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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 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 Lake Mary, Florida
Last Updated - April 25, 2025Lake Mary has 6 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 28 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
VERIFIEDStephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
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
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
VERIFIEDQualifications
Firm CRD# 143767
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMeredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, 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 | 300 International Parkway, Suite 350 Lake Mary, FL, 32746 | $7,423,956,641 | 86 | 33 | A percentage of AUM, Fixed fees, Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER) |
| 2 | 300 Primera Blvd., Suite 200 Lake Mary, FL, 32746 | $2,560,003,733 | 706 | 30 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 3 | 1331 S. International Parkway, Suite 2291 Lake Mary, FL, 32746 | $832,278,299 | 1873 | 11 | A percentage of AUM, Performance Based |
| 4 | 755 Primera Blvd, Suite 1001 Lake Mary, FL, 32746 | $820,900,000 | 2800 | 11 | A percentage of AUM, Hourly charges |
| 5 | 972 International Parkway, Lake Mary, FL, 32746 | $564,031,327 | 1810 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 255 Primera Blvd, Suite 160 Lake Mary, FL, 32746 | $316,315,559 | 584 | 12 | A percentage of AUM, Fixed fees |
| 7 | 605 Crescent Executive Court, Suite 104 Lake Mary, FL, 32746 | $107,287,193 | 10 | 8 | A percentage of AUM, Fixed fees |
| 8 | 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# 297679
Assets Under Management $7,423,956,641
No. Of Clients86
Clients Per Financial Advisor3
CAPACUITY LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86 clients. The team consists of 33 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140944
Assets Under Management $2,560,003,733
No. Of Clients706
Clients Per Financial Advisor24
NEWPORT GROUP CONSULTING, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 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 (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS)
QualificationsFirm CRD# 173937
Assets Under Management $832,278,299
No. Of Clients1873
Clients Per Financial Advisor170
SHARIAPORTFOLIO, INC. is a financial advisory firm situated in Lake Mary, Florida. With a nearly $832M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1873 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 147642
Assets Under Management $820,900,000
No. Of Clients2800
Clients Per Financial Advisor255
JACKSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $821M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2800 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 142106
Assets Under Management $564,031,327
No. Of Clients1810
Clients Per Financial Advisor139
COLLABORATIVE WEALTH is a financial advisory firm situated in Lake Mary, Florida. With a nearly $564M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1810 clients. The team consists of 13 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
QualificationsFirm CRD# 289193
Assets Under Management $316,315,559
No. Of Clients584
Clients Per Financial Advisor49
FAMILYWEALTH is a financial advisory firm situated in Lake Mary, Florida. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER)
QualificationsFirm CRD# 331655
Assets Under Management $107,287,193
No. Of Clients10
Clients Per Financial Advisor1
QTR FAMILY WEALTH, LLC is a financial advisory firm situated in Lake Mary, Florida. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
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 services
- Portfolio management for individuals and/or small businesses
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Looking for more choices? Use our free match service to compare retirement planners serving your area.