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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 4458 Legendary Dr., Suite 140 Destin, FL, 32541 | $180,012,386 | 657 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 4300 Legendary Drive, Suite 230 Destin, FL, 32541 | $116,000,000 | 342 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 174901
Assets Under Management $180,012,386
No. Of Clients657
Clients Per Financial Advisor94
WEALTHTRUST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Destin, Florida. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306396
Assets Under Management $116,000,000
No. Of Clients342
Clients Per Financial Advisor171
CHIPSER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Destin, Florida. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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