Advisor at Retirement Strategies, Ltd.
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Firm
Retirement Strategies, Ltd.
Location
Dublin, OH 43017
Credentials
CFP®, ChFC®, Series 63
Industry experience
32 years
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.
Based on Retirement Strategies, Ltd.
Based on Retirement Strategies, Ltd.
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
5060 Parkcenter Ave Suite A
Dublin, OH 43017
Ohio
Private Client Services
2021 - Present (5 years)
Retirement Strategies, LTD
2012 - Present (14 years)
Purshe Kaplan Sterling Investments
2012 - 2021 (9 years)
Retirement Strategies, Ltd.
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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