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.
Mansfield has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Mansfield, 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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6 West 3rd St., Ste 100 Mansfield, OH, 44902 | $1,728,525,085 | 2850 | 30 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1485 Lexington Ave., Mansfield, OH, 44907 | $513,028,918 | 7714 | 33 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEES) |
QualificationsFirm CRD# 106817
Assets Under Management $1,728,525,085
No. Of Clients2850
Clients Per Financial Advisor95
PINNACLE ADVISORS 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 2850 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286093
Assets Under Management $513,028,918
No. Of Clients7714
Clients Per Financial Advisor234
WHITAKER-MYERS WEALTH MANAGERS, LTD. is a financial advisory firm situated in Mansfield, Ohio. With a nearly $513M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7714 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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