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Find Retirement Advisors for Retirement Planning in New Albany, 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 New Albany, Ohio
Last Updated - April 19, 2024New Albany has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in New Albany, Ohio have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in New Albany, Ohio
VERIFIEDAndrew Hayek
Bluestone Wealth Partners / LPL Financial
Qualifications
CRD# 4390780
Firm CRD# 6413
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Not Specified
VERIFIEDBrian Mills
CFP®
Mills Financial Planning,Inc.
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in New Albany, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SHORE MORGAN YOUNG WEALTH STRATEGIES 29 S High Street, Suite A New Albany, OH, 43054 | $526,356,650 | 1287 | 10 | A Percentage of AUM, Fixed Fees |
| 2 | VELA INVESTMENT MANAGEMENT, LLC 220 Market Street Suite 208, New Albany, OH, 43054 | $354,237,031 | 234 | 24 | A Percentage of AUM, Fixed Fees, Performance Based, Other (MINIMUM FEES) |
| 3 | COLUMBUS INVESTMENT ADVISORY INC. 68 North High Street, Building C New Albany, OH, 43054-7101 | $324,227,892 | 100 | 8 | A Percentage of AUM, Hourly charges |
| 4 | YOUR FINANCIAL PHARMACIST PLANNING 118 E Main St., New Albany, OH, 43054 | $16,651,410 | 373 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
Information on Top Retirement Planning firms in New Albany, Ohio
QualificationsFirm CRD# 298682
Assets Under Management $526,356,650
No. Of Clients1287
Clients Per Financial Advisor129
SHORE MORGAN YOUNG WEALTH STRATEGIES is a financial advisory firm situated in New Albany, Ohio. With a nearly $526M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1287 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 306678
Assets Under Management $354,237,031
No. Of Clients234
Clients Per Financial Advisor10
VELA INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in New Albany, Ohio. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (MINIMUM FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 104595
Assets Under Management $324,227,892
No. Of Clients100
Clients Per Financial Advisor13
COLUMBUS INVESTMENT ADVISORY INC. is a financial advisory firm situated in New Albany, Ohio. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 282918
Assets Under Management $16,651,410
No. Of Clients373
Clients Per Financial Advisor27
YOUR FINANCIAL PHARMACIST PLANNING is a financial advisory firm situated in New Albany, Ohio. With a nearly $17M assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 14 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 (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.