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Find Retirement Advisors for Retirement Planning in Toledo, 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 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 Toledo, Ohio

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Toledo, Ohio

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Todd Perry
CFP®, CPWA®, RMA, CIMA®
EP Wealth Advisors

Qualifications
CRD# 5795799
Firm CRD# 111147

Minimum Assets Required
$500,000

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, Tax Advice and Services

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 4 Retirement Planning firms in Toledo, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

7530 Kings Pointe Road,
Toledo, OH, 43617
$1,598,774,979384917
A percentage of AUM, Fixed fees
2

432 N Superior St.,
Toledo, OH, 43604
$213,129,13618817
A percentage of AUM, Hourly charges, Fixed fees, Other (ASSETS UNDER ADVISEMENT)
3

3435 N Holland Sylvania Rd,
Toledo, OH, 43615
$162,137,3981613
A percentage of AUM, Hourly charges, Fixed fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM)
4

4500 Dorr Street,
Toledo, OH, 43615
$0024
A percentage of AUM, Other (CARRIED INTEREST)

Information on Top Retirement Planning firms in Toledo, Ohio

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

Retirement Planners Near You

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