National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Delray Beach, 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 Delray Beach, Florida

Last Updated - April 25, 2025

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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Delray Beach, Florida

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
advisor
vector.svg VERIFIED

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
vector.svg VERIFIED

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

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 5 Retirement Planning firms in Delray Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

101 Se 6th Ave, Suite A
Delray Beach, FL, 33483
$357,465,4113574
A percentage of AUM, Hourly charges
2

137 Nw 1st Avenue,
Delray Beach, FL, 33444
$123,170,0581234
A percentage of AUM, Hourly charges, Fixed fees
3

1615 South Congress Ave, Suite 103
Delray Beach, FL, 33445
$105,429,135615
A percentage of AUM, Performance Based
4

1615 South Congress Avenue, Suite 103
Delray Beach, FL, 33445
$3,064,51214
A percentage of AUM
5

111 E Atlantic Ave, Suite 200
Delray Beach, FL, 33444
$00130
Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Delray Beach, Florida

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other (HOURLY CONSULTING SERVICES)
View Full Profile

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.

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
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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.

Fee Structure

  • Other (REFERRAL FEES)

Financial Planning Services

  • Selection for other advisors
View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Get Matched With Planners