#1 Bell City Wealth, Inc.
BELL CITY WEALTH, INC.
Serves this area from Hillsboro, OH (26 mi)
Call (937) 393-3154 · WebsiteRetirement Plan Advisors in Fayette County, OH
The top-ranked retirement plan advisors serving Fayette County, OH are Bell City Wealth, Inc., Bond Tech Inc and Dean Financial Services. We list 4 retirement plan advisors serving Fayette County, OH. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Fayette County, OH. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Fayette County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Bell City Wealth, Inc. | ✓ SEC-registered investment adviser (CRD) #326354 | Hillsboro, OH (26 mi) | (937) 393-3154 |
| 2 | Bond Tech Inc | ✓ SEC-registered investment adviser (CRD) #105979 | Bellbrook, OH (33 mi) | (937) 836-3991 |
| 3 | Dean Financial Services | ✓ SEC-registered investment adviser (CRD) #129679 | Beavercreek, OH (36 mi) | (937) 222-9531 |
| 4 | Westminster Financial Advisory Corp | ✓ SEC-registered investment adviser (CRD) #110283 | Beavercreek, OH (36 mi) | (937) 898-5010 |
#2 Bond Tech Inc
BOND TECH INCServes this area from Bellbrook, OH (33 mi)Call (937) 836-3991 · Website#3 Dean Financial Services
DEAN FINANCIAL SERVICES, LLCServes this area from Beavercreek, OH (36 mi)Call (937) 222-9531 · Website#4 Westminster Financial Advisory Corp
WESTMINSTER FINANCIAL ADVISORY CORPServes this area from Beavercreek, OH (36 mi)Call (937) 898-5010 · Website
Request quotes
Frequently asked questions
How many retirement plan advisors serve Fayette County?
We list 4 retirement plan advisors serving Fayette County, OH: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Fayette County?
The top-ranked retirement plan advisors serving Fayette County, OH are Bell City Wealth, Inc., Bond Tech Inc, Dean Financial Services and Westminster Financial Advisory Corp. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fayette County are verified against official records?
4 of the top 4 match an active official record: Bell City Wealth, Inc. (U.S. Securities and Exchange Commission), Bond Tech Inc (U.S. Securities and Exchange Commission), Dean Financial Services (U.S. Securities and Exchange Commission) and Westminster Financial Advisory Corp (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Washington Court House, Jeffersonville, Bloomingburg, Good Hope, Milledgeville, Pancoastburg, Octa