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Find Retirement Advisors for Retirement Planning in Lake Mary, 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 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.
Finding the Best Retirement Planners in Lake Mary, Florida
Last Updated - April 16, 2024Lake Mary has 2 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 Lake Mary, Florida have an average of 34 years of experience.
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List of Qualified Retirement Planning Advisors in Lake Mary, Florida
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 314989
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Lake Mary, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NEWPORT GROUP CONSULTING, LLC 300 Primera Blvd., Suite 200 Lake Mary, FL, 32746 | $10,396,176,875 | 589 | 38 | A Percentage of AUM, Fixed Fees |
| 2 | CAPACUITY LLC 300 International Parkway, Suite 350 Lake Mary, FL, 32746 | $5,607,007,725 | 113 | 30 | A Percentage of AUM, Fixed Fees, Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER) |
| 3 | ADVUS FINANCIAL PARTNERS, LLC 1525 International Parkway, Suite 2071 Lake Mary, FL, 32746 | $2,287,801,345 | 1042 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | JACKSON WEALTH MANAGEMENT, LLC 755 Primera Blvd, Suite 1001 Lake Mary, FL, 32746 | $692,100,000 | 2800 | 9 | A Percentage of AUM, Hourly charges |
| 5 | SHARIAPORTFOLIO, INC. 1331 S. International Parkway, Suite 2291 Lake Mary, FL, 32746 | $447,103,420 | 1778 | 11 | A Percentage of AUM, Performance Based |
| 6 | COLLABORATIVE WEALTH 972 International Parkway, Lake Mary, FL, 32746 | $390,123,432 | 1497 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | FAMILYWEALTH 255 Primera Blvd, Suite 160 Lake Mary, FL, 32746 | $263,329,287 | 606 | 14 | A Percentage of AUM, Fixed Fees |
| 8 | ROBO ADVISOR, INC. 255 Primera Boulevard, Suite 160 Lake Mary, FL, 32746-2168 | $0 | 0 | 3 | A Percentage of AUM, Hourly charges, Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.) |
Information on Top Retirement Planning firms in Lake Mary, Florida
QualificationsFirm CRD# 140944
Assets Under Management $10,396,176,875
No. Of Clients589
Clients Per Financial Advisor16
NEWPORT GROUP CONSULTING, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 589 clients. The team consists of 38 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 297679
Assets Under Management $5,607,007,725
No. Of Clients113
Clients Per Financial Advisor4
CAPACUITY LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER)
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 311990
Assets Under Management $2,287,801,345
No. Of Clients1042
Clients Per Financial Advisor58
ADVUS FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1042 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 147642
Assets Under Management $692,100,000
No. Of Clients2800
Clients Per Financial Advisor311
JACKSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $692M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2800 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 173937
Assets Under Management $447,103,420
No. Of Clients1778
Clients Per Financial Advisor162
SHARIAPORTFOLIO, INC. is a financial advisory firm situated in Lake Mary, Florida. With a nearly $447M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1778 clients. The team consists of 11 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 Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 142106
Assets Under Management $390,123,432
No. Of Clients1497
Clients Per Financial Advisor125
COLLABORATIVE WEALTH is a financial advisory firm situated in Lake Mary, Florida. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1497 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 289193
Assets Under Management $263,329,287
No. Of Clients606
Clients Per Financial Advisor43
FAMILYWEALTH is a financial advisory firm situated in Lake Mary, Florida. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 clients. The team consists of 14 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 Business
- Pension Consulting Services
QualificationsFirm CRD# 155976
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ROBO ADVISOR, INC. is a financial advisory firm situated in Lake Mary, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Hourly charges
- Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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