The Retirement Specialist of Central Ohio
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Retirement Specialist of Central Ohio serves individual and high‑net‑worth clients, as well as self‑employed and small business owners, offering discretionary portfolio management, comprehensive financial planning, and a suite of subscription services coupled with an online planning platform. Engagements range from written financial plans and implementation support to ongoing wealth‑management subscriptions that combine advice with access to the firm’s software tools.
The firm develops individualized investment policies and long‑term asset allocations based on client goals, time horizons and risk tolerance, and uses fundamental analysis as a primary method of investment analysis. Adviser‑reserved discretionary authority is described in client agreements, the platform reports but does not manage excluded assets, and the firm may refer clients to outside investment advisers or employ sub‑advisers for management services.
The practice operates effectively as a single‑operator firm: the managing member is the sole employee and the ADV discloses that the business depends on his capabilities and that no formal continuation plan exists in the event of his death. The brochure also discloses that the managing member is a licensed life and health insurance producer who may sell insurance through a separate business and receive commissions, that the adviser receives non‑cash benefits and solicitor fees from recommended advisers, and that there was a customer arbitration filed in 2007 which was settled in 2008—items prospective clients may consider when evaluating conflicts of interest and operational continuity.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $3,500, negotiable.
$0+: 2.60% annually for Circuit Breaker Protocol (CBP) $0+: 1.65% annually for Bull Bear (BB)
Up to $200 per hour for financial planning in special circumstances.
Advanced Financial Planning Subscription: $94/month with 1.5% annual increase; Online software platform fee: $94/month; On Going Wealth Management Subscription: 1% of AUM plus $500-$3,500 annually.
Main office
1000 N. 21st Street, Suite A
Newark OH 43055
Advisors at this office
2
Most active in
Ohio · Tennessee
Also doing business as
The Retirement Specialist Of Central Ohio · The Retirement Specialist Of Central Ohio, LLC · The Retirement Specialists Of East Tennessee
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
Advisors at this firm
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