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Find Retirement Advisors for Retirement Planning in Longboat Key, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Longboat Key, Florida

Last Updated - April 25, 2025

Longboat Key has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Longboat Key, Florida have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Longboat Key, Florida

VERIFIED

Patricia Chevalier
CASL^®, CFP^®, RICP^®, APMA^®, CLU^®, ChFC^®
Prudential

Qualifications
CRD# 2088425
Firm CRD# 8733
Series 6, 7, 9, 10, 24, 63, 65

Minimum Assets Required
Not Specified

Address

3403 Magic Oak,
Sarasota, FL 34232 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Brian Messick
CPA, CFP^®
WeberMessick Weath Management

Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715 See Details

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

Find An Advisor

VERIFIED

Yale Walker
AIF^®
Walker Wealth Management

Qualifications
CRD# 5746979
Firm CRD# 285880

Minimum Assets Required
$500,000

Address

2553 1st Avenue North,
Saint Petersburg, FL 33713 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Jorge I. Blanco
AWMA^®, CFP^®, CRPC^®, CPFA, AIF^®
Success Wealth Management

Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

401 E. Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

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

Find An Advisor

VERIFIED

Provident Wealth Management Group
CFP^®

Qualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$100,000

Address

401 E Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4221 West Boy Scout Blvd,
Suite 190,
Tampa, FL 33607 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Meredith Freeman
Accurate Advisory Group

Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66

Minimum Assets Required
$0

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

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

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Top 1 Retirement Planning firms in Longboat Key, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	595 Bay Isles Road, Suite 210 Longboat Key, FL, 34228	$111,583,776	321	4	A percentage of AUM, Other (SUBADVISOR FEES)

Information on Top Retirement Planning firms in Longboat Key, Florida

CAIM LLC

Find an Advisor

QualificationsFirm CRD# 144946

Assets Under Management $111,583,776

No. Of Clients321

Clients Per Financial Advisor80

CAIM LLC is a financial advisory firm situated in Longboat Key, Florida. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 321 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (SUBADVISOR FEES)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Other (SUBADVISOR)

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Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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