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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 - May 24, 2025Toledo 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTodd 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Toledo, Ohio (Ranked by AUM)
| 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) |
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.