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

Last Updated - April 12, 2024

Dublin has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Dublin, Ohio have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Dublin, Ohio

advisor-photo
vector.svg VERIFIED

Brian Mills
CFP®
Mills Financial Planning,Inc.

Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions

advisor-photo
vector.svg VERIFIED

Andrew Hayek
Bluestone Wealth Partners / LPL Financial

Qualifications
CRD# 4390780
Firm CRD# 6413

Minimum Assets Required
Not Specified

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

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

Not Specified

Top 14 Retirement Planning firms in Dublin, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive,
Dublin, OH, 43017
$25,371,529,34951648
A Percentage of AUM, Hourly charges, Fixed Fees
2
MEEDER ASSET MANAGEMENT, INC.
6125 Memorial Drive,
Dublin, OH, 43017
$2,145,097,957156336
A Percentage of AUM, Fixed Fees
3
MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr,
Dublin, OH, 43017
$1,150,940,052377749
A Percentage of AUM, Fixed Fees
4
EVERHART ADVISORS
535 Metro Place South, Suite 100
Dublin, OH, 43017
$1,084,743,953410045
A Percentage of AUM, Hourly charges, Fixed Fees
5
PDS PLANNING INC
475 Metro Place S., Suite 460
Dublin, OH, 43017
$1,045,587,285285016
A Percentage of AUM, Fixed Fees
6
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
4995 Bradenton Ave., Suite 210,
Dublin, OH, 43017
$684,745,4476008
A Percentage of AUM, Fixed Fees
7
STRIVE ASSET MANAGEMENT
6555 Longshore Street, Suite 220
Dublin, OH, 43017
$663,313,107840
A Percentage of AUM
8
CONSOLIDATED FINANCIAL
5850 Venture Drive, Suite A
Dublin, OH, 43017
$379,000,00012345
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
9
KEELER & NADLER FAMILY WEALTH
485 Metro Place South, Suite 100
Dublin, OH, 43017
$337,186,081130710
A Percentage of AUM, Hourly charges, Fixed Fees
10
HERITAGE WEALTH PARTNERS, LLC
6215 Emerald Parkway, Unit 1
Dublin, OH, 43016
$227,269,986133211
A Percentage of AUM, Hourly charges, Fixed Fees
11
RETIREMENT STRATEGIES, LTD.
5060 Parkcenter Ave., Suite A
Dublin, OH, 43017
$173,767,0649147
A Percentage of AUM, Hourly charges, Fixed Fees
12
GOLDEN RESERVE RIA, LLC
270 Bradenton Avenue,
Dublin, OH, 43017
$109,235,46212179
Fixed Fees
13
JRP CAPITAL CORP
5100 Parkcenter Ave, Suite 120
Dublin, OH, 43017
$108,500,0001603
A Percentage of AUM, Fixed Fees
14
STRIVE ADVISORY, LLC
6555 Longshore Street, Suite 220
Dublin, OH, 43017
$008
Hourly charges, Subscription Fees, Fixed Fees, Other (FEE BASED ON VOLUME OF VOTES, WORK PRODUCT, OR LICENSING FEE)

Information on Top Retirement Planning firms in Dublin, Ohio

QualificationsFirm CRD# 106816

Assets Under Management $25,371,529,349

No. Of Clients516

Clients Per Financial Advisor11

MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 48 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 pooled Investment
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105794

Assets Under Management $2,145,097,957

No. Of Clients1563

Clients Per Financial Advisor43

MEEDER ASSET MANAGEMENT, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1563 clients. The team consists of 36 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
View Full Profile

QualificationsFirm CRD# 106814

Assets Under Management $1,150,940,052

No. Of Clients3777

Clients Per Financial Advisor77

MEEDER ADVISORY SERVICES, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3777 clients. The team consists of 49 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
View Full Profile

QualificationsFirm CRD# 107091

Assets Under Management $1,084,743,953

No. Of Clients4100

Clients Per Financial Advisor91

EVERHART ADVISORS is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4100 clients. The team consists of 45 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# 106895

Assets Under Management $1,045,587,285

No. Of Clients2850

Clients Per Financial Advisor178

PDS PLANNING INC is a financial advisory firm situated in Dublin, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2850 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 119859

Assets Under Management $684,745,447

No. Of Clients600

Clients Per Financial Advisor75

ADVANCED ASSET MANAGEMENT ADVISORS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $685M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 322039

Assets Under Management $663,313,107

No. Of Clients8

Clients Per Financial Advisor0

STRIVE ASSET MANAGEMENT is a financial advisory firm situated in Dublin, Ohio. With a nearly $663M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 40 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
View Full Profile

QualificationsFirm CRD# 119695

Assets Under Management $379,000,000

No. Of Clients1234

Clients Per Financial Advisor247

CONSOLIDATED FINANCIAL is a financial advisory firm situated in Dublin, Ohio. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1234 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
  • Commission Based

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# 173079

Assets Under Management $337,186,081

No. Of Clients1307

Clients Per Financial Advisor131

KEELER & NADLER FAMILY WEALTH is a financial advisory firm situated in Dublin, Ohio. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1307 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 290276

Assets Under Management $227,269,986

No. Of Clients1332

Clients Per Financial Advisor121

HERITAGE WEALTH PARTNERS, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1332 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
View Full Profile

QualificationsFirm CRD# 163701

Assets Under Management $173,767,064

No. Of Clients914

Clients Per Financial Advisor131

RETIREMENT STRATEGIES, LTD. is a financial advisory firm situated in Dublin, Ohio. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 914 clients. The team consists of 7 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
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 283588

Assets Under Management $109,235,462

No. Of Clients1217

Clients Per Financial Advisor135

GOLDEN RESERVE RIA, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1217 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 106285

Assets Under Management $108,500,000

No. Of Clients160

Clients Per Financial Advisor53

JRP CAPITAL CORP is a financial advisory firm situated in Dublin, Ohio. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 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
View Full Profile

QualificationsFirm CRD# 323937

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

STRIVE ADVISORY, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Other (FEE BASED ON VOLUME OF VOTES
  • WORK PRODUCT
  • OR LICENSING FEE)

Financial Planning Services

  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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