Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Independence has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Independence, Ohio have an average of 19 years of experience.
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Brian Davis
CEPA®, CLU®, CPFA, AIF®, ChFC®
Davis Wealth Management, LLC
Qualifications
CRD# 2264620
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Gary Hannah
CFP®
Stratos Wealth Partners
Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66
Minimum Assets Required
$100,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
James Elios
CLU®, AIF®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$500,000
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
Fee-Only, Hourly, Flat Fee, Based on Assets
Jonathan Kesselman
JD, CFP®
Kesselman Wealth Management
Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
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
Fee-Based, Based on Assets
Kevin Kroskey
MBA, CFP®
True Wealth Design, LLC
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Minimum Assets Required
$500,000
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Fee-Based
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
Fee-Based, Based on Assets
Qualifications
CRD# 6653328
Firm CRD# 312978
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3 Summit Park Drive, Suite 450 Independence, OH, 44131 | $5,054,401,612 | 6 | 14 | A percentage of AUM |
2 | 6055 Rockside Woods Blvd., Suite 330 Independence, OH, 44131 | $2,347,110,472 | 272 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 5005 Rockside Road, Suite 1200 Independence, OH, 44131-6829 | $1,083,606,865 | 3107 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 6595 Brecksville Road, Suite 3 Independence, OH, 44131 | $848,833,806 | 135 | 3 | A percentage of AUM, Fixed fees |
5 | 5005 Rockside Road, Ph 1300 Independence, OH, 44131 | $572,097,621 | 4 | 19 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
6 | 6050 Oak Tree Blvd., Suite 100 Independence, OH, 44131 | $474,921,816 | 1741 | 10 | A percentage of AUM, Fixed fees |
7 | 6450 Rockside Woods Blvd S, Suite 150 Independence, OH, 44131 | $129,969,289 | 234 | 6 | A percentage of AUM, Hourly charges, Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES) |
8 | 6100 Oak Tree Blvd South, Suite 130 Independence, OH, 44131 | $127,911,784 | 861 | 5 | A percentage of AUM, Fixed fees |
9 | 5005 Rockside Road, Suite 230 Independence, OH, 44131 | $103,178,773 | 116 | 5 | A percentage of AUM, Fixed fees |
10 | 5005 Rockside Road, Suite 1200 Independence, OH, 44131 | $84,090,781 | 1 | 6 | A percentage of AUM |
QualificationsFirm CRD# 286208
Assets Under Management $5,054,401,612
No. Of Clients6
Clients Per Financial Advisor0
IDR INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311031
Assets Under Management $2,347,110,472
No. Of Clients272
Clients Per Financial Advisor14
FAIRWAY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148586
Assets Under Management $1,083,606,865
No. Of Clients3107
Clients Per Financial Advisor135
STRATEGIC WEALTH PARTNERS, LTD. is a financial advisory firm situated in Independence, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3107 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162318
Assets Under Management $848,833,806
No. Of Clients135
Clients Per Financial Advisor45
RIVERVIEW RESEARCH, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $849M assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162735
Assets Under Management $572,097,621
No. Of Clients4
Clients Per Financial Advisor0
EDGEWATER CAPITAL PARTNERS is a financial advisory firm situated in Independence, Ohio. With a nearly $572M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 332507
Assets Under Management $474,921,816
No. Of Clients1741
Clients Per Financial Advisor174
PRASAD WEALTH PARTNERS is a financial advisory firm situated in Independence, Ohio. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1741 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315827
Assets Under Management $129,969,289
No. Of Clients234
Clients Per Financial Advisor39
ENZA FINANCIAL, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306236
Assets Under Management $127,911,784
No. Of Clients861
Clients Per Financial Advisor172
INDEPENDENCE WEALTH ADVISORS, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 861 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 329404
Assets Under Management $103,178,773
No. Of Clients116
Clients Per Financial Advisor23
GATEPASS CAPITAL, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 331314
Assets Under Management $84,090,781
No. Of Clients1
Clients Per Financial Advisor0
SWP INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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