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.
Lima has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Lima, Ohio have an average of 0 years of experience.
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 | 2500 Shawnee Road, Suite A Lima, OH, 45806 | $430,821,462 | 973 | 2 | A percentage of AUM |
2 | 3605 Shawnee Road, Lima, OH, 45806 | $251,816,694 | 324 | 2 | A percentage of AUM |
3 | 2100 Lost Creek Boulevard, Lima, OH, 45804 | $175,978,226 | 895 | 2 | A percentage of AUM, Hourly charges, Other (TAX PREPARATION) |
QualificationsFirm CRD# 321659
Assets Under Management $430,821,462
No. Of Clients973
Clients Per Financial Advisor487
TRUEBLOOD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lima, Ohio. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 973 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145088
Assets Under Management $251,816,694
No. Of Clients324
Clients Per Financial Advisor162
HARDY & HARDY CO LLC is a financial advisory firm situated in Lima, Ohio. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293131
Assets Under Management $175,978,226
No. Of Clients895
Clients Per Financial Advisor448
RESERVOIR WEALTH MANAGEMENT is a financial advisory firm situated in Lima, Ohio. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 895 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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