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 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 606 Bald Eagle Drive, Suite 608, Marco Island, FL, 34145 | $380,586,476 | 3 | 3 | A percentage of AUM |
2 | 606 Bald Eagle Drive, Suite 608, Marco Island, FL, 34145 | $275,898,957 | 14 | 2 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 157531
Assets Under Management $380,586,476
No. Of Clients3
Clients Per Financial Advisor1
CLEARSHARES LLC is a financial advisory firm situated in Marco Island, Florida. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311969
Assets Under Management $275,898,957
No. Of Clients14
Clients Per Financial Advisor7
CIC, LLC is a financial advisory firm situated in Marco Island, Florida. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.