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Find Retirement Advisors for Retirement Planning in Altamonte Springs, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Altamonte Springs, Florida

Last Updated - April 25, 2025

Altamonte Springs has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Altamonte Springs, Florida have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Altamonte Springs, Florida

VERIFIED

Steven Hartman
AAMS^®, AIF^®
Privada Wealth Management

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

Minimum Assets Required
$500,000

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

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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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:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1900 Summit Tower Boulevard,
Suite 230,
Orlando, FL 32810 See Details

Advisory Services:

Not Specified

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4865 North Wickham Road,
Suite 108,
Melbourne, FL 32940 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

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Top 3 Retirement Planning firms in Altamonte Springs, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1111 Douglas Avenue, Altamonte Springs, FL, 32714-2033	$2,272,751,721	5840	37	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITATION FEES)
2	955 Keller Road, Suite 1500 Altamonte Springs, FL, 32714	$999,758,000	1	3	A percentage of AUM
3	215 North Westmonte Drive, Altamonte Springs, FL, 32714	$101,561,619	487	20	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Altamonte Springs, Florida

CERTIFIED ADVISORY CORP

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QualificationsFirm CRD# 120990

Assets Under Management $2,272,751,721

No. Of Clients5840

Clients Per Financial Advisor158

CERTIFIED ADVISORY CORP is a financial advisory firm situated in Altamonte Springs, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5840 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITATION FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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CORNERSTONE TRUST MANAGEMENT SERVICES LLC

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QualificationsFirm CRD# 170864

Assets Under Management $999,758,000

No. Of Clients1

Clients Per Financial Advisor0

CORNERSTONE TRUST MANAGEMENT SERVICES LLC is a financial advisory firm situated in Altamonte Springs, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Other (INVESTMENT ADVISORY SERVICES TO BANKING INSTITUTION ACTING AS TRUSTEE OF CEMETERY AND FUNERAL HOME TRUSTS)

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SYNERGY INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 305961

Assets Under Management $101,561,619

No. Of Clients487

Clients Per Financial Advisor24

SYNERGY INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Altamonte Springs, Florida. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

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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