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Find Retirement Advisors for Retirement Planning in Bonita 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 you 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 registrations check. 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 Bonita Springs, Florida

Last Updated - December 1, 2024

Bonita Springs has 2 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 Bonita Springs, Florida have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Bonita Springs, Florida

VERIFIED

Dustin Rinaldi
AWMA^®, CFP^®, CRPC^®
Rinaldi Wealth Management

Qualifications
CRD# 5006872
Firm CRD# 311583
Series 65

Minimum Assets Required
$500,000

Address

24311 Walden Center Drive, Suite 100,
Bonita Springs, FL 34134 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-Only, Flat Fee, 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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	PORTFOLIO MEDICS, LLC 27499 Riverview Center Blvd, Suite 406 Bonita Springs, FL, 34134	$383,038,089	2167	75	A Percentage of AUM, Hourly charges, Fixed Fees
2	RINALDI WEALTH MANAGEMENT, INC. 24311 Walden Center Drive, Suite 100 Bonita Springs, FL, 34134	$130,600,000	962	4	A Percentage of AUM, Hourly charges
3	NOVA WEALTH MANAGEMENT, INC. 24311 Walden Center Dr, Suite 200 Bonita Springs, FL, 34134	$113,804,287	607	9	A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Bonita Springs, Florida

PORTFOLIO MEDICS, LLC

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QualificationsFirm CRD# 145958

Assets Under Management $383,038,089

No. Of Clients2167

Clients Per Financial Advisor29

PORTFOLIO MEDICS, LLC is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2167 clients. The team consists of 75 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
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

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RINALDI WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 311583

Assets Under Management $130,600,000

No. Of Clients962

Clients Per Financial Advisor241

RINALDI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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NOVA WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 169450

Assets Under Management $113,804,287

No. Of Clients607

Clients Per Financial Advisor67

NOVA WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 607 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
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

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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