Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Miami has 4 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 Miami, Florida have an average of 25 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Russell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Vivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2665 South Bayshore Drive, Suite 430 Coconut Grove, FL, 33133 | $283,432,807 | 46 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
2 | 2665 South Bayshore Drive, Suite 810-B Coconut Grove, FL, 33133 | $134,320,000 | 1 | 4 | A percentage of AUM, Performance Based |
3 | 3350 Virginia Street, 2nd Floor Coconut Grove, FL, 33133-5336 | $0 | 0 | 11 | Fixed fees, Other (FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER) |
QualificationsFirm CRD# 282031
Assets Under Management $283,432,807
No. Of Clients46
Clients Per Financial Advisor7
EKANTA WEALTH ADVISORS LLC is a financial advisory firm situated in Coconut Grove, Florida. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322874
Assets Under Management $134,320,000
No. Of Clients1
Clients Per Financial Advisor0
APEX INVESTMENTS MANAGEMENT US, LLC is a financial advisory firm situated in Coconut Grove, Florida. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146082
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
REMOTIV / FINANCIAL SOUNDINGS is a financial advisory firm situated in Coconut Grove, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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