The Retirement Specialist of Central Ohio

RIASEC Registered

Total AUM

$18.8M

Discretionary

$18.8M

100% of AUM

Avg account

$107K

Accounts

176

Employees

Advisory reps

Firm details

Headquarters: Newark, Ohio
CRD number: 173810
Website: www.maxretirementincome.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals82.8%
HNWI16.62%
Pension & Profit Sharing Plans0.58%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Retirement Specialist of Central Ohio is an individually owned limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. It also acts as an insurance broker and bills clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. The firm does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser.