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.
Ocala has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Ocala, Florida have an average of 28 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Stephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Camarda Wealth Advisory Group
EA, CFA®
Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65
Minimum Assets Required
$0
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
Fee-Only, Based on Assets
Meredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Minimum Assets Required
$25,000
Not Specified
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 104 Se 1st Avenue, Suite B Ocala, FL, 34471 | $315,848,608 | 858 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 296771
Assets Under Management $315,848,608
No. Of Clients858
Clients Per Financial Advisor95
CANOPY 360 WEALTH, LLC is a financial advisory firm situated in Ocala, Florida. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 858 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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