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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 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 Clearwater, Florida

Last Updated - April 25, 2025

Clearwater has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Clearwater, Florida have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Clearwater, Florida

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Yale Walker
AIF®
Walker Wealth Management

Qualifications
CRD# 5746979
Firm CRD# 285880

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning

Compensation/Fee

Not Specified

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advisor
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Armand Atkinson
CFP®, CIMA®, EA, 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

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advisor
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Dynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA

Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66

Minimum Assets Required
$0

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, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jorge I. Blanco
AWMA®, CFP®, CRPC®, CPFA, AIF®
Success Wealth Management

Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Daniel Pappas
CFP®
DWF Wealth Management

Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Based on Assets

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advisor

Qualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$100,000

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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Brian Messick
CPA, CFP®
WeberMessick Weath Management

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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advisor
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Maria Giacalone-Mozo
CRPC®
LPL Financial

Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

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

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advisor
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Daniel Spalding
CEPA®, AIF®
Focus Wealth Strategies, LLC

Qualifications
CRD# 5954349
Firm CRD# 6413
Series 7, 63, 65

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, Commissions, Flat Fee, Based on Assets

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advisor
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Meredith Freeman
Accurate Advisory Group

Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66

Minimum Assets Required
$0

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, Commissions, Based on Assets

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advisor
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Nathan Helms
CEPA®, CFP®, CIMA®
Accurate Wealth Management, LLC

Qualifications
CRD# 5362846
Firm CRD# 298137
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

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Top 14 Retirement Planning firms in Clearwater, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4755 East Bay Drive,
Clearwater, FL, 33764
$2,752,947,5851467579
A percentage of AUM, Hourly charges, Fixed fees
2

611 Druid Rd E. Ste 105,
Clearwater, FL, 33756
$1,877,344,141387121
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
3

1150 Cleveland St, Suite 420,
Clearwater, FL, 33755-4860
$778,298,973714
A percentage of AUM, Fixed fees, Performance Based
4

311 Park Place Blvd., Suite 150
Clearwater, FL, 33759
$761,160,791200611
A percentage of AUM, Hourly charges, Fixed fees
5

311 Park Place Blvd N, Ste. 230
Clearwater, FL, 33759
$626,488,465206310
A percentage of AUM, Hourly charges, Fixed fees
6

2475 Enterprise Rd.,
Clearwater, FL, 33763
$362,627,8213924
A percentage of AUM
7

114 Turner Street,
Clearwater, FL, 33756
$298,574,47852411
A percentage of AUM, Hourly charges, Fixed fees
8

611 Druid Road East, Suite 407
Clearwater, FL, 33756
$239,887,3655292
A percentage of AUM, Hourly charges, Performance Based
9

1432 Court Street,
Clearwater, FL, 33756
$210,281,9765273
A percentage of AUM
10

1465 South Fort Harrison Avenue, Suite 201
Clearwater, FL, 33756
$116,315,6585363
A percentage of AUM, Hourly charges
11

28163 Us Highway 19 North, Suite 205
Clearwater, FL, 33761
$109,428,6234434
A percentage of AUM
12

12707 49th Street N, Suite 800
Clearwater, FL, 33762
$103,671,1364664
A percentage of AUM
13

2637 Mc Cormick Drive, Suite 101
Clearwater, FL, 33759
$100,205,8984889
A percentage of AUM
14

1700 Mcmullen Booth Rd., Suite A-5
Clearwater, FL, 33759-2130
$92,774,5303822
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Clearwater, Florida

QualificationsFirm CRD# 131167

Assets Under Management $2,752,947,585

No. Of Clients14675

Clients Per Financial Advisor186

CSENGE ADVISORY GROUP, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14675 clients. The team consists of 79 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
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (ASSET ALLOCATION SERVICES)
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QualificationsFirm CRD# 105375

Assets Under Management $1,877,344,141

No. Of Clients3871

Clients Per Financial Advisor184

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 3871 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 294051

Assets Under Management $778,298,973

No. Of Clients7

Clients Per Financial Advisor1

DEUTERIUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $778M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 14 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
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QualificationsFirm CRD# 168495

Assets Under Management $761,160,791

No. Of Clients2006

Clients Per Financial Advisor182

FLAHARTY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2006 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 312462

Assets Under Management $626,488,465

No. Of Clients2063

Clients Per Financial Advisor206

UNIQUE WEALTH, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2063 clients. The team consists of 10 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
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QualificationsFirm CRD# 315152

Assets Under Management $362,627,821

No. Of Clients392

Clients Per Financial Advisor98

NOBLE FAMILY WEALTH is a financial advisory firm situated in Clearwater, Florida. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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 services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 332431

Assets Under Management $298,574,478

No. Of Clients524

Clients Per Financial Advisor48

INDIVISIBLE PARTNERS is a financial advisory firm situated in Clearwater, Florida. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 152429

Assets Under Management $239,887,365

No. Of Clients529

Clients Per Financial Advisor265

SUCCESSFUL PORTFOLIOS LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 529 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 299782

Assets Under Management $210,281,976

No. Of Clients527

Clients Per Financial Advisor176

CHRONOS WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Clearwater, Florida. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 324120

Assets Under Management $116,315,658

No. Of Clients536

Clients Per Financial Advisor179

UNIFY FINANCIAL ADVISORS is a financial advisory firm situated in Clearwater, Florida. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 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
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 306475

Assets Under Management $109,428,623

No. Of Clients443

Clients Per Financial Advisor111

PERSONALIZED FINANCIAL SOLUTIONS LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 443 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 112768

Assets Under Management $103,671,136

No. Of Clients466

Clients Per Financial Advisor117

BOSTON ASSET MANAGEMENT, INC. is a financial advisory firm situated in Clearwater, Florida. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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 and/or small businesses
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QualificationsFirm CRD# 326421

Assets Under Management $100,205,898

No. Of Clients488

Clients Per Financial Advisor54

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC 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 488 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 134802

Assets Under Management $92,774,530

No. Of Clients382

Clients Per Financial Advisor191

KAHN FINANCIAL GROUP is a financial advisory firm situated in Clearwater, Florida. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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