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Find Retirement Advisors for Retirement Planning in North Miami Beach, 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 North Miami Beach, Florida

Last Updated - May 4, 2025

North Miami Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in North Miami Beach, Florida have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in North Miami Beach, Florida

VERIFIED

Russell Stout
Excelsior Wealth Partners

Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66

Minimum Assets Required
$250,000

Address

401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale, FL 33301 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in North Miami Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3323 Ne 163rd St., Suite 604 North Miami Beach, FL, 33160	$703,204,904	316	5	A percentage of AUM, Other (MINIMUM ACCOUNT CHARGE)
2	3323 Ne 163 Street, Ph704 North Miami Beach, FL, 33160	$660,308,651	2	11	Other (PURCHASE & SALE OF PRIVATE MORTGAGES)
3	3323 Ne 163rd Street, Ph703 North Miami Beach, FL, 33160	$244,186,921	15	4	A percentage of AUM, Fixed fees, Performance Based

Information on Top Retirement Planning firms in North Miami Beach, Florida

PIONEER FAMILY OFFICE, LLC

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QualificationsFirm CRD# 142856

Assets Under Management $703,204,904

No. Of Clients316

Clients Per Financial Advisor63

PIONEER FAMILY OFFICE, LLC is a financial advisory firm situated in North Miami Beach, Florida. With a nearly $703M assets under management, the firm specializes in crafting personalized retirement planning solutions for 316 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
Other (MINIMUM ACCOUNT CHARGE)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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RIVO ALTO CAPITAL FUNDING LLC

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QualificationsFirm CRD# 162400

Assets Under Management $660,308,651

No. Of Clients2

Clients Per Financial Advisor0

RIVO ALTO CAPITAL FUNDING LLC is a financial advisory firm situated in North Miami Beach, Florida. With a nearly $660M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (PURCHASE & SALE OF PRIVATE MORTGAGES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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UNISON ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 288249

Assets Under Management $244,186,921

No. Of Clients15

Clients Per Financial Advisor4

UNISON ASSET MANAGEMENT LLC is a financial advisory firm situated in North Miami Beach, Florida. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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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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