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.
Springboro has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Springboro, Ohio have an average of 23 years of experience.
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.
Not Specified
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
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
Financial Advice & Consulting.
Fee-Only, Flat Fee, Based on Assets
Dan Brown
CWS
National Wealth Management Group / LPL Financial
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Minimum Assets Required
$25,000
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
Brent T. Boden
CFP®, EMBA, APMA®, ChFC®
Savvy Wealth
Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | INVEST CAPITAL PARTNERS 550 S. Main Street, Springboro, OH, 45066 | $130,233,012 | 821 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | AXIM PLANNING & WEALTH 4 Sycamore Creek Drive, Springboro, OH, 45066 | $112,916,841 | 451 | 2 | A Percentage of AUM |
3 | FINANCIAL COUNSELING, INC. 582 N. Main St., Springboro, OH, 45066 | $94,765,490 | 755 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 287987
Assets Under Management $130,233,012
No. Of Clients821
Clients Per Financial Advisor117
INVEST CAPITAL PARTNERS is a financial advisory firm situated in Springboro, Ohio. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 821 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319618
Assets Under Management $112,916,841
No. Of Clients451
Clients Per Financial Advisor226
AXIM PLANNING & WEALTH is a financial advisory firm situated in Springboro, Ohio. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119969
Assets Under Management $94,765,490
No. Of Clients755
Clients Per Financial Advisor378
FINANCIAL COUNSELING, INC. is a financial advisory firm situated in Springboro, Ohio. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 755 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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