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Find Retirement Advisors for Retirement Planning in Clearwater, 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 Clearwater, Florida
Last Updated - April 13, 2024Clearwater has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Clearwater, Florida have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Clearwater, Florida
VERIFIED Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 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, 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
VERIFIEDNathan Helms
CFP®, CIMA®, CRPC®
LPL Financial
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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, 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
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
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Top 11 Retirement Planning firms in Clearwater, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CSENGE ADVISORY GROUP, LLC 4755 East Bay Drive, Clearwater, FL, 33764 | $2,265,052,044 | 13504 | 85 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | PROVISE MANAGEMENT GROUP, LLC 611 Druid Rd E. Ste 105, Clearwater, FL, 33756 | $1,616,430,257 | 3767 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR) |
| 3 | DEUTERIUM CAPITAL MANAGEMENT, LLC 1006 North Fort Harrison Avenue, Clearwater, FL, 33755-3017 | $1,041,985,506 | 9 | 15 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | FLAHARTY ASSET MANAGEMENT, LLC 311 Park Place Blvd., Suite 150 Clearwater, FL, 33759 | $682,629,834 | 1944 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | NOBLE FAMILY WEALTH 2475 Enterprise Rd., Clearwater, FL, 33763 | $315,027,000 | 384 | 4 | A Percentage of AUM |
| 6 | CLIENT 1ST ADVISORY GROUP 611 Druid Road E., Suite 707 Clearwater, FL, 33756 | $292,050,912 | 314 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | SUCCESSFUL PORTFOLIOS LLC 611 Druid Road East, Suite 407 Clearwater, FL, 33756 | $289,666,274 | 977 | 2 | A Percentage of AUM, Hourly charges, Performance Based |
| 8 | CHRONOS WEALTH MANAGEMENT, L.L.C. 1432 Court Street, Clearwater, FL, 33756 | $172,846,672 | 530 | 3 | A Percentage of AUM |
| 9 | BOSTON ASSET MANAGEMENT, INC. 12707 49th Street N, Suite 800 Clearwater, FL, 33762 | $96,520,366 | 437 | 4 | A Percentage of AUM |
| 10 | KAHN FINANCIAL GROUP 1700 Mcmullen Booth Rd., Suite A-5 Clearwater, FL, 33759-2130 | $87,806,128 | 383 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC 2637 Mc Cormick Drive, Suite 101 Clearwater, FL, 33759 | $0 | 0 | 9 | A Percentage of AUM |
Information on Top Retirement Planning firms in Clearwater, Florida
QualificationsFirm CRD# 131167
Assets Under Management $2,265,052,044
No. Of Clients13504
Clients Per Financial Advisor159
CSENGE ADVISORY GROUP, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13504 clients. The team consists of 85 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
QualificationsFirm CRD# 105375
Assets Under Management $1,616,430,257
No. Of Clients3767
Clients Per Financial Advisor179
PROVISE MANAGEMENT GROUP, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3767 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
- Hourly charges
- Fixed Fees
- Commission Based
- Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 294051
Assets Under Management $1,041,985,506
No. Of Clients9
Clients Per Financial Advisor1
DEUTERIUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 15 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
- Portfolio Management for Business
QualificationsFirm CRD# 168495
Assets Under Management $682,629,834
No. Of Clients1944
Clients Per Financial Advisor177
FLAHARTY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $683M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1944 clients. The team consists of 11 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 315152
Assets Under Management $315,027,000
No. Of Clients384
Clients Per Financial Advisor96
NOBLE FAMILY WEALTH is a financial advisory firm situated in Clearwater, Florida. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 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
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 167790
Assets Under Management $292,050,912
No. Of Clients314
Clients Per Financial Advisor52
CLIENT 1ST ADVISORY GROUP is a financial advisory firm situated in Clearwater, Florida. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 152429
Assets Under Management $289,666,274
No. Of Clients977
Clients Per Financial Advisor489
SUCCESSFUL PORTFOLIOS LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 977 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
- Hourly charges
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 299782
Assets Under Management $172,846,672
No. Of Clients530
Clients Per Financial Advisor177
CHRONOS WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Clearwater, Florida. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 530 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 112768
Assets Under Management $96,520,366
No. Of Clients437
Clients Per Financial Advisor109
BOSTON ASSET MANAGEMENT, INC. is a financial advisory firm situated in Clearwater, Florida. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 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# 134802
Assets Under Management $87,806,128
No. Of Clients383
Clients Per Financial Advisor192
KAHN FINANCIAL GROUP is a financial advisory firm situated in Clearwater, Florida. With a nearly $88M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 326421
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.