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.
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 17 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TFO WEALTH PARTNERS 1440 Arrowhead Drive, Maumee, OH, 43537 | $3,223,537,849 | 4578 | 56 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | CAMELOT PORTFOLIOS, LLC 1700 Woodlands Dr, Suite 100 Maumee, OH, 43537 | $285,980,210 | 3206 | 7 | A Percentage of AUM, Hourly charges, Performance Based |
3 | THE RETIREMENT GUYS FORMULA 1700 Woodlands Drive, Maumee, OH, 43537 | $200,948,938 | 1740 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS) |
4 | MUNN WEALTH MANAGEMENT, LLC 1700 Woodlands Drive, Suite 100 Maumee, OH, 43537 | $164,136,221 | 1875 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | ATLANTIS WEALTH ADVISORS LLC 1700 Woodlands Dr., Suite 100 Maumee, OH, 43537 | $113,052,575 | 831 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | CAMELOT EVENT-DRIVEN ADVISORS, LLC 1700 Woodlands Drive, Maumee, OH, 43537 | $59,084,308 | 4 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 124407
Assets Under Management $3,223,537,849
No. Of Clients4578
Clients Per Financial Advisor82
TFO WEALTH PARTNERS is a financial advisory firm situated in Maumee, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4578 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145918
Assets Under Management $285,980,210
No. Of Clients3206
Clients Per Financial Advisor458
CAMELOT PORTFOLIOS, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3206 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168561
Assets Under Management $200,948,938
No. Of Clients1740
Clients Per Financial Advisor145
THE RETIREMENT GUYS FORMULA is a financial advisory firm situated in Maumee, Ohio. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1740 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 174414
Assets Under Management $164,136,221
No. Of Clients1875
Clients Per Financial Advisor268
MUNN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1875 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169956
Assets Under Management $113,052,575
No. Of Clients831
Clients Per Financial Advisor208
ATLANTIS WEALTH ADVISORS LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291798
Assets Under Management $59,084,308
No. Of Clients4
Clients Per Financial Advisor2
CAMELOT EVENT-DRIVEN ADVISORS, LLC is a financial advisory firm situated in Maumee, Ohio. With a nearly $59M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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