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 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.
Toledo has 5 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 Toledo, Ohio have an average of 19 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors
Qualifications
CRD# 5795799
Firm CRD# 111147
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 7530 Kings Pointe Road, Toledo, OH, 43617 | $1,598,774,979 | 3849 | 17 | A percentage of AUM, Fixed fees |
2 | 432 N Superior St., Toledo, OH, 43604 | $213,129,136 | 1881 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Other (ASSETS UNDER ADVISEMENT) |
3 | 3435 N Holland Sylvania Rd, Toledo, OH, 43615 | $162,137,398 | 161 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM) |
4 | 4500 Dorr Street, Toledo, OH, 43615 | $0 | 0 | 24 | A percentage of AUM, Other (CARRIED INTEREST) |
QualificationsFirm CRD# 298331
Assets Under Management $1,598,774,979
No. Of Clients3849
Clients Per Financial Advisor226
KMG FIDUCIARY PARTNERS, LLC is a financial advisory firm situated in Toledo, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3849 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297666
Assets Under Management $213,129,136
No. Of Clients1881
Clients Per Financial Advisor269
CROAK CAPITAL is a financial advisory firm situated in Toledo, Ohio. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1881 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105363
Assets Under Management $162,137,398
No. Of Clients161
Clients Per Financial Advisor54
ALAN B. LANCZ & ASSOCIATES, INC. is a financial advisory firm situated in Toledo, Ohio. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 161 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334006
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SENIORS HOUSING FUND MANAGER LLC is a financial advisory firm situated in Toledo, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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