Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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.
Finding the Best Retirement Planners in Toledo, Ohio
Last Updated - April 16, 2024Toledo has 2 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 Toledo, Ohio have an average of 18 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Toledo, Ohio
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
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-Based, Based on Assets
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Toledo, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KMG FIDUCIARY PARTNERS, LLC 7530 Kings Pointe Road, Toledo, OH, 43617 | $1,007,846,931 | 3237 | 16 | A Percentage of AUM |
| 2 | ALAN B. LANCZ & ASSOCIATES, INC. 3435 N Holland Sylvania Rd, Toledo, OH, 43615 | $150,204,948 | 106 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM) |
| 3 | CROAK ASSET MANAGEMENT 432 N Superior St., Toledo, OH, 43604 | $142,910,681 | 1665 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSETS UNDER ADVISEMENT) |
Information on Top Retirement Planning firms in Toledo, Ohio
QualificationsFirm CRD# 298331
Assets Under Management $1,007,846,931
No. Of Clients3237
Clients Per Financial Advisor202
KMG FIDUCIARY PARTNERS, LLC is a financial advisory firm situated in Toledo, Ohio. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3237 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105363
Assets Under Management $150,204,948
No. Of Clients106
Clients Per Financial Advisor53
ALAN B. LANCZ & ASSOCIATES, INC. is a financial advisory firm situated in Toledo, Ohio. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 clients. The team consists of 2 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 297666
Assets Under Management $142,910,681
No. Of Clients1665
Clients Per Financial Advisor416
CROAK ASSET MANAGEMENT is a financial advisory firm situated in Toledo, Ohio. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1665 clients. The team consists of 4 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Akron, Ohio
- Retirement Planners in Beachwood, Ohio
- Retirement Planners in Canton, Ohio
- Retirement Planners in Cincinnati, Ohio
- Retirement Planners in Columbus, Ohio
- Retirement Planners in Dayton, Ohio
- Retirement Planners in Dublin, Ohio
- Retirement Planners in Maumee, Ohio
- Retirement Planners in West Chester, Ohio
- Retirement Planners in Westlake, Ohio
Looking for more choices? Use our free match service to compare retirement planners serving your area.