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 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 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 Dublin, Ohio
Last Updated - April 25, 2025Dublin has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Dublin, Ohio have an average of 26 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Dublin, Ohio
VERIFIEDBrian 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
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Dublin, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6125 Memorial Drive, Dublin, OH, 43017 | $54,569,476,420 | 741 | 48 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 6125 Memorial Drive, Dublin, OH, 43017 | $2,420,073,659 | 1331 | 33 | A percentage of AUM, Fixed fees |
| 3 | 535 Metro Place South, Suite 100 Dublin, OH, 43017 | $1,445,557,781 | 4645 | 47 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 6125 Memorial Dr, Dublin, OH, 43017 | $1,442,357,951 | 3713 | 52 | A percentage of AUM, Fixed fees |
| 5 | 475 Metro Place S., Suite 460 Dublin, OH, 43017 | $1,390,058,390 | 3082 | 16 | A percentage of AUM, Fixed fees |
| 6 | 6555 Longshore Street, Suite 220 Dublin, OH, 43017 | $1,080,336,882 | 12 | 45 | A percentage of AUM |
| 7 | 4995 Bradenton Ave., Suite 210, Dublin, OH, 43017 | $722,331,263 | 600 | 8 | A percentage of AUM, Fixed fees |
| 8 | 5850 Venture Drive, Suite A Dublin, OH, 43017 | $441,210,106 | 1348 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 9 | 485 Metro Place South, Suite 100 Dublin, OH, 43017 | $408,972,052 | 1446 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 6515 Longshore Loop, Suite 100 Dublin, OH, 43017 | $342,365,235 | 527 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 270 Bradenton Avenue, Dublin, OH, 43017 | $310,932,597 | 2183 | 31 | Fixed fees |
| 12 | 5060 Parkcenter Ave., Suite A Dublin, OH, 43017 | $242,909,171 | 974 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 6215 Emerald Parkway, Unit 1 Dublin, OH, 43016 | $142,527,813 | 930 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 6099 Frantz Road, Dublin, OH, 43017 | $128,834,355 | 952 | 3 | A percentage of AUM, Fixed fees, Other (REFERRAL FEES) |
| 15 | 6277 Riverside Drive, Suite 2n Dublin, OH, 43017 | $128,354,287 | 151 | 4 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Dublin, Ohio
QualificationsFirm CRD# 106816
Assets Under Management $54,569,476,420
No. Of Clients741
Clients Per Financial Advisor15
MEEDER PUBLIC FUNDS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $55B assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 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 vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (CASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING)
QualificationsFirm CRD# 105794
Assets Under Management $2,420,073,659
No. Of Clients1331
Clients Per Financial Advisor40
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 1331 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107091
Assets Under Management $1,445,557,781
No. Of Clients4645
Clients Per Financial Advisor99
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 4645 clients. The team consists of 47 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 106814
Assets Under Management $1,442,357,951
No. Of Clients3713
Clients Per Financial Advisor71
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 3713 clients. The team consists of 52 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106895
Assets Under Management $1,390,058,390
No. Of Clients3082
Clients Per Financial Advisor193
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 3082 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 322039
Assets Under Management $1,080,336,882
No. Of Clients12
Clients Per Financial Advisor0
STRIVE ASSET MANAGEMENT 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 12 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
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 119859
Assets Under Management $722,331,263
No. Of Clients600
Clients Per Financial Advisor75
ADVANCED ASSET MANAGEMENT ADVISORS, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $722M 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 119695
Assets Under Management $441,210,106
No. Of Clients1348
Clients Per Financial Advisor270
CONSOLIDATED FINANCIAL is a financial advisory firm situated in Dublin, Ohio. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1348 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 173079
Assets Under Management $408,972,052
No. Of Clients1446
Clients Per Financial Advisor145
KEELER & NADLER FAMILY WEALTH is a financial advisory firm situated in Dublin, Ohio. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1446 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 332827
Assets Under Management $342,365,235
No. Of Clients527
Clients Per Financial Advisor132
LECLAIR WEALTH PARTNERS is a financial advisory firm situated in Dublin, Ohio. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 283588
Assets Under Management $310,932,597
No. Of Clients2183
Clients Per Financial Advisor70
GOLDEN RESERVE RETIREMENT, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2183 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 163701
Assets Under Management $242,909,171
No. Of Clients974
Clients Per Financial Advisor108
RETIREMENT STRATEGIES, LTD. is a financial advisory firm situated in Dublin, Ohio. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 974 clients. The team consists of 9 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 290276
Assets Under Management $142,527,813
No. Of Clients930
Clients Per Financial Advisor78
HERITAGE WEALTH PARTNERS, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 clients. The team consists of 12 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 284613
Assets Under Management $128,834,355
No. Of Clients952
Clients Per Financial Advisor317
SAFE HARBOR WEALTH ADVISORS, LLC is a financial advisory firm situated in Dublin, Ohio. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 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
- Other (REFERRAL FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 130867
Assets Under Management $128,354,287
No. Of Clients151
Clients Per Financial Advisor38
COMPASS FINANCIAL GROUP, INC. is a financial advisory firm situated in Dublin, Ohio. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
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 Avon, 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 Groveport, 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 Westlake, Ohio
- Retirement Planners in Youngstown, Ohio
Looking for more choices? Use our free match service to compare retirement planners serving your area.