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

Last Updated - April 25, 2025

Marysville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Marysville, Ohio have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Marysville, 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

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advisor
vector.svg VERIFIED

Doug Kinsey
CFP®, CIMA®, AIF®
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

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, Flat Fee, Based on Assets

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Top 1 Retirement Planning firms in Marysville, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

127 W. 5th Street,
Marysville, OH, 43040
$641,806,550215620
A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF EXPENSE RATIO FEE FROM EXCHANGE TRADED FUND)

Information on Top Retirement Planning firms in Marysville, Ohio

QualificationsFirm CRD# 328478

Assets Under Management $641,806,550

No. Of Clients2156

Clients Per Financial Advisor108

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC is a financial advisory firm situated in Marysville, Ohio. With a nearly $642M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2156 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
  • Other (PORTION OF EXPENSE RATIO FEE FROM EXCHANGE TRADED FUND)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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