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Find Retirement Advisors for Retirement Planning in West Chester, 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 West Chester, Ohio

Last Updated - July 11, 2024

West Chester has 11 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 West Chester, Ohio have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in West Chester, Ohio

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Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Scheeler Financial Group

Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Based on Assets

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Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning LLC.

Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Minimum Assets Required
$5,000

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Tom Nemec
CMFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 3063208
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Dan Brown
CWS
National Wealth Management Group / LPL Financial

Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66

Minimum Assets Required
$25,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Journey Advisory Group
CPA, CFP®, CMT®, CFA®

Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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David Bailey
Edelman Financial Engines, LLC

Qualifications
CRD# 4175828
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Mark Josaitis
ChFC®
Barnwood Capital Management

Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

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Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Flat Fee, Based on Assets

Top 1 Retirement Planning firms in West Chester, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HARVEST FINANCIAL ADVISORS, LLC
8840 Cincinnati-Dayton Road,
West Chester, OH, 45069
$406,328,724111510
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in West Chester, Ohio

QualificationsFirm CRD# 145552

Assets Under Management $406,328,724

No. Of Clients1115

Clients Per Financial Advisor112

HARVEST FINANCIAL ADVISORS, LLC is a financial advisory firm situated in West Chester, Ohio. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1115 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
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