Fee-OnlyFinder

Retirement Plans, INC.

% of assets managed in Westerville, OH

SEC registeredNo commissions reported

Call (614) 339-1910Send a messageMap ↗

Public-record details

Address
124 Dorchester Square, Suite B, Westerville, OH 43081
Phone
(614) 339-1910
Listed under
% of assets managed, Retirement plan consulting
CRD number
286214
Registration
SEC registered since 2022-01-25
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$224.9 million
Accounts managed
278
Clients reported (Form ADV 5.D)
278
Individual / high-net-worth clients
200 / 0
Employees
6
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-16

SEC registered investment adviser, CRD 286214, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Westerville

Arseneau Financial240 S State St., We12 · Westerville, OH 43081 · (740) 833-6913 · Financial planningCRD 326865 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reportedBuckeye Wealth Management LLC155 Commerce Park Drive, Suite 2 · Westerville, OH 43082 · (614) 839-2090 · Financial planningCRD 143638 · % of assets · $72.1 million AUMState registeredNo commissions reportedEastwind Capital Wealth Management921 Eastwind Drive, Suite 101 · Westerville, OH 43081 · (614) 888-2230 · Hourly feesCRD 146957 · % of assets, Hourly charges · $94.5 million AUMState registeredNo commissions reportedElevation Financial Partners, LLC240 S State St · Westerville, OH 43081 · (614) 888-2222 · Financial planningCRD 120906 · % of assets · $58.7 million AUMState registeredNo commissions reportedFc Wealth Solutions LLC579 Executive Campus Drive Suite 230 · Westerville, OH 43082 · (614) 212-1015 · Financial planningCRD 286381 · % of assets, Fixed fees · $101.0 million AUMSEC registeredNo commissions reportedHarding Financial Group608 Office Parkway Suite a · Westerville, OH 43082 · (614) 515-4722 · Financial planningCRD 135731 · % of assets, Hourly charges, Fixed fees · $160.2 million AUMSEC registeredNo commissions reportedJericho Financial38-A Commerce Park Drive · Westerville, OH 43082 · (614) 948-0039 · Financial planningCRD 288801 · % of assets, Hourly charges, Fixed fees · $220.0 million AUMSEC registeredNo commissions reportedPeters Wealth Group470 Olde Worthington Road, #200 · Westerville, OH 43082 · (614) 865-2111 · Financial planningCRD 316813 · % of assets, Hourly charges, Fixed fees · $48.7 million AUMState registeredNo commissions reported

All 13 in Westerville →