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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 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 - June 25, 2025

Florida has 29 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 932 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

VERIFIED

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

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 See Details

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

Find An Advisor

VERIFIED

Brian Messick
CPA, CFP^®
WeberMessick Weath Management

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

Minimum Assets Required
$500,000

Address

5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715 See Details

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

Find An Advisor

VERIFIED

Daniel Spalding
CEPA^®, AIF^®
Focus Wealth Strategies, LLC

Qualifications
CRD# 5954349
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

3419 Brook Crossing Drive,
Brandon, FL 33511 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Jerry Bulaclac
RadiantVest

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

Minimum Assets Required
$50,000

Address

Serving Valrico/Brandon area,
Valrico, FL 33596 See Details

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

Find An Advisor

VERIFIED

Joel Marius
RFC^®
Fortunium Wealth Management

Qualifications
CRD# 4824505
Firm CRD# 4824505
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

411 Apollo Beach Blvd,
Ste 100,
Apollo Beach, FL 33572 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jorge I. Blanco
AWMA^®, CFP^®, CRPC^®, CPFA, AIF^®
Success Wealth Management

Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

401 E. Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

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-Based, Based on Assets

Find An Advisor

VERIFIED

Maria Giacalone-Mozo
CRPC^®
LPL Financial

Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

15310 Amberly Dr, suite 250,,
Tampa, FL 33647 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Meredith Freeman
Accurate Advisory Group

Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66

Minimum Assets Required
$0

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Russell Stout
Excelsior Wealth Partners

Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66

Minimum Assets Required
$250,000

Address

401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale, FL 33301 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 See Details

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

VERIFIED

Alonso Rodriguez Segarra
CFP^®
Advise Financial

Qualifications
CRD# 6594218
Firm CRD# 282087
Series 65

Minimum Assets Required
$500,000

Address

1200 N Federal Hwy,
Suite 300,
Boca Raton, FL 33432 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

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

Address

4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Jacob Hurley
SITREP Financial

Qualifications
CRD# 7287628
Firm CRD# 125112
Series 7, 24, 66

Minimum Assets Required
Not Specified

Address

3030 N Rocky Point Dr,
W Suite 700,
Tampa, FL 33558 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Camarda Wealth Advisory Group
EA, CFA^®

Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65

Minimum Assets Required
$0

Address

4371 US Hwy 17, Suite 201,
Fleming Island, FL 32003 See Details

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

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

Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63

Minimum Assets Required
$100,000

Address

1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914 See Details

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

Find An Advisor

VERIFIED

Stephen Colavito
SB Advisory

Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65

Minimum Assets Required
$0

Address

Orlando Office,
507 West Canton Ave,
Winter Park, FL 32789 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Brennan Decima
Decima Wealth Consulting

Qualifications
CRD# 5618663
Firm CRD# 131167

Minimum Assets Required
Not Specified

Address

2020 oak street ne,
Saint Petersburg, FL 33704 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Daniel Pappas
CFP^®
DWF Wealth Management

Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7

Minimum Assets Required
$250,000

Address

401 E Jackson St,
Suite 3675,
Tampa, FL 33602 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, 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

Find An Advisor

VERIFIED

Nathan Helms
CEPA^®, CFP^®, CIMA^®
Accurate Wealth Management, LLC

Qualifications
CRD# 5362846
Firm CRD# 298137
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Patricia Chevalier
CASL^®, CFP^®, RICP^®, APMA^®, CLU^®, ChFC^®
Prudential

Qualifications
CRD# 2088425
Firm CRD# 8733
Series 6, 7, 9, 10, 24, 63, 65

Minimum Assets Required
Not Specified

Address

3403 Magic Oak,
Sarasota, FL 34232 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Provident Wealth Management Group
CFP^®

Qualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$100,000

Address

401 E Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

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-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dynasty Wealth Management, LLC
CFP^®, RICP^®, CFA^®, CPFA

Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66

Minimum Assets Required
$0

Address

200 Central Avenue 15th Floor,
Saint Petersburg, FL 33701 See Details

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

King Tide Advisors
CFP^®, CTFA, ATFA

Qualifications
Firm CRD# 167517

Minimum Assets Required
$250,000

Address

3441 SW Rivers End Way,
Palm City, FL 34990 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

McDonough Capital Management
CFP^®

Qualifications
Firm CRD# 143767
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Advisory Services:

