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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 24, 2025

Orlando has 7 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
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

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advisor
vector.svg VERIFIED

Stephen Colavito
SB Advisory

Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Steven 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Meredith 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Orlando, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

301 East Pine Street, Suite 500
Orlando, FL, 32801
$6,231,897,9113313
A percentage of AUM
2

111 North Orange Avenue, Suite 1000
Orlando, FL, 32801
$2,212,521,8868359128
A percentage of AUM, Hourly charges, Fixed fees
3

300 South Orange Avenue, Suite 1170
Orlando, FL, 32801
$1,028,555,36585225
A percentage of AUM, Hourly charges, Fixed fees
4

450 S. Orange Ave., Suite 1400
Orlando, FL, 32801
$1,013,147,00018
A percentage of AUM, Performance Based
5

2101 Park Center Drive, Suite 250
Orlando, FL, 32835
$795,623,108104
A percentage of AUM
6

651 Bryn Mawr St,
Orlando, FL, 32804
$729,664,949485
A percentage of AUM, Fixed fees
7

800 N. Orange Avenue, Suite 302
Orlando, FL, 32801
$629,505,333216719
A percentage of AUM, Hourly charges, Fixed fees
8

100 W. Lucerne Circle, Suite 200
Orlando, FL, 32801
$352,356,607231217
A percentage of AUM, Hourly charges, Fixed fees
9

976 Lake Baldwin Lane, Suite 201
Orlando, FL, 32814
$319,740,0172395
A percentage of AUM, