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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 - April 25, 2025Fort Lauderdale has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 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 | $120,567,542,959 | 727 | 189 | A percentage of AUM, Performance Based |
| 2 | 500 East Broward Boulevard, Suite 2300 Fort Lauderdale, FL, 33394 | $7,238,820,450 | 35 | 88 | A percentage of AUM, Performance Based |
| 3 | 851 W Cypress Creek Rd, Fort Lauderdale, FL, 33309 | $6,980,959,545 | 25 | 8 | A percentage of AUM, Hourly charges, Performance Based |
| 4 | 261 North University Drive, Suite 520 Fort Lauderdale, FL, 33324-2009 | $4,995,503,762 | 94 | 36 | A percentage of AUM, Other (SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS) |
| 5 | 500 W Cypress Creek Road, Suite 290 Fort Lauderdale, FL, 33309 | $3,494,958,391 | 24350 | 111 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 200 East Las Olas Boulevard, 19th Floor Fort Lauderdale, FL, 33301 | $2,615,605,368 | 2046 | 50 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 515 East Las Olas Blvd., Suite 1010 Fort Lauderdale, FL, 33301 | $2,390,092,000 | 6 | 7 | Performance Based |
| 8 | 200 Sw First Avenue, Suite 800 Fort Lauderdale, FL, 33301 | $1,487,780,922 | 176 | 18 | A percentage of AUM, Fixed fees |
| 9 | 500 E Broward Blvd, Suite 1720 Fort Lauderdale, FL, 33394 | $851,177,720 | 3 | 5 | A percentage of AUM, Performance Based |
| 10 | 205 South East 20th St, Fort Lauderdale, FL, 33316 | $476,671,565 | 660 | 8 | A percentage of AUM, Fixed fees |
| 11 | 2400 E Commercial Blvd, Suite 900 Fort Lauderdale, FL, 33308 | $472,303,410 | 3 | 1 | A percentage of AUM, Performance Based |
| 12 | 1301 East Broward Blvd, Suite 200 Fort Lauderdale, FL, 33301 | $422,042,783 | 3051 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 888 East Las Olas Blvd, Suite 200 Fort Lauderdale, FL, 33301 | $373,832,012 | 33 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 14 | 1 East Broward Blvd., Suite 700 Fort Lauderdale, FL, 33301 | $332,447,482 | 70 | 3 | A percentage of AUM, Performance Based |
| 15 | 401 E. Las Olas Blvd., Suite 1400 Fort Lauderdale, FL, 33301 | $309,958,410 | 2 | 6 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Fort Lauderdale, Florida
QualificationsFirm CRD# 283720
Assets Under Management $120,567,542,959
No. Of Clients727
Clients Per Financial Advisor4
GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $121B assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 189 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160791
Assets Under Management $7,238,820,450
No. Of Clients35
Clients Per Financial Advisor0
DEERPATH CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 88 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
- Other (SEPARATELY MANAGED ACCOUNTS AND CLO)
QualificationsFirm CRD# 317525
Assets Under Management $6,980,959,545
No. Of Clients25
Clients Per Financial Advisor3
IMPERIAL CAPITAL PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
- Hourly charges
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 109368
Assets Under Management $4,995,503,762
No. Of Clients94
Clients Per Financial Advisor3
COMMUNITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (NON-INVESTMENT RELATED ADVICE AND EDUCATION REGARDING THE COMMUNITY REINVESTMENT ACT OF 1977.)
QualificationsFirm CRD# 173272
Assets Under Management $3,494,958,391
No. Of Clients24350
Clients Per Financial Advisor219
SOUND INCOME STRATEGIES, LLC 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 24350 clients. The team consists of 111 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 investment companies
- Education seminars/workshops
QualificationsFirm CRD# 126529
Assets Under Management $2,615,605,368
No. Of Clients2046
Clients Per Financial Advisor41
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 2046 clients. The team consists of 50 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
- Pesnsion consulting services
- Other (PORTFOLIO CONSULTING SERVICES)
QualificationsFirm CRD# 167054
Assets Under Management $2,390,092,000
No. Of Clients6
Clients Per Financial Advisor1
HOLDCO ASSET MANAGEMENT, LP 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 6 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 109134
Assets Under Management $1,487,780,922
No. Of Clients176
Clients Per Financial Advisor10
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 176 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 310070
Assets Under Management $851,177,720
No. Of Clients3
Clients Per Financial Advisor1
OCCUDO QUANTITATIVE STRATEGIES LP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $851M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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 vehicles
QualificationsFirm CRD# 318641
Assets Under Management $476,671,565
No. Of Clients660
Clients Per Financial Advisor83
FIORI FINANCIAL GROUP is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 131934
Assets Under Management $472,303,410
No. Of Clients3
Clients Per Financial Advisor3
CONSILIUM INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 1 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
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISORY)
QualificationsFirm CRD# 286005
Assets Under Management $422,042,783
No. Of Clients3051
Clients Per Financial Advisor153
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3051 clients. The team consists of 20 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
- Education seminars/workshops
QualificationsFirm CRD# 175077
Assets Under Management $373,832,012
No. Of Clients33
Clients Per Financial Advisor5
LAS OLAS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $374M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CORPORATE ADVISING; INVESTMENT BANKING ADVICE; NON-TRANSACTIONAL ADVICE)
QualificationsFirm CRD# 312424
Assets Under Management $332,447,482
No. Of Clients70
Clients Per Financial Advisor23
WEATHERVANE ASSET MANAGEMENT LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 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 and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 162674
Assets Under Management $309,958,410
No. Of Clients2
Clients Per Financial Advisor0
BELHEALTH INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.