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Find Retirement Advisors for Retirement Planning in New Albany, Ohio

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

New Albany has 3 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 27 years of experience.

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List of Qualified Retirement Planning Advisors in New Albany, Ohio

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

8800 Lyra Drive,
Suite 220,
Columbus, OH 43219 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

5000 Horizons Dr.,
Columbus, OH 43220 See Details

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Brian Mills
CFP^®
Mills Financial Planning,Inc.

Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Minimum Assets Required
$100,000

Address

5910 Wilcox Place,
Suite F,
Dublin, OH 43016 See Details

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

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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	220 Market Street Suite 208, New Albany, OH, 43054	$397,892,003	278	25	A percentage of AUM, Fixed fees, Performance Based, Other (MINIMUM FEES)
2	68 North High Street, Building C New Albany, OH, 43054-7101	$345,471,029	104	8	A percentage of AUM, Hourly charges
3	5031 Forest Drive, Suite A New Albany, OH, 43054-7089	$129,529,414	264	4	A percentage of AUM, Fixed fees, Performance Based
4	118 E Main St., New Albany, OH, 43054	$35,449,672	681	8	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in New Albany, Ohio

VELA INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 306678

Assets Under Management $397,892,003

No. Of Clients278

Clients Per Financial Advisor11

VELA INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in New Albany, Ohio. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 278 clients. The team consists of 25 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (DONOR ADVISED FUNDS)

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COLUMBUS INVESTMENT ADVISORY INC.

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QualificationsFirm CRD# 104595

Assets Under Management $345,471,029

No. Of Clients104

Clients Per Financial Advisor13

COLUMBUS INVESTMENT ADVISORY INC. is a financial advisory firm situated in New Albany, Ohio. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 104 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 and/or small businesses
Other (FINANCIAL CONSULTING.)

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KENNON-GREEN & CO.

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QualificationsFirm CRD# 284713

Assets Under Management $129,529,414

No. Of Clients264

Clients Per Financial Advisor66

KENNON-GREEN & CO. is a financial advisory firm situated in New Albany, Ohio. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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YOUR FINANCIAL PHARMACIST

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QualificationsFirm CRD# 282918

Assets Under Management $35,449,672

No. Of Clients681

Clients Per Financial Advisor85

YOUR FINANCIAL PHARMACIST is a financial advisory firm situated in New Albany, Ohio. With a nearly $35M assets under management, the firm specializes in crafting personalized retirement planning solutions for 681 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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