THE RETIREMENT SPECIALIST OF CENTRAL OHIO

Overview

The Retirement Specialist Of Central Ohio is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and performs both financial planning and portfolio management for individuals and small businesses. It also provides selection-of-other-advisers services and acts as an insurance broker. The firm is identified as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly charges, fixed fees, and other fee arrangements. The adviser does not position itself as an active ESG investor.

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Location & Offices