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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 - May 24, 2025Clearwater has 14 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Clearwater, Florida
VERIFIEDYale 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
VERIFIEDArmand 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
VERIFIEDDynasty 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJorge 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
VERIFIEDDaniel 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
VERIFIEDQualifications
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
VERIFIEDJacob Hurley
SITREP Financial
Qualifications
CRD# 7287628
Firm CRD# 125112
Series 7, 24, 66
Minimum Assets Required
Not Specified
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
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDBrian 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
VERIFIEDMaria 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
VERIFIEDDaniel 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
VERIFIEDMeredith 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
VERIFIEDNathan 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Clearwater, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4755 East Bay Drive, Clearwater, FL, 33764 | $2,752,947,585 | 14675 | 79 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 611 Druid Rd E. Ste 105, Clearwater, FL, 33756 | $1,877,344,141 | 3871 | 21 | 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 | $778,298,973 | 7 | 14 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 311 Park Place Blvd., Suite 150 Clearwater, FL, 33759 | $761,160,791 | 2006 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 311 Park Place Blvd N, Ste. 230 Clearwater, FL, 33759 | $626,488,465 | 2063 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 2475 Enterprise Rd., Clearwater, FL, 33763 | $362,627,821 | 392 | 4 | A percentage of AUM |
| 7 | 114 Turner Street, Clearwater, FL, 33756 | $298,574,478 | 524 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 611 Druid Road East, Suite 407 Clearwater, FL, 33756 | $239,887,365 | 529 | 2 | A percentage of AUM, Hourly charges, Performance Based |
| 9 | 1432 Court Street, Clearwater, FL, 33756 | $210,281,976 | 527 | 3 | A percentage of AUM |
| 10 | 1465 South Fort Harrison Avenue, Suite 201 Clearwater, FL, 33756 | $116,315,658 | 536 | 3 | A percentage of AUM, Hourly charges |
| 11 | 28163 Us Highway 19 North, Suite 205 Clearwater, FL, 33761 | $109,428,623 | 443 | 4 | A percentage of AUM |
| 12 | 12707 49th Street N, Suite 800 Clearwater, FL, 33762 | $103,671,136 | 466 | 4 | A percentage of AUM |
| 13 | 2637 Mc Cormick Drive, Suite 101 Clearwater, FL, 33759 | $100,205,898 | 488 | 9 | A percentage of AUM |
| 14 | 1700 Mcmullen Booth Rd., Suite A-5 Clearwater, FL, 33759-2130 | $92,774,530 | 382 | 2 | 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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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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Looking for more choices? Use our free match service to compare retirement planners serving your area.