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

Last Updated - May 21, 2025

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.

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List of Qualified Retirement Planning Advisors in Independence, Ohio

advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

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, Hourly, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Gary Hannah
CFP®
Stratos Wealth Partners

Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

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

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, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Jonathan Kesselman
JD, CFP®
Kesselman Wealth Management

Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Kevin Kroskey
MBA, CFP®
True Wealth Design, LLC

Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Retirement Planning, Investment Advice & Management, Tax Advice and Services

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

Find An Advisor arrow-right
advisor

Qualifications
CRD# 6653328
Firm CRD# 312978

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 10 Retirement Planning firms in Independence, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3 Summit Park Drive, Suite 450
Independence, OH, 44131
$5,054,401,612614
A percentage of AUM
2

6055 Rockside Woods Blvd., Suite 330
Independence, OH, 44131
$2,347,110,47227220
A percentage of AUM, Hourly charges, Fixed fees
3

5005 Rockside Road, Suite 1200
Independence, OH, 44131-6829
$1,083,606,865310723
A percentage of AUM, Hourly charges, Fixed fees
4

6595 Brecksville Road, Suite 3
Independence, OH, 44131
$848,833,8061353
A percentage of AUM, Fixed fees
5

5005 Rockside Road, Ph 1300
Independence, OH, 44131
$572,097,621419
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
6

6050 Oak Tree Blvd., Suite 100
Independence, OH, 44131
$474,921,816174110
A percentage of AUM, Fixed fees
7

6450 Rockside Woods Blvd S, Suite 150
Independence, OH, 44131
$129,969,2892346
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
$127,911,7848615
A percentage of AUM, Fixed fees
9

5005 Rockside Road, Suite 230
Independence, OH, 44131
$103,178,7731165
A percentage of AUM, Fixed fees
10

5005 Rockside Road, Suite 1200
Independence, OH, 44131
$84,090,78116
A percentage of AUM

Information on Top Retirement Planning firms in Independence, Ohio

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
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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.

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
  • Selection for other advisors
  • Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)
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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.

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
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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.

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
  • Pesnsion consulting services
  • Other (OUTSOURCED CIO SERVICES)
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
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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.

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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (ADVISORY CONSULTING)
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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.

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 pooled investment vehicles
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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