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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 - May 5, 2025Westlake 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
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
VERIFIEDJames 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
VERIFIEDJonathan 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
VERIFIEDQualifications
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
VERIFIEDBrian 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGary 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Westlake, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 30400 Detroit Road, Suite 201 Westlake, OH, 44145 | $2,245,308,171 | 9396 | 202 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 27366 Center Ridge Road, Westlake, OH, 44145 | $543,612,261 | 1044 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1991 Crocker Road, Suite 300 Westlake, OH, 44145 | $419,910,000 | 1552 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 159 Crocker Park Blvd, Suite 100 Westlake, OH, 44145-8147 | $347,900,000 | 823 | 7 | A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)) |
| 5 | 1991 Crocker Rd, Suite 575 Westlake, OH, 44145 | $343,400,000 | 377 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 2001 Crocker Road, Suite 530 Westlake, OH, 44145 | $302,085,800 | 742 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 30700 Center Ridge Road, Suite A Westlake, OH, 44145 | $256,000,000 | 899 | 5 | A percentage of AUM, Hourly charges, Subscription fees, Commission Based |
| 8 | 28871 Center Ridge Road, Suite 102 Westlake, OH, 44145 | $228,280,792 | 646 | 2 | A percentage of AUM, Fixed fees |
| 9 | 28045 Clemens Rd, Suite D, Westlake, OH, 44145 | $184,587,188 | 470 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 159 Crocker Park Blvd., Suite 350 Westlake, OH, 44145 | $70,673,932 | 5 | 0 | 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
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
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
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
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
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)
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.