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Find Retirement Advisors for Retirement Planning in Jupiter, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Jupiter, Florida

Last Updated - April 25, 2025

Jupiter has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Jupiter, Florida have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Jupiter, Florida

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 8 Retirement Planning firms in Jupiter, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	115 Front Street, Suite 300 Jupiter, FL, 33477	$33,839,596,636	5	119	A percentage of AUM, Performance Based
2	661 University Blvd, Suite 100 Jupiter, FL, 33458	$1,370,465,172	1426	29	A percentage of AUM, Fixed fees
3	116 Intracoastal Pointe Dr., Suite 400 Jupiter, FL, 33477	$554,869,914	173	5	A percentage of AUM
4	4600 Military Trail, Suite 215 Jupiter, FL, 33458	$287,955,997	772	4	A percentage of AUM, Hourly charges, Fixed fees
5	364 Cypress Drive, Suite 202 Jupiter, FL, 33469	$281,827,791	53	4	A percentage of AUM, Hourly charges, Fixed fees
6	1061 E. Indiantown Road, Suite 300 Jupiter, FL, 33477	$270,914,000	692	5	A percentage of AUM
7	759 Parkway Street, Suite 201 Jupiter, FL, 33477	$227,741,225	2067	3	A percentage of AUM
8	1070 E. Indiantown Road, Suite 208-210 Jupiter, FL, 33477	$186,557,899	853	80	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Jupiter, Florida

VOLORIDGE

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QualificationsFirm CRD# 152869

Assets Under Management $33,839,596,636

No. Of Clients5

Clients Per Financial Advisor0

VOLORIDGE is a financial advisory firm situated in Jupiter, Florida. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 119 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

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SLATESTONE WEALTH LLC

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QualificationsFirm CRD# 286669

Assets Under Management $1,370,465,172

No. Of Clients1426

Clients Per Financial Advisor49

SLATESTONE WEALTH LLC is a financial advisory firm situated in Jupiter, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1426 clients. The team consists of 29 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
Selection for other advisors

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INLET PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 297154

Assets Under Management $554,869,914

No. Of Clients173

Clients Per Financial Advisor35

INLET PRIVATE WEALTH, LLC is a financial advisory firm situated in Jupiter, Florida. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Other (SUB-ADVISORY SERVICES)

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CORE WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 162870

Assets Under Management $287,955,997

No. Of Clients772

Clients Per Financial Advisor193

CORE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Jupiter, Florida. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 772 clients. The team consists of 4 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

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CAYSIDE PARTNERS

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QualificationsFirm CRD# 306090

Assets Under Management $281,827,791

No. Of Clients53

Clients Per Financial Advisor13

CAYSIDE PARTNERS is a financial advisory firm situated in Jupiter, Florida. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 4 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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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ONE + ONE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 310906

Assets Under Management $270,914,000

No. Of Clients692

Clients Per Financial Advisor138

ONE + ONE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Jupiter, Florida. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 692 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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ATLANTIC WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 289440

Assets Under Management $227,741,225

No. Of Clients2067

Clients Per Financial Advisor689

ATLANTIC WEALTH PARTNERS, LLC is a financial advisory firm situated in Jupiter, Florida. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2067 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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BLACKRIDGE ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 277085

Assets Under Management $186,557,899

No. Of Clients853

Clients Per Financial Advisor11

BLACKRIDGE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Jupiter, Florida. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 clients. The team consists of 80 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
Selection for other advisors
Education seminars/workshops

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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