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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 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 registration checks. 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 - February 7, 2025Dayton has 10 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 29 years of experience.
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List of Qualified Retirement Planning Advisors in Dayton, Ohio
VERIFIEDDoug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Minimum Assets Required
$1,000,000
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-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
CRD# 5169351
Firm CRD# 304207
Minimum Assets Required
$500,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
VERIFIEDDave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning
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
VERIFIEDRetirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA®
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Dayton, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 7777 Washington Village Drive, Suite 280 Dayton, OH, 45459 | $4,922,296,385 | 16372 | 25 | A Percentage of AUM |
| 2 | 10100 Innovation Drive, Suite 410 Dayton, OH, 45342 | $1,810,575,256 | 1760 | 33 | A Percentage of AUM, Performance Based, Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.) |
| 3 | 6856 Loop Road, Dayton, OH, 45459 | $741,910,812 | 3047 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | 476 Windsor Park Dr., Dayton, OH, 45459-4111 | $394,856,614 | 38 | 3 | A Percentage of AUM, Fixed Fees |
| 5 | 35 Park Avenue, Dayton, OH, 45419 | $210,377,036 | 415 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | 2500 Stratacache Tower, 40 N Main St. Dayton, OH, 45423 | $205,617,048 | 469 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | 7777 Washington Village Dr., Suite 120 Dayton, OH, 45459 | $195,748,736 | 115 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | 8111 Timberlodge Trail, Dayton, OH, 45458-2103 | $185,228,779 | 668 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | 7501 East Paragon Road, Suite. 200 Dayton, OH, 45459 | $182,607,186 | 890 | 4 | A Percentage of AUM |
| 10 | 3066 Kettering Blvd, Dayton, OH, 45439 | $116,803,375 | 137 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | 3110 Kettering Boulevard, Dayton, OH, 45439-1924 | $66,558,783 | 4 | 2 | A Percentage of AUM |
| 12 | 6856 Loop Rd., Dayton, OH, 45459 | $0 | 0 | 13 | 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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.