Advisor at The Retirement Specialist of Central Ohio
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Retirement Specialist of Central Ohio
Location
Newark, OH 43055
Credentials
Series 63, Series 65
Industry experience
23 years
Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.
Based on The Retirement Specialist of Central Ohio
Based on The Retirement Specialist of Central Ohio
Financial planning fixed fees range from $500 to $3,500, negotiable
$0+: 2.60% annually (Circuit Breaker Protocol - CBP) $0+: 1.65% annually (Bull Bear - BB)
Up to $200 per hour for financial planning in special circumstances
Advanced Financial Planning Subscription: $94.00 per month (with 1.5% annual increase); Online Software Platform: $94.00 per month; On Going Wealth Management Subscription: 1% of AUM plus $500-$3,500 annually
1000 N. 21 St Street, Suite A
Newark, OH 43055
Ohio · Tennessee
The Retirement Specialist of Central Ohio
2014 - Present (12 years)
Share 1, LLC
2013 - Present (13 years)
Advanced Planning Capital
2010 - Present (16 years)
Senior Services Lake and Cook Co
1999 - Present (27 years)
SELF EMPLOYED
1999 - Present (27 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63
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Walden Financial
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Patriot Asset Advisors, LLC
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