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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 - July 11, 2024

Westlake has 4 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Jonathan 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

advisor-photo
vector.svg VERIFIED

Jeremy 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:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 11 Retirement Planning firms in Westlake, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PROSPERITY CAPITAL ADVISORS
30400 Detroit Road, Suite 201
Westlake, OH, 44145
$1,712,428,9697565143
A Percentage of AUM, Hourly charges, Fixed Fees
2
VALOR CAPITAL MANAGEMENT, LLC
30400 Detroit Road,, Suite 201
Westlake, OH, 44145
$892,788,7091438
A Percentage of AUM
3
CORNERSTONE WEALTH MANAGEMENT
27366 Center Ridge Road,
Westlake, OH, 44145
$329,921,5528298
A Percentage of AUM, Hourly charges, Fixed Fees
4
LESJAK PLANNING, LLC
1991 Crocker Rd, Suite 575
Westlake, OH, 44145
$313,700,0003857
A Percentage of AUM, Hourly charges, Fixed Fees
5
PARADIGM WEALTH MANAGEMENT, LLC
159 Crocker Park Blvd, Suite 100
Westlake, OH, 44145-8147
$261,100,0005534
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
$232,639,6327024
A Percentage of AUM, Hourly charges, Fixed Fees
7
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road, Suite A
Westlake, OH, 44145
$208,684,0008224
A Percentage of AUM, Hourly charges, Subscription Fees, Commission Based
8
MICHAEL BRADY & CO., LLC
28871 Center Ridge Road, Suite 102
Westlake, OH, 44145
$138,868,9285842
A Percentage of AUM, Fixed Fees
9
KINETIC WEALTH INVESTMENT ADVISORS, LLC
28045 Clemens Rd, Suite D,
Westlake, OH, 44145
$122,161,1193631
A Percentage of AUM, Hourly charges, Fixed Fees
10
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
159 Crocker Park Blvd., Suite 350
Westlake, OH, 44145
$87,318,36180
A Percentage of AUM, Hourly charges, Fixed Fees
11
BALANCED WEALTH GROUP LLC
1991 Crocker Road, Suite 300
Westlake, OH, 44145
$0011
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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