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Find Retirement Advisors for Retirement Planning in 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 Miami Beach, Florida

Last Updated - April 4, 2026

Miami Beach has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Miami Beach, Florida have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Miami Beach, Florida

VERIFIED

Blake Calligaro
CFP^®, RICP^®, ChFC^®
LPL Financial

Qualifications
CRD# 6301511
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

3355 Sw 11 St,
Miami, FL 33135 See Details

Advisory Services:

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

Jimmy Gonzalez
CRPC^®
Gfo

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

Minimum Assets Required
$1,000,000

Address

2600 Douglas Rd.,
Ste 1104,
Coral Gables, FL 33134 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services

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

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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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

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:

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, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Todd Abrams
CLTC^®, CRPS^®
Prudential Advisors

Qualifications
CRD# 2693512
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
$63,000

Address

7000 W Palmetto Park Rd,
Ste 210,
Boca Raton, FL 33433 See Details

Advisory Services:

Compensation/Fee

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

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Top 2 Retirement Planning firms in Miami Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1111 Kane Concourse, Suite 404 Bay Harbor Islands, FL, 33154	$871,000,000	471	21	A percentage of AUM
2	1019 Kane Concourse, Suite 202 Bay Harbor Islands, FL, 33154	$240,244,421	2	2	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Miami Beach, Florida

CRYSTAL CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 146010

Assets Under Management $871,000,000

No. Of Clients471

Clients Per Financial Advisor22

CRYSTAL CAPITAL PARTNERS, LLC is a financial advisory firm situated in Bay Harbor Islands, Florida. With a nearly $871M assets under management, the firm specializes in crafting personalized retirement planning solutions for 471 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Other (HEDGE AND PRIVATE EQUITY FUND PORTFOLIO MANAGEMENT SERVICES)

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STONE HOUSE PARTNERS

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QualificationsFirm CRD# 167094

Assets Under Management $240,244,421

No. Of Clients2

Clients Per Financial Advisor1

STONE HOUSE PARTNERS is a financial advisory firm situated in Bay Harbor Islands, Florida. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 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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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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