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Find Retirement Advisors for Retirement Planning in Orlando, Florida
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 Orlando, Florida
Last Updated - April 11, 2025Orlando has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Orlando, Florida have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Orlando, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 143767
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Based on Assets
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMeredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Orlando, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 301 East Pine Street, Suite 500 Orlando, FL, 32801 | $6,231,897,911 | 33 | 13 | A percentage of AUM |
| 2 | 111 North Orange Avenue, Suite 1000 Orlando, FL, 32801 | $2,212,521,886 | 8359 | 128 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 300 South Orange Avenue, Suite 1170 Orlando, FL, 32801 | $1,028,555,365 | 852 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 450 S. Orange Ave., Suite 1400 Orlando, FL, 32801 | $1,013,147,000 | 1 | 8 | A percentage of AUM, Performance Based |
| 5 | 2101 Park Center Drive, Suite 250 Orlando, FL, 32835 | $795,623,108 | 10 | 4 | A percentage of AUM |
| 6 | 651 Bryn Mawr St, Orlando, FL, 32804 | $729,664,949 | 48 | 5 | A percentage of AUM, Fixed fees |
| 7 | 800 N. Orange Avenue, Suite 302 Orlando, FL, 32801 | $629,505,333 | 2167 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 100 W. Lucerne Circle, Suite 200 Orlando, FL, 32801 | $352,356,607 | 2312 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 976 Lake Baldwin Lane, Suite 201 Orlando, FL, 32814 | $319,740,017 | 239 | 5 | A percentage of AUM, Hourly charges |
| 10 | 111 N. Orange Avenue, Suite 1000 Orlando, FL, 32801 | $303,128,794 | 1662 | 21 | A percentage of AUM |
| 11 | 203 Hillcrest Street, Orlando, FL, 32801 | $219,821,100 | 634 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 3505 Lake Lynda Drive, Suite 200 Orlando, FL, 32817 | $205,795,570 | 987 | 12 | A percentage of AUM, Fixed fees |
| 13 | 1000 Legion Place, Suite 830 Orlando, FL, 32801 | $200,944,057 | 8 | 8 | A percentage of AUM, Performance Based |
| 14 | 111 N. Orange Avenue, Suite 775 Orlando, FL, 32801 | $198,868,022 | 1190 | 12 | A percentage of AUM, Fixed fees |
| 15 | 4700 Millenia Boulevard, Sute 175 Orlando, FL, 32839 | $183,238,000 | 317 | 31 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
Information on Top Retirement Planning firms in Orlando, Florida
QualificationsFirm CRD# 146023
Assets Under Management $6,231,897,911
No. Of Clients33
Clients Per Financial Advisor3
CEREDEX VALUE ADVISORS LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 13 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT MODEL DELIVERY SERVICES)
QualificationsFirm CRD# 144426
Assets Under Management $2,212,521,886
No. Of Clients8359
Clients Per Financial Advisor65
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8359 clients. The team consists of 128 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 109419
Assets Under Management $1,028,555,365
No. Of Clients852
Clients Per Financial Advisor34
MOISAND FITZGERALD TAMAYO, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 852 clients. The team consists of 25 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
- Pesnsion consulting services
QualificationsFirm CRD# 286342
Assets Under Management $1,013,147,000
No. Of Clients1
Clients Per Financial Advisor0
CNL STRATEGIC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Other (PROVIDE PORTFOLIO MANAGEMENT TO A HOLDING (OPERATING) COMPANY)
QualificationsFirm CRD# 135152
Assets Under Management $795,623,108
No. Of Clients10
Clients Per Financial Advisor3
FCF ADVISORS LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $796M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 135635
Assets Under Management $729,664,949
No. Of Clients48
Clients Per Financial Advisor10
INTEGRITY FIXED INCOME MANAGEMENT is a financial advisory firm situated in Orlando, Florida. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 283648
Assets Under Management $629,505,333
No. Of Clients2167
Clients Per Financial Advisor114
SUMMIT WEALTH PARTNERS, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $630M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2167 clients. The team consists of 19 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
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 126877
Assets Under Management $352,356,607
No. Of Clients2312
Clients Per Financial Advisor136
ALLGEN FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Orlando, Florida. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2312 clients. The team consists of 17 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
- Education seminars/workshops
QualificationsFirm CRD# 329012
Assets Under Management $319,740,017
No. Of Clients239
Clients Per Financial Advisor48
HAVEN PRIVATE is a financial advisory firm situated in Orlando, Florida. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 239 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 300460
Assets Under Management $303,128,794
No. Of Clients1662
Clients Per Financial Advisor79
GLOBAL ASSETS ADVISORY, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1662 clients. The team consists of 21 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
- Selection for other advisors
QualificationsFirm CRD# 154616
Assets Under Management $219,821,100
No. Of Clients634
Clients Per Financial Advisor70
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 634 clients. The team consists of 9 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
- Education seminars/workshops
- Other (DIVORCE PLANNING)
QualificationsFirm CRD# 312170
Assets Under Management $205,795,570
No. Of Clients987
Clients Per Financial Advisor82
ELEVATION ADVISORY PARTNERS LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 987 clients. The team consists of 12 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 businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 314673
Assets Under Management $200,944,057
No. Of Clients8
Clients Per Financial Advisor1
DEEPWORK CAPITAL, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 319561
Assets Under Management $198,868,022
No. Of Clients1190
Clients Per Financial Advisor99
OXFORD WEALTH GROUP, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1190 clients. The team consists of 12 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
- Selection for other advisors
QualificationsFirm CRD# 289142
Assets Under Management $183,238,000
No. Of Clients317
Clients Per Financial Advisor10
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boca Raton, Florida
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Looking for more choices? Use our free match service to compare retirement planners serving your area.