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 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.
Mason has 7 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 Mason, Ohio have an average of 23 years of experience.
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning LLC.
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Minimum Assets Required
$5,000
Financial Advice & Consulting.
Fee-Only, Flat Fee, Based on Assets
Dan Brown
CWS
National Wealth Management Group / LPL Financial
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Minimum Assets Required
$25,000
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.
Fee-Based, Based on Assets
Brent T. Boden
CFP®, EMBA, APMA®, ChFC®
Savvy Wealth
Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65
Minimum Assets Required
$500,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Minimum Assets Required
$500,000
Not Specified.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MATSON MONEY, INC. 5955 Deerfield Blvd., Mason, OH, 45040 | $17,683,543,587 | 30322 | 69 | A Percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
2 | GENERATIONS WEALTH, LLC 5947 Deerfield Blvd, Suite 202 Mason, OH, 45040 | $244,436,115 | 305 | 7 | A Percentage of AUM, Fixed Fees |
3 | 365 WEALTH MANAGEMENT GROUP 5770 Gateway Blvd, Suite 102 Mason, OH, 45040 | $144,278,713 | 881 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
QualificationsFirm CRD# 110425
Assets Under Management $17,683,543,587
No. Of Clients30322
Clients Per Financial Advisor439
MATSON MONEY, INC. is a financial advisory firm situated in Mason, Ohio. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30322 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173352
Assets Under Management $244,436,115
No. Of Clients305
Clients Per Financial Advisor44
GENERATIONS WEALTH, LLC is a financial advisory firm situated in Mason, Ohio. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 314674
Assets Under Management $144,278,713
No. Of Clients881
Clients Per Financial Advisor126
365 WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Mason, Ohio. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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