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Personalized advice for portfolio size
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Akron, Ohio, is consistently voted an "All American City". It has a reputation for being a high tech haven and known as the City of Innovation. Akron has a cost of living 6% lower than the national average and low crime rate, making it a great city to live in. Take advantage of the low cost of living with a financial advisor who can take your financial goals into consideration and guide you through the process of financial planning. If you are looking for a financial advisor in Akron for your retirement planning or your investment planning needs, look no further than WiserAdvisor. There are over 1100 financial advisors to choose from in the Akron area and finding the right advisor that meets your specific needs, understands your goals and helps you grow your finances transparently could be perplexing. That's why we are here to help. Connecting people to vetted financial advisors in our mission.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Akron, Ohio.
Akron
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Akron,
Ohio
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Akron,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Akron, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $600,000,000 | $500,000 | Fee-Based | |
|
James Evans
CFP®, QPA®, QKA®, ChSNC® TTG FINANCIAL INC 4051 Whipple Ave NW, Suite 110, Canton, OH 44718 |
38 Years | $155,000,000 | $250,000 | Not Specified |
|
Jonathan Kesselman
JD, CFP®, CDFA® KESSELMAN WEALTH MANAGEMENT 159 Crocker Park Blvd Suite 400, Westlake, OH 44145 |
10 Years | Not Specified | $250,000 | Fee-Based |
|
Jeremy DiTullio
AWMA®, CFP®, CRPC® CLEVELAND FINANCIAL GROUP 2001 Crocker Rd. Suite 400, Westlake, OH 44145 |
23 Years | $205,000,000 | Not Specified | Not Specified |
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Compensation/Fee Fee-Based
Office Location
700 Ghent Road, Suite 100,
Akron,
OH
44333
Phone Number
330-777-0688
Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
Advisory Services Provided:
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Qualifications
CRD# 1598919
Firm CRD# 129004
Compensation/Fee Hourly, Flat Fee, Based on Assets
Office Location
4051 Whipple Ave NW,
Suite 110,
Canton,
OH
44718
Phone Number
330-491-2220
TTG Financial is a Registered Investment Advisor, a Fiduciary. As such, a RIA is bound ethically and legally to always act in the best interest of your clients. We manage assets and consult and advise on any and all financial and investment topics with considerable expertise in Retirement Planning, Estate Planning, Special Needs Planning and 401K Administration. Therefore, we sell no products such as Insurance or Annuities, and are Fee Only, so we do better when you do better. We have a Certified Financial Planner (CFP®), Master Registered Financial Consultant (MRFC®), Qualified Pension & 401K Administrator (QPA®, QKA®) and a Chartered Special Needs Consultant (ChSNC®) on staff working WITH you and FOR you to achieve your goals. There is no cookie cutter approach. Every client's needs are unique.
Advisory Services Provided:
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, Insurance Products & Annuities
Qualifications
CRD# 6222037
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
159 Crocker Park Blvd Suite 400,
Westlake,
OH
44145
Phone Number
440-709-3315
Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER™ certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families. He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice. Jonathan lives in Bay Village, OH with his wife and five children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.
At Kesselman Wealth Management, our mission is to deliver the best client experience possible. Relationships are at the center of everything we do, but we also know that life can busy and hectic. We strive to serve each client efficiently and effectively. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients. After almost ten years at a large financial services firm, Jonathan launched Kesselman Wealth Management, because he believed that there was a better way to deliver top notch service to his clients. A way that not only provided the best financial planning and wealth management possible, but also one that valued his clients' time.
Advisory Services Provided:
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
Qualifications
CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66
Office Location
2001 Crocker Rd. Suite 400,
Westlake,
OH
44145
Phone Number
440-617-6676
Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have valuable experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities registered in 29 states throughout the US. Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement. He utilizes a unique financial planning process that has been developed over the past 20+ years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor. Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio. Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, coaching basketball and fitness. Registrations: Series 7, 9, 10, 24, 51, 66, IAR
Cleveland Financial Group is dedicated to comprehensive financial planning for executives, business owners and retirees. We appreciate that successful professionals are committed and diligent in their work and they expect the same from their trusted advisor.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 241 | 21430 | $15,548,248,576 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based
|
|
| 260 | 16044 | $5,802,516,925 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 9 | 83 | $1,341,000,000 | A Percentage of AUM
|
|
| 5 | 881 | $536,486,028 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 10 | 929 | $481,067,712 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 10 | 1321 | $431,088,083 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 1165 | $424,686,318 | A Percentage of AUM
|
|
| 10 | 1272 | $292,002,783 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 1085 | $272,036,640 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEE OFFSET)
|
|
| 10 | 1819 | $263,332,249 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 9 | 262 | $233,957,939 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES)
|
|
| 8 | 297 | $205,475,484 | A Percentage of AUM, Hourly charges
|
|
| 3 | 392 | $151,220,181 | A Percentage of AUM
|
|
| 4 | 14 | $45,168,366 | A Percentage of AUM
|
To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.
A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.
When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.
How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.
When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.
