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Find Retirement Advisors for Retirement Planning in Westlake, 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 Westlake, Ohio

Last Updated - April 24, 2025

Westlake has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Westlake, Ohio have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Westlake, Ohio

advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

James Elios
CLU®, AIF®, ChFC®
Elios Financial Group, Inc.

Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

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-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jonathan Kesselman
JD, CFP®
Kesselman Wealth Management

Qualifications
CRD# 6222037
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, 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

Find An Advisor arrow-right
advisor

Qualifications
CRD# 6653328
Firm CRD# 312978

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Brian Davis
CEPA®, CLU®, CPFA, AIF®, ChFC®
Davis Wealth Management, LLC

Qualifications
CRD# 2264620
Firm CRD# 6413
Series 6, 7, 24, 63, 65

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Gary Hannah
CFP®
Stratos Wealth Partners

Qualifications
CRD# 5614233
Firm CRD# 153184
Series 7, 66

Minimum Assets Required
$100,000

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 10 Retirement Planning firms in Westlake, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

30400 Detroit Road, Suite 201
Westlake, OH, 44145
$2,245,308,1719396202
A percentage of AUM, Hourly charges, Fixed fees
2

27366 Center Ridge Road,
Westlake, OH, 44145
$543,612,26110448
A percentage of AUM, Hourly charges, Fixed fees
3

1991 Crocker Road, Suite 300
Westlake, OH, 44145
$419,910,00015529
A percentage of AUM, Hourly charges, Fixed fees
4

159 Crocker Park Blvd, Suite 100
Westlake, OH, 44145-8147
$347,900,0008237
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
5

1991 Crocker Rd, Suite 575
Westlake, OH, 44145
$343,400,0003777
A percentage of AUM, Hourly charges, Fixed fees
6

2001 Crocker Road, Suite 530
Westlake, OH, 44145
$302,085,8007424
A percentage of AUM, Hourly charges, Fixed fees
7

30700 Center Ridge Road, Suite A
Westlake, OH, 44145
$256,000,0008995
A percentage of AUM, Hourly charges, Subscription fees, Commission Based
8

28871 Center Ridge Road, Suite 102
Westlake, OH, 44145
$228,280,7926462
A percentage of AUM, Fixed fees
9

28045 Clemens Rd, Suite D,
Westlake, OH, 44145
$184,587,1884702
A percentage of AUM, Hourly charges, Fixed fees
10

159 Crocker Park Blvd., Suite 350
Westlake, OH, 44145
$70,673,93250
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Westlake, Ohio

QualificationsFirm CRD# 156480

Assets Under Management $2,245,308,171

No. Of Clients9396

Clients Per Financial Advisor47

PROSPERITY CAPITAL ADVISORS is a financial advisory firm situated in Westlake, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9396 clients. The team consists of 202 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • 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
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 106950

Assets Under Management $543,612,261

No. Of Clients1044

Clients Per Financial Advisor131

CORNERSTONE WEALTH MANAGEMENT is a financial advisory firm situated in Westlake, Ohio. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 328007

Assets Under Management $419,910,000

No. Of Clients1552

Clients Per Financial Advisor172

BALANCED WEALTH GROUP LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $420M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1552 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 148662

Assets Under Management $347,900,000

No. Of Clients823

Clients Per Financial Advisor118

PARADIGM WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 823 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
  • Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))

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
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 110090

Assets Under Management $343,400,000

No. Of Clients377

Clients Per Financial Advisor54

LESJAK PLANNING, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
View Full Profile

QualificationsFirm CRD# 169208

Assets Under Management $302,085,800

No. Of Clients742

Clients Per Financial Advisor186

JPS FINANCIAL, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (PORTFOLIO CONSULTING)
View Full Profile

QualificationsFirm CRD# 119873

Assets Under Management $256,000,000

No. Of Clients899

Clients Per Financial Advisor180

ELIOS FINANCIAL GROUP, INC. is a financial advisory firm situated in Westlake, Ohio. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 899 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 130093

Assets Under Management $228,280,792

No. Of Clients646

Clients Per Financial Advisor323

MICHAEL BRADY & CO., LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 646 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 311536

Assets Under Management $184,587,188

No. Of Clients470

Clients Per Financial Advisor235

KINETIC WEALTH INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 470 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 282906

Assets Under Management $70,673,932

No. Of Clients5

Clients Per Financial AdvisorInfinity

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. is a financial advisory firm situated in Westlake, Ohio. With a nearly $71M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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