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Find Retirement Advisors for Retirement Planning in Maitland, Florida
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.
Finding the Best Retirement Planners in Maitland, Florida
Last Updated - April 12, 2024Maitland has 2 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
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
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
VERIFIED Qualifications
Firm CRD# 314989
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Maitland, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FIDUCIARY FIRST 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 | TIMOTHY PARTNERS, LTD. 1055 Maitland Center Commons, Maitland, FL, 32751 | $1,992,156,561 | 1 | 22 | A Percentage of AUM |
| 3 | ALTERNATIVE INVESTMENT ADVISORS, LLC 698 North Maitland Avenue, Suite 101 Maitland, FL, 32751 | $216,563,177 | 2412 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CARPENTER, CLAYDON ADVISORS, INC. 557 N. Wymore Road, Suite 201 Maitland, FL, 32751 | $210,000,358 | 390 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | DELTA CAPITAL MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 201 Maitland, FL, 32751 | $202,000,000 | 130 | 7 | A Percentage of AUM |
| 6 | DELTA ADVISORY GROUP, INC. 696 N Maitland Avenue, Maitland, FL, 32751 | $153,628,041 | 882 | 7 | A Percentage of AUM, Hourly charges |
| 7 | DORMAN FINANCIAL MANAGEMENT, P.A. 557 N. Wymore Road, Suite 201 Maitland, FL, 32751 | $143,225,629 | 799 | 5 | A Percentage of AUM, Fixed Fees |
| 8 | CRAMER & RAUCHEGGER, INC. 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 | IRONCLAD INVESTMENTS LLC 190 Independence Lane, Suite 2d Maitland, FL, 32751 | $136,024,140 | 1 | 2 | A Percentage of AUM |
| 10 | AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102 Maitland, FL, 32751 | $134,529,157 | 454 | 4 | Fixed Fees |
| 11 | FELLOWSHIP FINANCIAL GROUP 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
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
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
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
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
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
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
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
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
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
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
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
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