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 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 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 Independence, Ohio
Last Updated - April 13, 2024Independence has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Independence, Ohio have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Independence, Ohio
VERIFIEDJames Elios
CLU®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJonathan Kesselman
JD, CFP®, CDFA®
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
VERIFIEDJeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDKevin 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Independence, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | IDR INVESTMENT MANAGEMENT, LLC 3 Summit Park Drive, Suite 450 Independence, OH, 44131 | $5,462,600,375 | 5 | 12 | A Percentage of AUM |
| 2 | FAIRWAY WEALTH MANAGEMENT LLC 6055 Rockside Woods Blvd., Suite 330 Independence, OH, 44131 | $1,652,486,003 | 266 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | STRATEGIC WEALTH PARTNERS, LTD. 5005 Rockside Road, Suite 1200 Independence, OH, 44131-6829 | $795,833,306 | 2393 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | EDGEWATER CAPITAL PARTNERS 5005 Rockside Road, Ph 1300 Independence, OH, 44131 | $366,074,704 | 4 | 18 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 5 | ENZA FINANCIAL, LLC 6450 Rockside Woods Blvd S, Suite 150 Independence, OH, 44131 | $110,790,278 | 180 | 5 | A Percentage of AUM, Hourly charges, Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES) |
Information on Top Retirement Planning firms in Independence, Ohio
QualificationsFirm CRD# 286208
Assets Under Management $5,462,600,375
No. Of Clients5
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 5 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
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 311031
Assets Under Management $1,652,486,003
No. Of Clients266
Clients Per Financial Advisor16
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 266 clients. The team consists of 17 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
- Selection of Other Advisors
QualificationsFirm CRD# 148586
Assets Under Management $795,833,306
No. Of Clients2393
Clients Per Financial Advisor120
STRATEGIC WEALTH PARTNERS, LTD. is a financial advisory firm situated in Independence, Ohio. With a nearly $796M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2393 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 162735
Assets Under Management $366,074,704
No. Of Clients4
Clients Per Financial Advisor0
EDGEWATER CAPITAL PARTNERS is a financial advisory firm situated in Independence, Ohio. With a nearly $366M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 18 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
QualificationsFirm CRD# 315827
Assets Under Management $110,790,278
No. Of Clients180
Clients Per Financial Advisor36
ENZA FINANCIAL, LLC is a financial advisory firm situated in Independence, Ohio. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 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
- Other (TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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 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 Maumee, Ohio
- Retirement Planners in West Chester, Ohio
- Retirement Planners in Westlake, Ohio
Looking for more choices? Use our free match service to compare retirement planners serving your area.