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Find Retirement Advisors for Retirement Planning in Maumee, Ohio

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Finding the Best Retirement Planners in Maumee, Ohio

Last Updated - April 25, 2025

Maumee 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.

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List of Qualified Retirement Planning Advisors in Maumee, Ohio

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

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
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

Todd 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 6 Retirement Planning firms in Maumee, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1440 Arrowhead Drive,
Maumee, OH, 43537
$4,852,786,561514167
A percentage of AUM, Hourly charges, Fixed fees, Other (% OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
2

1700 Woodlands Dr, Suite 100
Maumee, OH, 43537
$306,338,87230067
A percentage of AUM, Hourly charges, Performance Based
3

1700 Woodlands Drive,
Maumee, OH, 43537
$300,603,838199110
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
$197,220,71818988
A percentage of AUM, Hourly charges, Fixed fees
5

1700 Woodlands Dr., Suite 100
Maumee, OH, 43537
$141,437,5748056
A percentage of AUM, Hourly charges, Fixed fees
6

1700 Woodlands Drive,
Maumee, OH, 43537
$105,504,68712
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)
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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