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Find Retirement Advisors for Retirement Planning in Mansfield, Ohio
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Finding the Best Retirement Planners in Mansfield, Ohio
Last Updated - April 11, 2024Mansfield 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 Mansfield, Ohio have an average of 10 years of experience.
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List of Qualified Retirement Planning Advisors in Mansfield, Ohio
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Mansfield, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PINNACLE WEALTH PLANNING SERVICES, INC. 6 West 3rd St., Ste 100 Mansfield, OH, 44902 | $1,609,402,664 | 2743 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | EXPAND FINANCIAL, LLC 630 Lexington Avenue, Mansfield, OH, 44907 | $931,897,408 | 1241 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF TOTAL PLAN ASSETS) |
| 3 | WHITAKER-MYERS WEALTH MANAGERS, LTD. 1485 Lexington Ave., Mansfield, OH, 44907 | $313,280,725 | 5690 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES) |
Information on Top Retirement Planning firms in Mansfield, Ohio
QualificationsFirm CRD# 106817
Assets Under Management $1,609,402,664
No. Of Clients2743
Clients Per Financial Advisor110
PINNACLE WEALTH PLANNING SERVICES, INC. is a financial advisory firm situated in Mansfield, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2743 clients. The team consists of 25 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 152515
Assets Under Management $931,897,408
No. Of Clients1241
Clients Per Financial Advisor310
EXPAND FINANCIAL, LLC is a financial advisory firm situated in Mansfield, Ohio. With a nearly $932M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1241 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
- Other (PERCENTAGE OF TOTAL PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 286093
Assets Under Management $313,280,725
No. Of Clients5690
Clients Per Financial Advisor259
WHITAKER-MYERS WEALTH MANAGERS, LTD. is a financial advisory firm situated in Mansfield, Ohio. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5690 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SELECTION OF OTHER ADVISERS FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.