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 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.
Lady Lake has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Lady Lake, Florida have an average of 27 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Stephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 143767
Series 7, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Based on Assets
Meredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1515 Buenos Aires Blvd, Lady Lake, FL, 32159 | $1,361,849,417 | 11583 | 93 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 144434
Assets Under Management $1,361,849,417
No. Of Clients11583
Clients Per Financial Advisor125
ROYAL FUND MANAGEMENT, LLC is a financial advisory firm situated in Lady Lake, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11583 clients. The team consists of 93 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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