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.
Delray Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Delray Beach, 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
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
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
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 | 101 Se 6th Ave, Suite A Delray Beach, FL, 33483 | $357,465,411 | 357 | 4 | A percentage of AUM, Hourly charges |
2 | 137 Nw 1st Avenue, Delray Beach, FL, 33444 | $123,170,058 | 123 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 1615 South Congress Ave, Suite 103 Delray Beach, FL, 33445 | $105,429,135 | 6 | 15 | A percentage of AUM, Performance Based |
4 | 1615 South Congress Avenue, Suite 103 Delray Beach, FL, 33445 | $3,064,512 | 1 | 4 | A percentage of AUM |
5 | 111 E Atlantic Ave, Suite 200 Delray Beach, FL, 33444 | $0 | 0 | 130 | Other (REFERRAL FEES) |
QualificationsFirm CRD# 110134
Assets Under Management $357,465,411
No. Of Clients357
Clients Per Financial Advisor89
KEATING INVESTMENT COUNSELORS INC is a financial advisory firm situated in Delray Beach, Florida. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157819
Assets Under Management $123,170,058
No. Of Clients123
Clients Per Financial Advisor31
MACLENDON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Delray Beach, Florida. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 174079
Assets Under Management $105,429,135
No. Of Clients6
Clients Per Financial Advisor0
LAW FINANCE GROUP MANAGEMENT COMPANY is a financial advisory firm situated in Delray Beach, Florida. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316760
Assets Under Management $3,064,512
No. Of Clients1
Clients Per Financial Advisor0
ALPHA GROWTH MANAGEMENT LLC is a financial advisory firm situated in Delray Beach, Florida. With a nearly $3M 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# 330375
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
FINANCEBUZZ is a financial advisory firm situated in Delray 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 130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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