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 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.
Hollywood has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Hollywood, Florida have an average of 24 years of experience.
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Only
Jimmy Gonzalez
CRPC®
Anthem Advisors
Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Dock Street Asset Management
CAIA®, CFA®
Qualifications
Firm CRD# 111163
Minimum Assets Required
$500,000
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.
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | IMPERIAL FUND CAPITAL PARTNERS, LLC 1720 Harrison Street, 7th Floor Hollywood, FL, 33020 | $3,870,834,550 | 5 | 7 | A Percentage of AUM, Hourly charges, Performance Based |
2 | AB2 CAPITAL PARTNERS LLC 1201 S Ocean Drive, Apt 610n Hollywood, FL, 33019 | $867,000,000 | 14 | 1 | Fixed Fees, Other (DISCRETIONARY BONUS) |
3 | AZZENDO WEALTH ADVISORS 3878 Sheridan Street, Suite A Hollywood, FL, 33021 | $131,877,929 | 352 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 317525
Assets Under Management $3,870,834,550
No. Of Clients5
Clients Per Financial Advisor1
IMPERIAL FUND CAPITAL PARTNERS, LLC is a financial advisory firm situated in Hollywood, Florida. With a nearly $4B 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.
QualificationsFirm CRD# 318038
Assets Under Management $867,000,000
No. Of Clients14
Clients Per Financial Advisor14
AB2 CAPITAL PARTNERS LLC is a financial advisory firm situated in Hollywood, Florida. With a nearly $867M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 139610
Assets Under Management $131,877,929
No. Of Clients352
Clients Per Financial Advisor117
AZZENDO WEALTH ADVISORS is a financial advisory firm situated in Hollywood, Florida. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 352 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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