Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Maumee, 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 Maumee, Ohio
Last Updated - May 15, 2025Maumee has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Maumee, Ohio have an average of 19 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Maumee, Ohio
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Maumee, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1440 Arrowhead Drive, Maumee, OH, 43537 | $4,852,786,561 | 5141 | 67 | A percentage of AUM, Hourly charges, Fixed fees, Other (% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| 2 | 1700 Woodlands Dr, Suite 100 Maumee, OH, 43537 | $306,338,872 | 3006 | 7 | A percentage of AUM, Hourly charges, Performance Based |
| 3 | 1700 Woodlands Drive, Maumee, OH, 43537 | $300,603,838 | 1991 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS) |
| 4 | 1700 Woodlands Drive, Suite 100 Maumee, OH, 43537 | $197,220,718 | 1898 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1700 Woodlands Dr., Suite 100 Maumee, OH, 43537 | $141,437,574 | 805 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1700 Woodlands Drive, Maumee, OH, 43537 | $105,504,687 | 1 | 2 | A percentage of AUM |
Information on Top Retirement Planning firms in Maumee, Ohio
QualificationsFirm CRD# 124407
Assets Under Management $4,852,786,561
No. Of Clients5141
Clients Per Financial Advisor77
TFO WEALTH PARTNERS is a financial advisory firm situated in Maumee, Ohio. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5141 clients. The team consists of 67 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 (% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 145918
Assets Under Management $306,338,872
No. Of Clients3006
Clients Per Financial Advisor429
CAMELOT PORTFOLIOS, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3006 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 168561
Assets Under Management $300,603,838
No. Of Clients1991
Clients Per Financial Advisor199
THE RETIREMENT GUYS FORMULA is a financial advisory firm situated in Maumee, Ohio. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1991 clients. The team consists of 10 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 (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 174414
Assets Under Management $197,220,718
No. Of Clients1898
Clients Per Financial Advisor237
MUNN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1898 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 169956
Assets Under Management $141,437,574
No. Of Clients805
Clients Per Financial Advisor134
ATLANTIS WEALTH ADVISORS LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 clients. The team consists of 6 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 291798
Assets Under Management $105,504,687
No. Of Clients1
Clients Per Financial Advisor1
CAMELOT EVENT-DRIVEN ADVISORS, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Akron, Ohio
- Retirement Planners in Avon, Ohio
- Retirement Planners in Beachwood, Ohio
- Retirement Planners in Canton, Ohio
- Retirement Planners in Cincinnati, Ohio
- Retirement Planners in Columbus, Ohio
- Retirement Planners in Dayton, Ohio
- Retirement Planners in Dublin, Ohio
- Retirement Planners in Groveport, Ohio
- Retirement Planners in Maumee, Ohio
- Retirement Planners in Miamisburg, Ohio
- Retirement Planners in Richfield, Ohio
- Retirement Planners in West Chester, Ohio
- Retirement Planners in Westlake, Ohio
- Retirement Planners in Youngstown, Ohio
Looking for more choices? Use our free match service to compare retirement planners serving your area.