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.
Columbus has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Columbus, Ohio have an average of 25 years of experience.
Brian Mills
CFP®
Mills Financial Planning,Inc.
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions
Andrew Hayek
Bluestone Wealth Partners / LPL Financial
Qualifications
CRD# 4390780
Firm CRD# 6413
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Not Specified
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP 2074 Arlington Avenue, Upper Arlington, OH, 43221 | $208,286,573 | 637 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 159811
Assets Under Management $208,286,573
No. Of Clients637
Clients Per Financial Advisor159
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP is a financial advisory firm situated in Upper Arlington, Ohio. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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