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Find Retirement Advisors for Retirement Planning in North Miami Beach, 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 North Miami Beach, Florida

Last Updated - May 2, 2025

North Miami Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in North Miami Beach, Florida have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in North Miami Beach, Florida

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 12 Retirement Planning firms in North Miami Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	19495 Biscayne Boulevard, Suite Ph1 Aventura, FL, 33180	$9,678,316,282	2067	56	A percentage of AUM, Fixed fees
2	21500 Biscayne Blvd, Suite 600 Aventura, FL, 33180	$1,085,288,738	13	20	A percentage of AUM, Performance Based
3	20900 Ne 30 Avenue, Suite 311 Aventura, FL, 33180	$956,538,980	1181	12	A percentage of AUM, Fixed fees, Performance Based
4	20900 Ne 30th Avenue, Suite 517 Aventura, FL, 33180	$952,233,832	510	12	A percentage of AUM, Hourly charges, Fixed fees
5	18851 Ne 29th Avenue, Suite 400 Aventura, FL, 33180	$759,723,690	1015	9	A percentage of AUM, Fixed fees
6	21500 Biscayne Boulevard, Suite 404 Aventura, FL, 33180	$662,347,896	61	7	A percentage of AUM
7	19950 W Country Club Dr, Suite 101 Aventura, FL, 33180	$496,835,822	3	46	A percentage of AUM, Performance Based, Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)
8	19505 Biscayne Blvd, Suite 2350, Room 084 Aventura, FL, 33180	$418,107,292	3	4	A percentage of AUM, Performance Based
9	20801 Biscayne Blvd, Suite 403 Aventura, FL, 33180	$333,000,000	31	1	A percentage of AUM, Fixed fees, Performance Based
10	19790 West Dixie Hwy, Suite 805-806 Aventura, FL, 33180	$268,385,057	380	4	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
11	19505 Biscayne Blvd., Suite 2350 Aventura, FL, 33180	$132,800,000	666	13	A percentage of AUM, Hourly charges, Fixed fees
12	20900 Ne 30th Avenue,, Suite 401 Aventura, FL, 33180	$100,094,722	4	6	A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in North Miami Beach, Florida

CV ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 164817

Assets Under Management $9,678,316,282

No. Of Clients2067

Clients Per Financial Advisor37

CV ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2067 clients. The team consists of 56 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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSOLIDATED FINANCIAL REPORTING)

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WM PARTNERS, LP

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QualificationsFirm CRD# 235788

Assets Under Management $1,085,288,738

No. Of Clients13

Clients Per Financial Advisor1

WM PARTNERS, LP is a financial advisory firm situated in Aventura, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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ACTIVEST WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 156150

Assets Under Management $956,538,980

No. Of Clients1181

Clients Per Financial Advisor98

ACTIVEST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1181 clients. The team consists of 12 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)

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EVOLUTION WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 285142

Assets Under Management $952,233,832

No. Of Clients510

Clients Per Financial Advisor43

EVOLUTION WEALTH ADVISORS, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 510 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (OFFERS RESEARCH/ADVISE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS)

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OMNIA FAMILY WEALTH, LLC

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QualificationsFirm CRD# 170909

Assets Under Management $759,723,690

No. Of Clients1015

Clients Per Financial Advisor113

OMNIA FAMILY WEALTH, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $760M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1015 clients. The team consists of 9 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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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FITZROY INVESTMENT ADVISORS LLC

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QualificationsFirm CRD# 174342

Assets Under Management $662,347,896

No. Of Clients61

Clients Per Financial Advisor9

FITZROY INVESTMENT ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $662M assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

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

View Full Profile

TCA FUND MANAGEMENT GROUP

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QualificationsFirm CRD# 169163

Assets Under Management $496,835,822

No. Of Clients3

Clients Per Financial Advisor0

TCA FUND MANAGEMENT GROUP is a financial advisory firm situated in Aventura, Florida. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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BRASIL CAPITAL ADVISER LLC

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QualificationsFirm CRD# 310125

Assets Under Management $418,107,292

No. Of Clients3

Clients Per Financial Advisor1

BRASIL CAPITAL ADVISER LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 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 businesses or institutional clients

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KAILIX ADVISORS LLC

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QualificationsFirm CRD# 311094

Assets Under Management $333,000,000

No. Of Clients31

Clients Per Financial Advisor31

KAILIX ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 1 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

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AVENTURA PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 332630

Assets Under Management $268,385,057

No. Of Clients380

Clients Per Financial Advisor95

AVENTURA PRIVATE WEALTH, LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 clients. The team consists of 4 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

PROXY WEALTH ADVISORS LLC

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QualificationsFirm CRD# 298080

Assets Under Management $132,800,000

No. Of Clients666

Clients Per Financial Advisor51

PROXY WEALTH ADVISORS LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

RVX ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 282804

Assets Under Management $100,094,722

No. Of Clients4

Clients Per Financial Advisor1

RVX ASSET MANAGEMENT LLC is a financial advisory firm situated in Aventura, Florida. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 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 pooled investment vehicles
Portfolio management for businesses or institutional clients

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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