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Find Retirement Advisors for Retirement Planning in Miamisburg, 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 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.

Finding the Best Retirement Planners in Miamisburg, Ohio

Last Updated - July 11, 2024

Miamisburg has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Miamisburg, Ohio have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Miamisburg, Ohio

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David Bailey
Edelman Financial Engines, LLC

Qualifications
CRD# 4175828
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Flat Fee, Based on Assets

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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

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Tom Nemec
CMFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 3063208
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Journey Advisory Group
CPA, CFP®, CMT®, CFA®

Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Miamisburg, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
RIGHTWEALTH ADVISORS, LLC
10050 Innovation Drive, Suite 130,
Miamisburg, OH, 45342
$160,722,0096464
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Miamisburg, Ohio

QualificationsFirm CRD# 300656

Assets Under Management $160,722,009

No. Of Clients646

Clients Per Financial Advisor162

RIGHTWEALTH ADVISORS, LLC is a financial advisory firm situated in Miamisburg, Ohio. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 646 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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