Retirement Strategies, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$264,963,507
Clients
412
Advisors
5
of 10 employees
About
Retirement Strategies, Ltd. advises individuals (including high-net-worth clients) and retirement plan sponsors, offering comprehensive portfolio management, financial planning and consulting, employer savings plan monitoring, employee benefit plan consulting, and referrals to third-party money managers. The firm also provides client communications such as monthly and quarterly newsletters and conducts educational seminars and workshops for prospective and current clients.
The firm’s portfolio management process begins with one or more client meetings to assess goals, resources, and risk tolerance, and it typically employs mutual funds, ETFs, individual stocks and bonds with regular (at least quarterly) account reviews and periodic rebalancing. Retirement Strategies uses a mix of fundamental and technical analysis, may engage independent money managers, and acknowledges its fiduciary duties when advising retirement-plan accounts under ERISA.
Compared with many peers, the firm combines advisory services with employee-focused education through third-party education platforms and on-site seminars, and some principals are passive partners in RS Tax and Accounting Services, LLC—an affiliation disclosed in the brochure. The firm discloses material changes in its annual brochure (most recently noting an update to planning fees) and notes that several representatives are dually registered or licensed to offer broker-dealer and insurance products, a fact it discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting services generally between $350 and $5,000; Educational Seminars up to $20,000; 3rd Party Education Platforms up to $20,000; fees negotiable
$0 - $99,999.99: 1.20% $100,000 - $249,999.99: 0.95% $250,000 - $499,999.99: 0.85% $500,000 - $749,999.99: 0.70% $750,000 - $1,249,999.99: 0.60% $1,250,000 - $2,249,999.99: 0.50% $2,250,000+: 0.40%
Commissionable securities sales by supervised persons; commissions received but generally do not exceed 50% of revenue
Hourly fees for Wealth Builder Plan ranging from $150 to $300
Minimum fee: Minimum fee of $500 for Comprehensive Portfolio Management and Financial Planning and Consulting services Fee-only: Financial planning and consulting: flat fees ranging from $350 to $5,000; hourly fees ranging from $150 to $300; fees negotiable
Main office
5060 Parkcenter Ave Suite A
Dublin OH 43017
Advisors at this office
5
Most active in
California · Florida · Louisiana · North Carolina · Ohio · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey F
CFP®, Series 63
Dublin, OH
Retirement Strategies, Ltd.
Jeffrey Foster is a CFP® with 21 years of industry experience and has been with Retirement Strategies, Ltd. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. Outside of his advisory role, he is a passive partner in RS Tax and Accounting Services, LLC, a tax and accounting firm managed by an active partner. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, consulting, and employer savings-plan monitoring. The firm offers regular newsletters, educational seminars, and uses client-facing planning software to support comprehensive financial planning.
James L
CFP®, ChFC®, Series 63
Dublin, OH
Retirement Strategies, Ltd.
James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.
Nicholas L
Series 65, Series 66
Dublin, OH
Retirement Strategies, Ltd.
Nicholas Leeper is an advisor at Retirement Strategies, Ltd. in Dublin, OH, holding Series 65 and Series 66 credentials. He has experience working at Baker Hughes and managing Leeper Farms alongside his advisory role. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and retirement plan sponsors, providing portfolio management, financial planning, and consulting services. The firm incorporates both fundamental and technical analysis in its investment approach and offers employee-focused educational seminars.
Jerry S
CFP®, Series 63
Dublin, OH
Retirement Strategies, Ltd.
Jerry Snyder is a CFP® with 41 years of industry experience, currently serving at Retirement Strategies, Ltd. in Dublin, Ohio since 2003. He holds the Series 63 designation and participates as a board member and secretary of the Central Ohio Professional Education Council, a nonprofit organization offering community educational opportunities. Retirement Strategies, Ltd. provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes client-tailored advisory work supported by planning software, regular portfolio reviews, and educational resources such as newsletters and seminars.
Nathan Q
Series 65
Dublin, OH
Retirement Strategies, Ltd.
Nathan Quilter is a financial advisor at Retirement Strategies, Ltd. in Dublin, Ohio, with nine years of industry experience. He holds the Series 65 designation and has worked at Retirement Strategies, Ltd. since 2015, following prior experience at Old Mohawk. He is involved with the Central Ohio Professional Education Council, where he delivers educational presentations on personal finance. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm emphasizes client education through newsletters, seminars, and uses planning software to support comprehensive financial planning.
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