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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 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 Fort Lauderdale, Florida
Last Updated - March 19, 2025Fort 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Fort Lauderdale, Florida
VERIFIEDRussell 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDVivienne 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Fort Lauderdale, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301 | $88,033,541,740 | 101 | 154 | A Percentage of AUM, Performance Based |
| 2 | 200 East Las Olas Boulevard, 19th Floor Fort Lauderdale, FL, 33301 | $2,641,746,411 | 2445 | 54 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | 500 W Cypress Creek Road, Suite 290 Fort Lauderdale, FL, 33309 | $2,039,250,887 | 14868 | 73 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | 200 Sw First Avenue, Suite 800 Fort Lauderdale, FL, 33301 | $1,376,025,123 | 170 | 18 | A Percentage of AUM, Fixed Fees |
| 5 | 515 East Las Olas Blvd., Suite 1010 Fort Lauderdale, FL, 33301 | $1,291,000,000 | 5 | 7 | A Percentage of AUM, Performance Based |
| 6 | 401 E Las Olas Boulevard, Suite 1400 Fort Lauderdale, FL, 33301 | $988,587,864 | 2 | 5 | A Percentage of AUM, Performance Based |
| 7 | 200 East Las Olas Boulevard, Suite 1550 Fort Lauderdale, FL, 33301 | $728,191,303 | 534 | 13 | A Percentage of AUM, Fixed Fees, Other (RETAINER BASED ON SCOPE OF WORK) |
| 8 | 2400 E Commercial Blvd, Suite 900 Fort Lauderdale, FL, 33308 | $402,790,750 | 2 | 9 | A Percentage of AUM, Performance Based |
| 9 | 401 E. Las Olas Blvd., Suite 1400 Fort Lauderdale, FL, 33301 | $337,109,097 | 2 | 5 | A Percentage of AUM, Performance Based |
| 10 | 2810 East Oakland Park Blvd, Suite 101 Fort Lauderdale, FL, 33306 | $331,402,981 | 2805 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | 205 South East 20th St, Fort Lauderdale, FL, 33316 | $324,231,233 | 562 | 8 | A Percentage of AUM, Fixed Fees |
| 12 | 1 East Broward Blvd., Suite 700 Fort Lauderdale, FL, 33301 | $318,262,349 | 67 | 3 | A Percentage of AUM, Performance Based |
| 13 | 888 East Las Olas Blvd, Suite 200 Fort Lauderdale, FL, 33301 | $309,095,374 | 44 | 7 | A Percentage of AUM, Fixed Fees, Other (PRIVATE FUND RELATED FEES AS OUTLINED IN THE PPM OR AGREEMENT) |
| 14 | 200 E Las Olas Blvd, Suite 1560 Fort Lauderdale, FL, 33301 | $152,893,214 | 4 | 2 | A Percentage of AUM, Performance Based |
| 15 | 101 Ne 3rd Ave, Suite 1500 Fort Lauderdale, FL, 33301 | $148,891,171 | 916 | 12 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.