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 Fort Lauderdale, 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 you 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 registrations check. 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 Fort Lauderdale, Florida

Last Updated - March 21, 2024

Fort Lauderdale has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Fort Lauderdale, Florida have an average of 26 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 Fort Lauderdale, Florida

advisor-photo
vector.svg VERIFIED

Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

advisor-photo
vector.svg VERIFIED

Jimmy Gonzalez
CRPC®
Anthem Advisors

Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Dock Street Asset Management
CAIA®, CFA®

Qualifications
Firm CRD# 111163

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

Top 15 Retirement Planning firms in Fort Lauderdale, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$88,033,541,740101154
A Percentage of AUM, Performance Based
2
PROVENANCE WEALTH ADVISORS
200 East Las Olas Boulevard, 19th Floor
Fort Lauderdale, FL, 33301
$2,641,746,411244554
A Percentage of AUM, Hourly charges, Fixed Fees
3
SOUND INCOME STRATEGIES, LLC
500 W Cypress Creek Road, Suite 290
Fort Lauderdale, FL, 33309
$2,039,250,8871486873
A Percentage of AUM, Hourly charges, Fixed Fees
4
PALISADES HUDSON ASSET MANAGEMENT, L.P.
200 Sw First Avenue, Suite 800
Fort Lauderdale, FL, 33301
$1,376,025,12317018
A Percentage of AUM, Fixed Fees
5
HOLDCO ASSET MANAGEMENT, LP
515 East Las Olas Blvd., Suite 1010
Fort Lauderdale, FL, 33301
$1,291,000,00057
A Percentage of AUM, Performance Based
6
OCCUDO QUANTITATIVE STRATEGIES LP
401 E Las Olas Boulevard, Suite 1400
Fort Lauderdale, FL, 33301
$988,587,86425
A Percentage of AUM, Performance Based
7
SOCIUS FAMILY OFFICE, LLC
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL, 33301
$728,191,30353413
A Percentage of AUM, Fixed Fees, Other (RETAINER BASED ON SCOPE OF WORK)
8
CONSILIUM INVESTMENT MANAGEMENT LLC
2400 E Commercial Blvd, Suite 900
Fort Lauderdale, FL, 33308
$402,790,75029
A Percentage of AUM, Performance Based
9
BELHEALTH INVESTMENT PARTNERS, LLC
401 E. Las Olas Blvd., Suite 1400
Fort Lauderdale, FL, 33301
$337,109,09725
A Percentage of AUM, Performance Based
10
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
2810 East Oakland Park Blvd, Suite 101
Fort Lauderdale, FL, 33306
$331,402,981280518
A Percentage of AUM, Hourly charges, Fixed Fees
11
FIORI FINANCIAL GROUP
205 South East 20th St,
Fort Lauderdale, FL, 33316
$324,231,2335628
A Percentage of AUM, Fixed Fees
12
WEATHERVANE ASSET MANAGEMENT LLC
1 East Broward Blvd., Suite 700
Fort Lauderdale, FL, 33301
$318,262,349673
A Percentage of AUM, Performance Based
13
LAS OLAS CAPITAL ADVISORS, LLC
888 East Las Olas Blvd, Suite 200
Fort Lauderdale, FL, 33301
$309,095,374447
A Percentage of AUM, Fixed Fees, Other (PRIVATE FUND RELATED FEES AS OUTLINED IN THE PPM OR AGREEMENT)
14
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
200 E Las Olas Blvd, Suite 1560
Fort Lauderdale, FL, 33301
$152,893,21442
A Percentage of AUM, Performance Based
15
ARAGON CAPITAL LLC
101 Ne 3rd Ave, Suite 1500
Fort Lauderdale, FL, 33301
$148,891,17191612
A Percentage of AUM

Information on Top Retirement Planning firms in Fort Lauderdale, Florida

QualificationsFirm CRD# 283720

Assets Under Management $88,033,541,740

No. Of Clients101

Clients Per Financial Advisor1

GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 154 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 126529

Assets Under Management $2,641,746,411

No. Of Clients2445

Clients Per Financial Advisor45

PROVENANCE WEALTH ADVISORS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2445 clients. The team consists of 54 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 173272

Assets Under Management $2,039,250,887

No. Of Clients14868

Clients Per Financial Advisor204

SOUND INCOME STRATEGIES, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14868 clients. The team consists of 73 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109134

Assets Under Management $1,376,025,123

No. Of Clients170

Clients Per Financial Advisor9

PALISADES HUDSON ASSET MANAGEMENT, L.P. is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 167054

Assets Under Management $1,291,000,000

No. Of Clients5

Clients Per Financial Advisor1

HOLDCO ASSET MANAGEMENT, LP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 310070

Assets Under Management $988,587,864

No. Of Clients2

Clients Per Financial Advisor0

OCCUDO QUANTITATIVE STRATEGIES LP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 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
View Full Profile

QualificationsFirm CRD# 137800

Assets Under Management $728,191,303

No. Of Clients534

Clients Per Financial Advisor41

SOCIUS FAMILY OFFICE, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (RETAINER BASED ON SCOPE OF WORK)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 131934

Assets Under Management $402,790,750

No. Of Clients2

Clients Per Financial Advisor0

CONSILIUM INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 9 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 162674

Assets Under Management $337,109,097

No. Of Clients2

Clients Per Financial Advisor0

BELHEALTH INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 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
View Full Profile

QualificationsFirm CRD# 286005

Assets Under Management $331,402,981

No. Of Clients2805

Clients Per Financial Advisor156

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2805 clients. The team consists of 18 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 318641

Assets Under Management $324,231,233

No. Of Clients562

Clients Per Financial Advisor70

FIORI FINANCIAL GROUP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 562 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 312424

Assets Under Management $318,262,349

No. Of Clients67

Clients Per Financial Advisor22

WEATHERVANE ASSET MANAGEMENT LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 3 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 Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 175077

Assets Under Management $309,095,374

No. Of Clients44

Clients Per Financial Advisor6

LAS OLAS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 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
  • Fixed Fees
  • Other (PRIVATE FUND RELATED FEES AS OUTLINED IN THE PPM OR AGREEMENT)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 313985

Assets Under Management $152,893,214

No. Of Clients4

Clients Per Financial Advisor2

ALTERNA EQUITY PARTNERS MANAGEMENT LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 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
View Full Profile

QualificationsFirm CRD# 166958

Assets Under Management $148,891,171

No. Of Clients916

Clients Per Financial Advisor76

ARAGON CAPITAL LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 916 clients. The team consists of 12 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 Individuals
  • Portfolio Management for Business
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