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.
Daytona Beach has 5 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 Daytona Beach, Florida have an average of 32 years of experience.
Stephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Minimum Assets Required
$25,000
Not Specified
Fee-Based
Camarda Wealth Advisory Group
EA, CFA®
Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65
Minimum Assets Required
$0
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
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1825 Business Park Blvd., Suite E Daytona Beach, FL, 32114 | $350,127,539 | 985 | 8 | A percentage of AUM, Hourly charges |
2 | 113 Executive Cir., Daytona Beach, FL, 32114 | $200,000,000 | 126 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 132 International Speedway Blvd, Suite 65 Daytona Beach, FL, 32114 | $0 | 0 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 139806
Assets Under Management $350,127,539
No. Of Clients985
Clients Per Financial Advisor123
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Daytona Beach, Florida. With a nearly $350M assets under management, the firm specializes in crafting personalized retirement planning solutions for 985 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111800
Assets Under Management $200,000,000
No. Of Clients126
Clients Per Financial Advisor18
FIRSTRUST is a financial advisory firm situated in Daytona Beach, Florida. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 334443
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
STRIVE RETIREMENT GROUP is a financial advisory firm situated in Daytona Beach, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.