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

Compensation/Fee

Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	880 Carillon Parkway, St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2	Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
3	880 Carillon Parkway, Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA))
4	450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189	A percentage of AUM, Performance Based
5	830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
6	360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
7	2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264	A percentage of AUM, Fixed fees, Performance Based
8	777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153	$82,252,391,000	102	25	A percentage of AUM, Performance Based
9	3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410	$74,147,147,934	137	413	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
10	2340 Collins Avenue, Miami Beach, FL, 33139	$68,062,428,598	189	506	Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
11	780 Carillon Pkwy, St. Petersburg, FL, 33716	$58,477,764,071	66691	73	A percentage of AUM, Performance Based
12	1450 Brickell Avenue, 31st Floor, Miami, FL, 33131	$57,351,804,696	162	1020	A percentage of AUM, Performance Based
13	600 Brickell Avenue, Penthouse Miami, FL, 33131-3067	$47,872,431,820	64	207	A percentage of AUM, Performance Based
14	1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431	$43,238,955,480	3397	173	A percentage of AUM, Performance Based
15	777 Yamato Road, Suite 300 Boca Raton, FL, 33431	$39,514,428,923	30	8	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Florida

RAYMOND JAMES & ASSOCIATES, INC.

Find an Advisor

QualificationsFirm CRD# 705

Assets Under Management $433,814,330,581

No. Of Clients1070028

Clients Per Financial Advisor77

RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $434B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070028 clients. The team consists of 13966 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS)

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CITADEL ADVISORS LLC

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QualificationsFirm CRD# 148826

Assets Under Management $397,045,307,119

No. Of Clients26

Clients Per Financial Advisor0

CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $397B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2932 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 vehicles

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Find an Advisor

QualificationsFirm CRD# 149018

Assets Under Management $344,868,106,925

No. Of Clients1030208

Clients Per Financial Advisor153

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $345B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030208 clients. The team consists of 6727 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (HOURLY & FIXED RATE CONSULTATIONS)

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GQG PARTNERS

Find an Advisor

QualificationsFirm CRD# 283720

Assets Under Management $120,567,542,959

No. Of Clients727

Clients Per Financial Advisor4

GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $121B assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 189 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 companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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CORIENT

Find an Advisor

QualificationsFirm CRD# 319448

Assets Under Management $118,191,936,095

No. Of Clients97020

Clients Per Financial Advisor115

CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 97020 clients. The team consists of 845 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
Other (% OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Security ratings or pricing services
Market timing services
Education seminars/workshops

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ELLIOTT INVESTMENT MANAGEMENT L.P.

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QualificationsFirm CRD# 307151

Assets Under Management $97,371,716,804

No. Of Clients38

Clients Per Financial Advisor0

ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 578 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 vehicles

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DOUBLELINE CAPITAL LP

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QualificationsFirm CRD# 152606

Assets Under Management $92,968,371,160

No. Of Clients146

Clients Per Financial Advisor1

DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 264 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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SANDERS CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 151480

Assets Under Management $82,252,391,000

No. Of Clients102

Clients Per Financial Advisor4

SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 25 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 companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT FOR CHIEF INVESTMENT OFFICER OF REGISTRANT)

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LIGHTHOUSE INVESTMENT PARTNERS, LLC

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QualificationsFirm CRD# 136591

Assets Under Management $74,147,147,934

No. Of Clients137

Clients Per Financial Advisor0

LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 413 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 vehicles
Selection for other advisors

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STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Find an Advisor

QualificationsFirm CRD# 110148

Assets Under Management $68,062,428,598

No. Of Clients189

Clients Per Financial Advisor0

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 506 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 vehicles
Other (MANAGEMENT OF REAL ESTATE - RELATED ASSETS.)

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EAGLE ASSET MANAGEMENT INC

Find an Advisor

QualificationsFirm CRD# 110653

Assets Under Management $58,477,764,071

No. Of Clients66691

Clients Per Financial Advisor914

EAGLE ASSET MANAGEMENT INC is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66691 clients. The team consists of 73 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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H.I.G. CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 160711

Assets Under Management $57,351,804,696

No. Of Clients162

Clients Per Financial Advisor0

H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 1020 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 vehicles
Portfolio management for businesses or institutional clients

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I SQUARED CAPITAL ADVISORS (US) LLC

Find an Advisor

QualificationsFirm CRD# 168339

Assets Under Management $47,872,431,820

No. Of Clients64

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 64 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 vehicles

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POLEN CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 106093

Assets Under Management $43,238,955,480

No. Of Clients3397

Clients Per Financial Advisor20

POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3397 clients. The team consists of 173 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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III CAPITAL MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 113539

Assets Under Management $39,514,428,923

No. Of Clients30

Clients Per Financial Advisor4

III CAPITAL MANAGEMENT is a financial advisory firm situated in Boca Raton, Florida. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 8 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 vehicles
Portfolio management for businesses or institutional clients

View Full Profile

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Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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