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

Last Updated - April 25, 2025

Maitland has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Maitland, Florida have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Maitland, Florida

VERIFIED

Steven Hartman
AAMS^®, AIF^®
Privada Wealth Management

Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66

Minimum Assets Required
$500,000

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

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

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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:

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

Compensation/Fee

Fee-Based, Flat Fee, 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

McDonough Capital Management
CFP^®

Qualifications
Firm CRD# 143767
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Advisory Services:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4865 North Wickham Road,
Suite 108,
Melbourne, FL 32940 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

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Top 12 Retirement Planning firms in Maitland, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1060 Maitland Center Commons, Suite 360 Maitland, FL, 32751	$3,307,577,140	99	4	A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS)
2	1055 Maitland Center Commons, Maitland, FL, 32751	$2,627,135,000	1	22	A percentage of AUM
3	698 North Maitland Avenue, Suite 101 Maitland, FL, 32751	$296,441,242	2716	13	A percentage of AUM, Hourly charges, Fixed fees
4	557 N. Wymore Road, Suite 201 Maitland, FL, 32751	$266,629,139	420	3	A percentage of AUM, Hourly charges, Fixed fees
5	698 N. Maitland Avenue, Suite 201 Maitland, FL, 32751	$220,000,000	125	7	A percentage of AUM
6	253 North Orlando Avenue, Suite 302 Maitland, FL, 32751	$183,826,112	750	8	A percentage of AUM, Hourly charges
7	696 N Maitland Avenue, Maitland, FL, 32751	$174,006,935	892	7	A percentage of AUM, Hourly charges
8	800 N. Maitland Avenue, Ste. 204 Maitland, FL, 32751	$164,358,539	469	4	A percentage of AUM, Fixed fees, Other (TRUST MANAGEMENT FEE)
9	698 N. Maitland Avenue, Suite 102 Maitland, FL, 32751	$160,766,736	477	4	Fixed fees
10	190 Independence Lane, Suite 2d Maitland, FL, 32751	$158,307,169	1	2	A percentage of AUM
11	630 N Wymore Road, #304 Maitland, FL, 32751	$151,844,183	973	6	A percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES)
12	557 N. Wymore Road, Suite 201 Maitland, FL, 32751	$147,802,769	752	5	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Maitland, Florida

FIDUCIARY FIRST

Find an Advisor

QualificationsFirm CRD# 150330

Assets Under Management $3,307,577,140

No. Of Clients99

Clients Per Financial Advisor25

FIDUCIARY FIRST is a financial advisory firm situated in Maitland, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 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
Hourly charges
Fixed fees
Other (VALUE OF PLAN ASSETS)

Financial Planning Services

Pesnsion consulting services

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TIMOTHY PARTNERS, LTD.

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QualificationsFirm CRD# 41835

Assets Under Management $2,627,135,000

No. Of Clients1

Clients Per Financial Advisor0

TIMOTHY PARTNERS, LTD. is a financial advisory firm situated in Maitland, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 22 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 investment companies

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ALTERNATIVE INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 160108

Assets Under Management $296,441,242

No. Of Clients2716

Clients Per Financial Advisor209

ALTERNATIVE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2716 clients. The team consists of 13 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
Portfolio management for businesses or institutional clients
Selection for other advisors

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CARPENTER, CLAYDON ADVISORS, INC.

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QualificationsFirm CRD# 143516

Assets Under Management $266,629,139

No. Of Clients420

Clients Per Financial Advisor140

CARPENTER, CLAYDON ADVISORS, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 420 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET ALLOCATION AND PORTFOLIO MONITORING/REVIEW SERVICES)

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DELTA CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 128350

Assets Under Management $220,000,000

No. Of Clients125

Clients Per Financial Advisor18

DELTA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 125 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

Financial Planning Services

Pesnsion consulting services

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RD LEWIS WEALTH MANAGEMENT

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QualificationsFirm CRD# 156073

Assets Under Management $183,826,112

No. Of Clients750

Clients Per Financial Advisor94

RD LEWIS WEALTH MANAGEMENT is a financial advisory firm situated in Maitland, Florida. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 750 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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DELTA ADVISORY GROUP, INC.

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QualificationsFirm CRD# 105966

Assets Under Management $174,006,935

No. Of Clients892

Clients Per Financial Advisor127

DELTA ADVISORY GROUP, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 892 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

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CRAMER & RAUCHEGGER, INC.

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QualificationsFirm CRD# 164784

Assets Under Management $164,358,539

No. Of Clients469

Clients Per Financial Advisor117

CRAMER & RAUCHEGGER, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 469 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
Fixed fees
Other (TRUST MANAGEMENT FEE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TRUSTEE SERVICES)

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AEGIS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 199511

Assets Under Management $160,766,736

No. Of Clients477

Clients Per Financial Advisor119

AEGIS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

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IRONCLAD INVESTMENTS LLC

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QualificationsFirm CRD# 154872

Assets Under Management $158,307,169

No. Of Clients1

Clients Per Financial Advisor1

IRONCLAD INVESTMENTS LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 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 investment companies

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FELLOWSHIP FINANCIAL GROUP

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QualificationsFirm CRD# 154103

Assets Under Management $151,844,183

No. Of Clients973

Clients Per Financial Advisor162

FELLOWSHIP FINANCIAL GROUP is a financial advisory firm situated in Maitland, Florida. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 973 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Other (THIRD PARTY ADVISOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

DORMAN FINANCIAL MANAGEMENT, P.A.

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QualificationsFirm CRD# 136881

Assets Under Management $147,802,769

No. Of Clients752

Clients Per Financial Advisor150

DORMAN FINANCIAL MANAGEMENT, P.A. is a financial advisory firm situated in Maitland, Florida. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 752 clients. The team consists of 5 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
Other (ADVISORY CONSULTING)

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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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