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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 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 Lakeland, Florida
Last Updated - April 25, 2025Lakeland has 12 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 21 years of experience.
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List of Qualified Retirement Planning Advisors in Lakeland, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDMaria Giacalone-Mozo
CRPC®
LPL Financial
Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJorge I. Blanco
AWMA®, CFP®, CRPC®, CPFA, AIF®
Success Wealth Management
Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, 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
VERIFIEDNathan Helms
CEPA®, CFP®, CIMA®
Accurate Wealth Management, LLC
Qualifications
CRD# 5362846
Firm CRD# 298137
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
VERIFIEDQualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, 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
VERIFIEDDynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA
Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDYale Walker
AIF®
Walker Wealth Management
Qualifications
CRD# 5746979
Firm CRD# 285880
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning
Compensation/Fee
Not Specified
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
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
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Top 7 Retirement Planning firms in Lakeland, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 205 East Orange Street #310, Lakeland, FL, 33801-4611 | $2,353,432,854 | 7120 | 25 | A percentage of AUM, Fixed fees |
| 2 | 4030 South Pipkin Rd., Lakeland, FL, 33811 | $1,772,000,000 | 3 | 133 | A percentage of AUM, Performance Based |
| 3 | 124 South Florida Avenue, 4th Floor Lakeland, FL, 33801 | $506,426,918 | 936 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813 | $277,340,000 | 1138 | 17 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
| 5 | 3700 Airfield Dr West, Lakeland, FL, 33811 | $178,734,014 | 410 | 1 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 6 | 311 South Florida Avenue, Lakeland, FL, 33801 | $142,580,974 | 138 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE) |
| 7 | 5120 S. Lakeland Drive, Suite 1 Lakeland, FL, 33813 | $90,756,453 | 329 | 5 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Lakeland, Florida
QualificationsFirm CRD# 104914
Assets Under Management $2,353,432,854
No. Of Clients7120
Clients Per Financial Advisor285
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 7120 clients. The team consists of 25 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
- Education seminars/workshops
QualificationsFirm CRD# 164866
Assets Under Management $1,772,000,000
No. Of Clients3
Clients Per Financial Advisor0
AGAMERICA LENDING LLC 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 3 clients. The team consists of 133 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
QualificationsFirm CRD# 174386
Assets Under Management $506,426,918
No. Of Clients936
Clients Per Financial Advisor94
CORE WEALTH ADVISORS, INC. is a financial advisory firm situated in Lakeland, Florida. With a nearly $506M assets under management, the firm specializes in crafting personalized retirement planning solutions for 936 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 322265
Assets Under Management $277,340,000
No. Of Clients1138
Clients Per Financial Advisor67
AMERITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lakeland, Florida. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1138 clients. The team consists of 17 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 (PERCENTAGE OF RETIREMENT PLAN ASSETS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 304445
Assets Under Management $178,734,014
No. Of Clients410
Clients Per Financial Advisor410
GREENBRIDGE PARTNERS LLC is a financial advisory firm situated in Lakeland, Florida. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 410 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 1249
Assets Under Management $142,580,974
No. Of Clients138
Clients Per Financial Advisor14
JAMES I. BLACK & COMPANY is a financial advisory firm situated in Lakeland, Florida. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 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
- Other (NEGOTIABLE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 165359
Assets Under Management $90,756,453
No. Of Clients329
Clients Per Financial Advisor66
CAPSTONE WEALTH MANAGEMENT CORP. is a financial advisory firm situated in Lakeland, Florida. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
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