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.
Westerville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Westerville, Ohio have an average of 25 years of experience.
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
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
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.
Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC 4960 E. Dublin-Granville Road, Suite 500 Westerville, OH, 43081 | $2,666,670,000 | 7 | 9 | A Percentage of AUM, Performance Based |
2 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC 579 Executive Campus, Suite 375 Westerville, OH, 43082 | $410,562,249 | 1402 | 6 | A Percentage of AUM |
3 | YARGER WEALTH STRATEGIES, LLC 140 Dorchester Square S., Suite B Westerville, OH, 43081 | $310,603,010 | 518 | 4 | A Percentage of AUM, Fixed Fees |
4 | RETIREMENT PLANS, INC. 124 Dorchester Square, Suite B Westerville, OH, 43081 | $211,004,653 | 264 | 7 | A Percentage of AUM |
5 | SWISHER FINANCIAL CONCEPTS, INC. 612 Office Parkway, Suite B Westerville, OH, 43082 | $183,472,676 | 1170 | 7 | A Percentage of AUM, Hourly charges, Commission Based |
6 | CENTRICITY WEALTH MANAGEMENT, LLC 515 Executive Campus Drive, Suite 100 Westerville, OH, 43802 | $155,810,207 | 556 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | SHAFFER CAPITAL 550 Polaris Parkway, Suite 130 Westerville, OH, 43082 | $131,811,073 | 427 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | JERICHO FINANCIAL 38-A Commerce Park Drive, Westerville, OH, 43082 | $127,217,091 | 863 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 157766
Assets Under Management $2,666,670,000
No. Of Clients7
Clients Per Financial Advisor1
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298254
Assets Under Management $410,562,249
No. Of Clients1402
Clients Per Financial Advisor234
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1402 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310207
Assets Under Management $310,603,010
No. Of Clients518
Clients Per Financial Advisor130
YARGER WEALTH STRATEGIES, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286214
Assets Under Management $211,004,653
No. Of Clients264
Clients Per Financial Advisor38
RETIREMENT PLANS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121384
Assets Under Management $183,472,676
No. Of Clients1170
Clients Per Financial Advisor167
SWISHER FINANCIAL CONCEPTS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1170 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165664
Assets Under Management $155,810,207
No. Of Clients556
Clients Per Financial Advisor185
CENTRICITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150106
Assets Under Management $131,811,073
No. Of Clients427
Clients Per Financial Advisor71
SHAFFER CAPITAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288801
Assets Under Management $127,217,091
No. Of Clients863
Clients Per Financial Advisor288
JERICHO FINANCIAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 863 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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