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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 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 Westlake, Ohio
Last Updated - October 7, 2024Westlake has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Westlake, Ohio have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Westlake, Ohio
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
VERIFIEDJeremy DiTullio
AWMA®, CFP®, CRPC®
Cleveland Financial Group
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJonathan Kesselman
JD, CFP®, CDFA®
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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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 11 Retirement Planning firms in Westlake, Ohio (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PROSPERITY CAPITAL ADVISORS 30400 Detroit Road, Suite 201 Westlake, OH, 44145 | $1,712,428,969 | 7565 | 143 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | VALOR CAPITAL MANAGEMENT, LLC 30400 Detroit Road,, Suite 201 Westlake, OH, 44145 | $892,788,709 | 14 | 38 | A Percentage of AUM |
| 3 | CORNERSTONE WEALTH MANAGEMENT 27366 Center Ridge Road, Westlake, OH, 44145 | $329,921,552 | 829 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | LESJAK PLANNING, LLC 1991 Crocker Rd, Suite 575 Westlake, OH, 44145 | $313,700,000 | 385 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PARADIGM WEALTH MANAGEMENT, LLC 159 Crocker Park Blvd, Suite 100 Westlake, OH, 44145-8147 | $261,100,000 | 553 | 4 | A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS)) |
| 6 | JPS FINANCIAL, LLC 2001 Crocker Road, Suite 530 Westlake, OH, 44145 | $232,639,632 | 702 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Suite A Westlake, OH, 44145 | $208,684,000 | 822 | 4 | A Percentage of AUM, Hourly charges, Subscription Fees, Commission Based |
| 8 | MICHAEL BRADY & CO., LLC 28871 Center Ridge Road, Suite 102 Westlake, OH, 44145 | $138,868,928 | 584 | 2 | A Percentage of AUM, Fixed Fees |
| 9 | KINETIC WEALTH INVESTMENT ADVISORS, LLC 28045 Clemens Rd, Suite D, Westlake, OH, 44145 | $122,161,119 | 363 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. 159 Crocker Park Blvd., Suite 350 Westlake, OH, 44145 | $87,318,361 | 8 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | BALANCED WEALTH GROUP LLC 1991 Crocker Road, Suite 300 Westlake, OH, 44145 | $0 | 0 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Westlake, Ohio
QualificationsFirm CRD# 156480
Assets Under Management $1,712,428,969
No. Of Clients7565
Clients Per Financial Advisor53
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 7565 clients. The team consists of 143 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 291213
Assets Under Management $892,788,709
No. Of Clients14
Clients Per Financial Advisor0
VALOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $893M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 106950
Assets Under Management $329,921,552
No. Of Clients829
Clients Per Financial Advisor104
CORNERSTONE WEALTH MANAGEMENT is a financial advisory firm situated in Westlake, Ohio. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 829 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 110090
Assets Under Management $313,700,000
No. Of Clients385
Clients Per Financial Advisor55
LESJAK PLANNING, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 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
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 148662
Assets Under Management $261,100,000
No. Of Clients553
Clients Per Financial Advisor138
PARADIGM WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 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
- Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 169208
Assets Under Management $232,639,632
No. Of Clients702
Clients Per Financial Advisor176
JPS FINANCIAL, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 119873
Assets Under Management $208,684,000
No. Of Clients822
Clients Per Financial Advisor206
ELIOS FINANCIAL GROUP, INC. is a financial advisory firm situated in Westlake, Ohio. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 822 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
- Subscription Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 130093
Assets Under Management $138,868,928
No. Of Clients584
Clients Per Financial Advisor292
MICHAEL BRADY & CO., LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 311536
Assets Under Management $122,161,119
No. Of Clients363
Clients Per Financial Advisor363
KINETIC WEALTH INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 clients. The team consists of 1 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 282906
Assets Under Management $87,318,361
No. Of Clients8
Clients Per Financial AdvisorInfinity
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. is a financial advisory firm situated in Westlake, Ohio. With a nearly $87M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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 Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 328007
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
BALANCED WEALTH GROUP LLC is a financial advisory firm situated in Westlake, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.