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.
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 23 years of experience.
Qualifications
CRD# 5169351
Firm CRD# 304207
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC
Qualifications
CRD# 1223159
Firm CRD# 140643
Minimum Assets Required
$500,000
Not Specified.
Flat Fee, Based on Assets
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
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.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Journey Advisory Group
CPA, CFP®, CMT®, CFA®
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | RIGHTWEALTH ADVISORS, LLC 10050 Innovation Drive, Suite 130, Miamisburg, OH, 45342 | $160,722,009 | 646 | 4 | A Percentage of AUM, Fixed Fees |
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.
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