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Find Retirement Advisors for Retirement Planning in Miami, 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 Miami, Florida

Last Updated - April 26, 2025

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.

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List of Qualified Retirement Planning Advisors in Miami, Florida

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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Russell Stout
Excelsior Wealth Partners

Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, 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-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Miami, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2665 South Bayshore Drive, Suite 430
Coconut Grove, FL, 33133
$283,432,807467
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2

2665 South Bayshore Drive, Suite 810-B
Coconut Grove, FL, 33133
$134,320,00014
A percentage of AUM, Performance Based
3

3350 Virginia Street, 2nd Floor
Coconut Grove, FL, 33133-5336
$0011
Fixed fees, Other (FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER)

Information on Top Retirement Planning firms in Miami, Florida

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING SERVICES)
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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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • Fixed fees
  • Other (FEES NEGOTIATED WITH AN INVESTMENT ADVISER OR SERVICE PROVIDER)

Financial Planning Services

  • Pesnsion consulting services
  • Other (INFORMATION FOR AN INDIVIDUAL-ACCOUNT RETIREMENT PLAN'S PARTICIPANTS AND NONDISCRETIONARY ADVICE)
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