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.
Solon has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Solon, Ohio have an average of 19 years of experience.
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | REVISOR WEALTH MANAGEMENT LLC 34305 Solon Rd, 60 Franklin'S Row Solon, OH, 44139 | $920,567,754 | 2705 | 10 | A Percentage of AUM, Fixed Fees |
2 | REDWOOD FINANCIAL NETWORK 30285 Bruce Industrial Parkway, Suite A Solon, OH, 44139 | $165,113,062 | 848 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUBSCRIPTION FEES FOR SOFTWARE OR WEB BASED APPLICATIONS) |
QualificationsFirm CRD# 169814
Assets Under Management $920,567,754
No. Of Clients2705
Clients Per Financial Advisor271
REVISOR WEALTH MANAGEMENT LLC is a financial advisory firm situated in Solon, Ohio. With a nearly $921M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2705 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157834
Assets Under Management $165,113,062
No. Of Clients848
Clients Per Financial Advisor77
REDWOOD FINANCIAL NETWORK is a financial advisory firm situated in Solon, Ohio. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 848 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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