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Find Retirement Advisors for Retirement Planning in Largo, 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 Largo, Florida
Last Updated - April 12, 2024Largo has 5 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 Largo, Florida have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Largo, Florida
VERIFIED Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDArmand 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
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, Hourly, Commissions, Flat Fee, 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
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Commissions, 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
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Top 3 Retirement Planning firms in Largo, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LIGHTHOUSE FINANCIAL 1679 Indian Rocks Rd S, Largo, FL, 33774-1026 | $452,963,384 | 245 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | JAZZ WEALTH MANAGERS, INC. 2300 Tall Pines Dr. #126, Largo, FL, 33771 | $254,039,125 | 8059 | 7 | A Percentage of AUM, Other (MONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE) |
| 3 | ECONOLOGICS FINANCIAL ADVISORS 2401 West Bay Drive, Suite 603 Largo, FL, 33770 | $84,809,297 | 348 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Largo, Florida
QualificationsFirm CRD# 137277
Assets Under Management $452,963,384
No. Of Clients245
Clients Per Financial Advisor245
LIGHTHOUSE FINANCIAL is a financial advisory firm situated in Largo, Florida. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 282807
Assets Under Management $254,039,125
No. Of Clients8059
Clients Per Financial Advisor1151
JAZZ WEALTH MANAGERS, INC. is a financial advisory firm situated in Largo, Florida. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8059 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (MONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125738
Assets Under Management $84,809,297
No. Of Clients348
Clients Per Financial Advisor18
ECONOLOGICS FINANCIAL ADVISORS is a financial advisory firm situated in Largo, Florida. With a nearly $85M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 19 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
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.