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

Last Updated - April 24, 2025

Melbourne has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Melbourne, Florida have an average of 33 years of experience.

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List of Qualified Retirement Planning Advisors in Melbourne, Florida

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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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

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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

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

Top 4 Retirement Planning firms in Melbourne, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2412 Irwin Street, Melbourne, FL, 32901	$358,627,117	804	4	A percentage of AUM, Hourly charges, Fixed fees
2	2200 S. Babcock Street, Melbourne, FL, 32901	$168,911,609	417	3	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MONEY MANAGER)
3	1900 S. Harbor City Blvd., Ste. 111 Melbourne, FL, 32901-4725	$168,352,562	1513	8	A percentage of AUM, Hourly charges, Fixed fees
4	6767 N. Wickham Road, Suite 400pq Melbourne, FL, 32940	$117,029,681	282	2	A percentage of AUM

Information on Top Retirement Planning firms in Melbourne, Florida

ROSSBY FINANCIAL, LLC

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QualificationsFirm CRD# 324631

Assets Under Management $358,627,117

No. Of Clients804

Clients Per Financial Advisor201

ROSSBY FINANCIAL, LLC is a financial advisory firm situated in Melbourne, Florida. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 804 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

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
Education seminars/workshops

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FLAVIN FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 144473

Assets Under Management $168,911,609

No. Of Clients417

Clients Per Financial Advisor139

FLAVIN FINANCIAL SERVICES, INC. is a financial advisory firm situated in Melbourne, Florida. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 417 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
Other (THIRD PARTY MONEY MANAGER)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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OXENFREE FINANCIAL

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QualificationsFirm CRD# 327105

Assets Under Management $168,352,562

No. Of Clients1513

Clients Per Financial Advisor189

OXENFREE FINANCIAL is a financial advisory firm situated in Melbourne, Florida. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1513 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
Other (ASSET ALLOCATION AND ADVISORY CONSULTING)

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MONEY MANAGEMENT CONCEPTS INC.

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QualificationsFirm CRD# 111485

Assets Under Management $117,029,681

No. Of Clients282

Clients Per Financial Advisor141

MONEY MANAGEMENT CONCEPTS INC. is a financial advisory firm situated in Melbourne, Florida. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 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 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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