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Find Retirement Advisors for Retirement Planning in Florida

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Florida

Last Updated - May 11, 2024

Florida has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 849 non-vetted advisors in your local area. These retirement advisors in Florida have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Florida

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Armand Atkinson
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group

Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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Brian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial

Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Jerry Bulaclac
RadiantVest

Qualifications
CRD# 4851069
Firm CRD# 125112
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Commissions, Flat Fee, Based on Assets

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Lemar Williams
CFP®, CPWA®, CLU®
LPL Financial - Traditions Wealth and Legacy Planning

Qualifications
CRD# 5289624
Firm CRD# 6413
Series 7, 55, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Steven Hartman
AAMS®, AIF®
Privada Wealth Management

Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc

Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65

Minimum Assets Required
$25,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Dustin Rinaldi
AWMA®, CFP®, CRPC®
Rinaldi Wealth Management

Qualifications
CRD# 5006872
Firm CRD# 311583
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Jimmy Gonzalez
CRPC®
Anthem Advisors

Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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John Salomon
CPA, CFP®
J2 Capital Management, Inc.

Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

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Jason Kohut
Signet Financial Management, LLC

Qualifications
CRD# 4007586
Firm CRD# 105310
Series 7, 66

Minimum Assets Required
$50,000,000

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

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Nathan Helms
CFP®, CIMA®, CRPC®
LPL Financial

Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 314989
Series 7, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Based on Assets

advisor-photo

Qualifications
Firm CRD# 6413
Series 6, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Dock Street Asset Management
CAIA®, CFA®

Qualifications
Firm CRD# 111163

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

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King Tide Advisors
CFP®, CTFA, ATFA

Qualifications
Firm CRD# 167517

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

Top 15 Retirement Planning firms in Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
2
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway,
St. Petersburg, FL, 33716
$306,121,310,12095097811789
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway,
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA))
4
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
5
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535
A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
6
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
$91,220,415,301151284
A Percentage of AUM, Fixed Fees, Performance Based
7
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$88,033,541,740101154
A Percentage of AUM, Performance Based
8
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue,
Miami Beach, FL, 33139
$71,329,946,037173502
Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
9
SANDERS CAPITAL, LLC
777 S. Flagler Drive E. Tower, Suite No. 1100
West Palm Beach, FL, 33401-5153
$61,660,253,0009824
A Percentage of AUM, Performance Based
10
LIGHTHOUSE INVESTMENT PARTNERS, LLC
3801 Pga Blvd., Suite 604
Palm Beach Gardens, FL, 33410
$55,827,194,383151286
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
11
H.I.G. CAPITAL, LLC
1450 Brickell Avenue, 31st Floor,
Miami, FL, 33131
$54,077,988,036147991
A Percentage of AUM, Performance Based
12
I SQUARED CAPITAL ADVISORS (US) LLC
600 Brickell Avenue, Penthouse
Miami, FL, 33131-3067
$47,897,133,98261207
A Percentage of AUM, Performance Based
13
BAYVIEW ASSET MANAGEMENT, LLC
4425 Ponce De Leon Blvd.,
Coral Gables, FL, 33146
$39,022,162,56551319
A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
14
CIFC ASSET MANAGEMENT LLC
1 Se 3rd Avenue, Suite 1660
Miami, FL, 33131
$37,246,864,417123206
A Percentage of AUM, Performance Based
15
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd., Suite 300
Boca Raton, FL, 33431
$36,045,083,8673515153
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Florida

QualificationsFirm CRD# 148826

Assets Under Management $339,079,412,155

No. Of Clients26

Clients Per Financial Advisor0

CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $339B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2823 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 705

Assets Under Management $306,121,310,120

No. Of Clients950978

Clients Per Financial Advisor81

RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $306B assets under management, the firm specializes in crafting personalized retirement planning solutions for 950978 clients. The team consists of 11789 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149018

Assets Under Management $245,249,234,083

No. Of Clients932793

Clients Per Financial Advisor143

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $245B assets under management, the firm specializes in crafting personalized retirement planning solutions for 932793 clients. The team consists of 6517 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based
  • Other (PER PARTICIPANT (ERISA))

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 319448

Assets Under Management $94,617,046,882

No. Of Clients79738

Clients Per Financial Advisor97

CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79738 clients. The team consists of 825 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 307151

Assets Under Management $93,207,362,818

No. Of Clients36

Clients Per Financial Advisor0

ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 535 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (PERFORMANCE-BASED ALLOCATIONS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 152606

Assets Under Management $91,220,415,301

No. Of Clients151

Clients Per Financial Advisor1

DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 284 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283720

Assets Under Management $88,033,541,740

No. Of Clients101

Clients Per Financial Advisor1

GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 154 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110148

Assets Under Management $71,329,946,037

No. Of Clients173

Clients Per Financial Advisor0

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 502 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 151480

Assets Under Management $61,660,253,000

No. Of Clients98

Clients Per Financial Advisor4

SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $62B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 136591

Assets Under Management $55,827,194,383

No. Of Clients151

Clients Per Financial Advisor1

LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 286 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 160711

Assets Under Management $54,077,988,036

No. Of Clients147

Clients Per Financial Advisor0

H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 991 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 168339

Assets Under Management $47,897,133,982

No. Of Clients61

Clients Per Financial Advisor0

I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 207 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 157053

Assets Under Management $39,022,162,565

No. Of Clients51

Clients Per Financial Advisor0

BAYVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (VARIABLE TRANSACTION
  • DILIGENCE
  • ORIGINATION
  • AND CLOSING FEES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 159172

Assets Under Management $37,246,864,417

No. Of Clients123

Clients Per Financial Advisor1

CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 206 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106093

Assets Under Management $36,045,083,867

No. Of Clients3515

Clients Per Financial Advisor23

POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3515 clients. The team consists of 153 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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