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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 - September 6, 2025

Florida has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and non-vetted advisors in your local area. These retirement advisors in Florida have an average of 23 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

Gabriel Bustamante
CFP^®
MassMutual

Qualifications
CRD# 5264619
Firm CRD# 10409
Series 6, 63, 65

Minimum Assets Required
$100,000

Address

11555 Heron Bay Boulevard,
Suite 200,
Coral Springs, FL 33076 See Details

Advisory Services:

Compensation/Fee

Fee-Based, 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

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

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

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

Yale Walker
AIF^®
Walker Wealth Management

Qualifications
CRD# 5746979
Firm CRD# 285880

Minimum Assets Required
$500,000

Address

2553 1st Avenue North,
Saint Petersburg, FL 33713 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning

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

Severin Investments, LLC
MBA

Qualifications
Firm CRD# 166567
Series 65, 66

Minimum Assets Required
$50,000,000

Address

28100 US 19 North,
Suite 311,
Clearwater, FL 33761 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-Based, 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

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

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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