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 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.
Bradenton has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Bradenton, Florida have an average of 21 years of experience.
Brian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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.
Fee-Based, Commissions, Based on Assets
Armand Atkinson
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group
Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66
Minimum Assets Required
$50,000
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, Hourly, Commissions, Flat Fee, Based on Assets
Berkely Arrants
CFP®, CIMA®, CRPC®, CDFA®
Horizon Advisory Group LLC
Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TRG ADVISORS, INC. 8470 Enterprise Circle, Suite 110-E Lakewood Ranch, FL, 34202 | $317,695,819 | 189 | 3 | A Percentage of AUM, Hourly charges, Other (SUBADVISER FEES) |
2 | CLARITY CAPITAL ADVISORS, LLC 9040 Town Center Parkway, Lakewood Ranch, FL, 34202 | $236,091,681 | 232 | 2 | Fixed Fees |
3 | BASE WEALTH MANAGEMENT 7301 Merchant Court, Suite A Lakewood Ranch, FL, 34240 | $107,217,000 | 1020 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 297171
Assets Under Management $317,695,819
No. Of Clients189
Clients Per Financial Advisor63
TRG ADVISORS, INC. is a financial advisory firm situated in Lakewood Ranch, Florida. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282405
Assets Under Management $236,091,681
No. Of Clients232
Clients Per Financial Advisor116
CLARITY CAPITAL ADVISORS, LLC is a financial advisory firm situated in Lakewood Ranch, Florida. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321991
Assets Under Management $107,217,000
No. Of Clients1020
Clients Per Financial Advisor204
BASE WEALTH MANAGEMENT is a financial advisory firm situated in Lakewood Ranch, Florida. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1020 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.