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.
Lutz has 4 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 Lutz, Florida have an average of 19 years of experience.
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
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
Nathan Helms
CFP®, CIMA®, CRPC®
LPL Financial
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 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, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PFG PRIVATE WEALTH MANAGEMENT, LLC 18572 N. Dale Mabry Hwy, Lutz, FL, 33548 | $239,607,756 | 1413 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | EDMP, INC. 136 Whitaker Road, Suite A Lutz, FL, 33549 | $128,179,312 | 209 | 3 | A Percentage of AUM |
3 | DMK ADVISOR GROUP, INC. 17961 Hunting Bow Circle, Suite 102 Lutz, FL, 33558 | $56,730,097 | 424 | 36 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 282301
Assets Under Management $239,607,756
No. Of Clients1413
Clients Per Financial Advisor236
PFG PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lutz, Florida. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1413 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110248
Assets Under Management $128,179,312
No. Of Clients209
Clients Per Financial Advisor70
EDMP, INC. is a financial advisory firm situated in Lutz, Florida. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 41067
Assets Under Management $56,730,097
No. Of Clients424
Clients Per Financial Advisor12
DMK ADVISOR GROUP, INC. is a financial advisory firm situated in Lutz, Florida. With a nearly $57M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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