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Find Retirement Advisors for Retirement Planning in Bradenton, Florida
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 Bradenton, Florida
Last Updated - April 18, 2024Bradenton has 3 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 Bradenton, Florida have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Bradenton, Florida
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
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
VERIFIEDArmand Atkinson
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group
Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66
Minimum Assets Required
$50,000
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
VERIFIEDBerkely Arrants
CFP®, CIMA®, CRPC®, CDFA®
Horizon Advisory Group LLC
Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
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Top 3 Retirement Planning firms in Bradenton, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PENINSULA ASSET MANAGEMENT INC 1001 3rd Avenue West, Suite 220 Bradenton, FL, 34205 | $246,415,341 | 387 | 4 | A Percentage of AUM |
| 2 | PULLEN INVESTMENT MANAGEMENT 417 12th Street W, Suite 212 Bradenton, FL, 34205 | $131,743,472 | 147 | 3 | A Percentage of AUM, Fixed Fees |
| 3 | SETCHFIELD ASSET MANAGEMENT 392 Aruba Circle, Unit 101 Bradenton, FL, 34209 | $126,500,000 | 202 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Bradenton, Florida
QualificationsFirm CRD# 108600
Assets Under Management $246,415,341
No. Of Clients387
Clients Per Financial Advisor97
PENINSULA ASSET MANAGEMENT INC is a financial advisory firm situated in Bradenton, Florida. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 387 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 310149
Assets Under Management $131,743,472
No. Of Clients147
Clients Per Financial Advisor49
PULLEN INVESTMENT MANAGEMENT is a financial advisory firm situated in Bradenton, Florida. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 113289
Assets Under Management $126,500,000
No. Of Clients202
Clients Per Financial Advisor101
SETCHFIELD ASSET MANAGEMENT is a financial advisory firm situated in Bradenton, Florida. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 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
Financial Planning Services
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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