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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 - February 1, 2025

Maitland has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Maitland, Florida have an average of 34 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

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

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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

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Top 11 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	$2,773,020,274	74	8	A Percentage of AUM, Hourly charges, Fixed Fees, Other (VALUE OF PLAN ASSETS)
2	1055 Maitland Center Commons, Maitland, FL, 32751	$1,992,156,561	1	22	A Percentage of AUM
3	698 North Maitland Avenue, Suite 101 Maitland, FL, 32751	$216,563,177	2412	12	A Percentage of AUM, Hourly charges, Fixed Fees
4	557 N. Wymore Road, Suite 201 Maitland, FL, 32751	$210,000,358	390	3	A Percentage of AUM, Hourly charges, Fixed Fees
5	698 N. Maitland Avenue, Suite 201 Maitland, FL, 32751	$202,000,000	130	7	A Percentage of AUM
6	696 N Maitland Avenue, Maitland, FL, 32751	$153,628,041	882	7	A Percentage of AUM, Hourly charges
7	557 N. Wymore Road, Suite 201 Maitland, FL, 32751	$143,225,629	799	5	A Percentage of AUM, Fixed Fees
8	800 N. Maitland Avenue, Ste. 204 Maitland, FL, 32751	$138,388,760	946	4	A Percentage of AUM, Fixed Fees, Other (TRUST MANAGEMENT FEE)
9	190 Independence Lane, Suite 2d Maitland, FL, 32751	$136,024,140	1	2	A Percentage of AUM
10	698 N. Maitland Avenue, Suite 102 Maitland, FL, 32751	$134,529,157	454	4	Fixed Fees
11	630 N Wymore Road, #304 Maitland, FL, 32751	$111,860,986	907	4	A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES)

Information on Top Retirement Planning firms in Maitland, Florida

FIDUCIARY FIRST

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QualificationsFirm CRD# 150330

Assets Under Management $2,773,020,274

No. Of Clients74

Clients Per Financial Advisor9

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 74 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
Other (VALUE OF PLAN ASSETS)

Financial Planning Services

Pension Consulting Services

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TIMOTHY PARTNERS, LTD.

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QualificationsFirm CRD# 41835

Assets Under Management $1,992,156,561

No. Of Clients1

Clients Per Financial Advisor0

TIMOTHY PARTNERS, LTD. is a financial advisory firm situated in Maitland, Florida. With a nearly $2B 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

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ALTERNATIVE INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 160108

Assets Under Management $216,563,177

No. Of Clients2412

Clients Per Financial Advisor201

ALTERNATIVE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2412 clients. The team consists of 12 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
Portfolio Management for Business
Selection of Other Advisors

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CARPENTER, CLAYDON ADVISORS, INC.

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QualificationsFirm CRD# 143516

Assets Under Management $210,000,358

No. Of Clients390

Clients Per Financial Advisor130

CARPENTER, CLAYDON ADVISORS, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 390 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
Portfolio Management for Individuals
Pension Consulting Services

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DELTA CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 128350

Assets Under Management $202,000,000

No. Of Clients130

Clients Per Financial Advisor19

DELTA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 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

Financial Planning
Pension Consulting Services

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DELTA ADVISORY GROUP, INC.

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QualificationsFirm CRD# 105966

Assets Under Management $153,628,041

No. Of Clients882

Clients Per Financial Advisor126

DELTA ADVISORY GROUP, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 882 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
Portfolio Management for Individuals
Publication of periodicals or Newsleters

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DORMAN FINANCIAL MANAGEMENT, P.A.

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QualificationsFirm CRD# 136881

Assets Under Management $143,225,629

No. Of Clients799

Clients Per Financial Advisor160

DORMAN FINANCIAL MANAGEMENT, P.A. is a financial advisory firm situated in Maitland, Florida. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 799 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
Portfolio Management for Individuals

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CRAMER & RAUCHEGGER, INC.

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QualificationsFirm CRD# 164784

Assets Under Management $138,388,760

No. Of Clients946

Clients Per Financial Advisor237

CRAMER & RAUCHEGGER, INC. is a financial advisory firm situated in Maitland, Florida. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 946 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
Portfolio Management for Individuals
Selection of Other Advisors

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IRONCLAD INVESTMENTS LLC

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QualificationsFirm CRD# 154872

Assets Under Management $136,024,140

No. Of Clients1

Clients Per Financial Advisor1

IRONCLAD INVESTMENTS LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $136M 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

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AEGIS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 199511

Assets Under Management $134,529,157

No. Of Clients454

Clients Per Financial Advisor114

AEGIS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maitland, Florida. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 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

Financial Planning
Portfolio Management for Individuals

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FELLOWSHIP FINANCIAL GROUP

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QualificationsFirm CRD# 154103

Assets Under Management $111,860,986

No. Of Clients907

Clients Per Financial Advisor227

FELLOWSHIP FINANCIAL GROUP is a financial advisory firm situated in Maitland, Florida. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 907 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
Other (THIRD PARTY ADVISOR FEES)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

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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