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Find Retirement Advisors for Retirement Planning in Lakeland, 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 Lakeland, Florida
Last Updated - April 19, 2024Lakeland has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Lakeland, Florida have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Lakeland, Florida
VERIFIEDJerry Bulaclac
RadiantVest
Qualifications
CRD# 4851069
Firm CRD# 125112
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Commissions, Flat Fee, Based on Assets
VERIFIEDBerkely Arrants
CFP®, CIMA®, CRPC®, CDFA®
Horizon Advisory Group LLC
Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDNathan Helms
CFP®, CIMA®, CRPC®
LPL Financial
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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, Insurance Products & Annuities.
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 7 Retirement Planning firms in Lakeland, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CPS INVESTMENT ADVISORS 205 East Orange Street #310, Lakeland, FL, 33801-4611 | $1,988,218,796 | 7080 | 21 | A Percentage of AUM, Fixed Fees |
| 2 | AGAMERICA LENDING LLC 4030 South Pipkin Rd., Lakeland, FL, 33811 | $1,392,000,000 | 2 | 137 | A Percentage of AUM, Performance Based |
| 3 | CORE WEALTH ADVISORS, INC. 124 South Florida Avenue, 4th Floor Lakeland, FL, 33801 | $411,948,858 | 829 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | JAMES I. BLACK & COMPANY 311 South Florida Avenue, Lakeland, FL, 33801 | $133,303,451 | 141 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE) |
| 5 | CAPSTONE WEALTH MANAGEMENT CORP. 5120 S. Lakeland Drive, Suite 1 Lakeland, FL, 33813 | $123,249,968 | 347 | 5 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | GREENBRIDGE PARTNERS LLC 3700 Airfield Dr West, Lakeland, FL, 33811 | $115,412,683 | 310 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 7 | AMERITY WEALTH MANAGEMENT, LLC 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813 | $53,271,000 | 288 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Lakeland, Florida
QualificationsFirm CRD# 104914
Assets Under Management $1,988,218,796
No. Of Clients7080
Clients Per Financial Advisor337
CPS INVESTMENT ADVISORS is a financial advisory firm situated in Lakeland, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7080 clients. The team consists of 21 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 164866
Assets Under Management $1,392,000,000
No. Of Clients2
Clients Per Financial Advisor0
AGAMERICA LENDING LLC is a financial advisory firm situated in Lakeland, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 137 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
QualificationsFirm CRD# 174386
Assets Under Management $411,948,858
No. Of Clients829
Clients Per Financial Advisor92
CORE WEALTH ADVISORS, INC. is a financial advisory firm situated in Lakeland, Florida. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 829 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 1249
Assets Under Management $133,303,451
No. Of Clients141
Clients Per Financial Advisor16
JAMES I. BLACK & COMPANY is a financial advisory firm situated in Lakeland, Florida. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 141 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
- Fixed Fees
- Other (NEGOTIABLE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 165359
Assets Under Management $123,249,968
No. Of Clients347
Clients Per Financial Advisor69
CAPSTONE WEALTH MANAGEMENT CORP. is a financial advisory firm situated in Lakeland, Florida. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 347 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 304445
Assets Under Management $115,412,683
No. Of Clients310
Clients Per Financial Advisor310
GREENBRIDGE PARTNERS LLC is a financial advisory firm situated in Lakeland, Florida. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 310 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 322265
Assets Under Management $53,271,000
No. Of Clients288
Clients Per Financial Advisor29
AMERITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lakeland, Florida. With a nearly $53M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 10 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
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