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Find Retirement Advisors for Retirement Planning in Lutz, 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 Lutz, Florida

Last Updated - April 25, 2025

Lutz has 15 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.

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List of Qualified Retirement Planning Advisors in Lutz, Florida

VERIFIED

Maria Giacalone-Mozo
CRPC^®
LPL Financial

Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

15310 Amberly Dr, suite 250,,
Tampa, FL 33647 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

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

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

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:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Daniel Pappas
CFP^®
DWF Wealth Management

Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7

Minimum Assets Required
$250,000

Address

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

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, 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

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

Find An Advisor

VERIFIED

Armand Atkinson
CFP^®, CIMA^®, EA, CLU^®, AIF^®, CDFA^®, ChFC^®
Advanced Wealth Planning Group

Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66

Minimum Assets Required
$50,000

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 See Details

Advisory Services:

Compensation/Fee

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

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:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Nathan Helms
CEPA^®, CFP^®, CIMA^®
Accurate Wealth Management, LLC

Qualifications
CRD# 5362846
Firm CRD# 298137
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

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

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Daniel Spalding
CEPA^®, AIF^®
Focus Wealth Strategies, LLC

Qualifications
CRD# 5954349
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

3419 Brook Crossing Drive,
Brandon, FL 33511 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Jerry Bulaclac
RadiantVest

Qualifications
CRD# 4851069
Firm CRD# 125112
Series 7, 66

Minimum Assets Required
$50,000

Address

Serving Valrico/Brandon area,
Valrico, FL 33596 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Commissions, Flat Fee, 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

Dynasty Wealth Management, LLC
CFP^®, RICP^®, CFA^®, CPFA

Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66

Minimum Assets Required
$0

Address

200 Central Avenue 15th Floor,
Saint Petersburg, FL 33701 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1900 Summit Tower Boulevard,
Suite 230,
Orlando, FL 32810 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Stephen Colavito
SB Advisory

Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65

Minimum Assets Required
$0

Address

Orlando Office,
507 West Canton Ave,
Winter Park, FL 32789 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Lutz, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	18572 N. Dale Mabry Hwy, Lutz, FL, 33548	$238,543,738	1104	8	A percentage of AUM, Hourly charges, Fixed fees
2	136 Whitaker Road, Suite A Lutz, FL, 33549	$135,544,609	207	3	A percentage of AUM
3	17961 Hunting Bow Circle, Suite 102 Lutz, FL, 33558	$80,621,557	462	33	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Lutz, Florida

PFG PRIVATE WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 282301

Assets Under Management $238,543,738

No. Of Clients1104

Clients Per Financial Advisor138

PFG PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lutz, Florida. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1104 clients. The team consists of 8 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
Pesnsion consulting services
Education seminars/workshops

View Full Profile

EDMP, INC.

Find an Advisor

QualificationsFirm CRD# 110248

Assets Under Management $135,544,609

No. Of Clients207

Clients Per Financial Advisor69

EDMP, INC. is a financial advisory firm situated in Lutz, Florida. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 207 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

DMK ADVISOR GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 41067

Assets Under Management $80,621,557

No. Of Clients462

Clients Per Financial Advisor14

DMK ADVISOR GROUP, INC. is a financial advisory firm situated in Lutz, Florida. With a nearly $81M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 clients. The team consists of 33 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

View Full Profile

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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