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

Last Updated - May 6, 2025

North Palm Beach 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 North Palm Beach, Florida have an average of 25 years of experience.

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

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

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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

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

Find An Advisor

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

Top 4 Retirement Planning firms in North Palm Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1295 Us Highway One, Third Floor North Palm Beach, FL, 33408	$3,961,766,158	3286	41	A percentage of AUM, Fixed fees
2	721 Us Highway One, Suite 117 North Palm Beach, FL, 33408	$256,486,020	9	2	A percentage of AUM, Fixed fees
3	9250 Alternate A1a, Suite A North Palm Beach, FL, 33403	$175,739,114	462	7	A percentage of AUM
4	772 Us Highway One, Ste 100 North Palm Beach, FL, 33408	$111,899,107	583	5	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY REFERRAL FEES)

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

CERTUITY, LLC

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QualificationsFirm CRD# 129505

Assets Under Management $3,961,766,158

No. Of Clients3286

Clients Per Financial Advisor80

CERTUITY, LLC is a financial advisory firm situated in North Palm Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3286 clients. The team consists of 41 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

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GLOBAL INVESTMENT ADVISER LC

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QualificationsFirm CRD# 105862

Assets Under Management $256,486,020

No. Of Clients9

Clients Per Financial Advisor5

GLOBAL INVESTMENT ADVISER LC is a financial advisory firm situated in North Palm Beach, Florida. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSET CONSOLIDATION SERVICES FOR HIGH NET-WORTH FAMILIES)

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PRIMORIS WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 125567

Assets Under Management $175,739,114

No. Of Clients462

Clients Per Financial Advisor66

PRIMORIS WEALTH ADVISORS, LLC is a financial advisory firm situated in North Palm Beach, Florida. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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TFG FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 272027

Assets Under Management $111,899,107

No. Of Clients583

Clients Per Financial Advisor117

TFG FINANCIAL ADVISORS, LLC is a financial advisory firm situated in North Palm Beach, Florida. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 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
Hourly charges
Fixed fees
Other (THIRD PARTY REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for 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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