53

EUBEL BRADY & SUTTMAN is a financial advisory firm situated in Dayton, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1760 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 117984

Assets Under Management $741,910,812

No. Of Clients3047

Clients Per Financial Advisor190

BUCKINGHAM CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3047 clients. The team consists of 16 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105133

Assets Under Management $394,856,614

No. Of Clients38

Clients Per Financial Advisor13

DOVER PARTNERS INC is a financial advisory firm situated in Dayton, Ohio. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 3 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 Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 323035

Assets Under Management $210,377,036

No. Of Clients415

Clients Per Financial Advisor38

JESSUP WEALTH MANAGEMENT is a financial advisory firm situated in Dayton, Ohio. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 415 clients. The team consists of 11 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290343

Assets Under Management $205,617,048

No. Of Clients469

Clients Per Financial Advisor78

ANDERSON FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Dayton, Ohio. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 469 clients. The team consists of 6 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 292661

Assets Under Management $195,748,736

No. Of Clients115

Clients Per Financial Advisor23

BLAKE SCHUTTER WEALTH is a financial advisory firm situated in Dayton, Ohio. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 5 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 121495

Assets Under Management $185,228,779

No. Of Clients668

Clients Per Financial Advisor111

TUDOR FINANCIAL, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 668 clients. The team consists of 6 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 318885

Assets Under Management $182,607,186

No. Of Clients890

Clients Per Financial Advisor223

KAPSTONE FINANCIAL ADVISORS LLC is a financial advisory firm situated in Dayton, Ohio. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 890 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 121217

Assets Under Management $116,803,375

No. Of Clients137

Clients Per Financial Advisor69

MONETARY SOLUTIONS, LTD. is a financial advisory firm situated in Dayton, Ohio. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 2 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 281449

Assets Under Management $66,558,783

No. Of Clients4

Clients Per Financial Advisor2

RICHVIEW ADVISORS is a financial advisory firm situated in Dayton, Ohio. With a nearly $67M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 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
View Full Profile

QualificationsFirm CRD# 117982

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

BUCKINGHAM FINANCIAL GROUP, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees
  • Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

Financial Planning Services

  • Financial Planning
  • Educational Seminars/ Workshops
View Full Profile

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