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.
Cleveland has 4 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 Cleveland, Ohio have an average of 19 years of experience.
James Elios
CLU®, ChFC®
Elios Financial Group, Inc.
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Flat Fee, Based on Assets
Jonathan Kesselman
JD, CFP®, CDFA®
Kesselman Wealth Management
Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
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
Jeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Kevin Kroskey
MBA, CFP®
True Wealth Design, LLC
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Minimum Assets Required
$500,000
Retirement Planning, Investment Advice & Management, Tax Advice and Services.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ANCORA ADVISORS LLC 6060 Parkland Boulevard, Suite 200 Mayfield Heights, OH, 44124 | $4,090,993,997 | 334 | 60 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
2 | ST. CLAIR ADVISORS, LLC 6120 Parkland Blvd., Suite 306 Mayfield Heights, OH, 44124-6129 | $744,084,174 | 578 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | PATHFINDER WEALTH ADVISORS LLC 6120 Parkland Blvd., Suite 225, Mayfield Heights, OH, 44124 | $132,792,023 | 140 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 124674
Assets Under Management $4,090,993,997
No. Of Clients334
Clients Per Financial Advisor6
ANCORA ADVISORS LLC is a financial advisory firm situated in Mayfield Heights, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155064
Assets Under Management $744,084,174
No. Of Clients578
Clients Per Financial Advisor53
ST. CLAIR ADVISORS, LLC is a financial advisory firm situated in Mayfield Heights, Ohio. With a nearly $744M assets under management, the firm specializes in crafting personalized retirement planning solutions for 578 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173676
Assets Under Management $132,792,023
No. Of Clients140
Clients Per Financial Advisor70
PATHFINDER WEALTH ADVISORS LLC is a financial advisory firm situated in Mayfield Heights, Ohio. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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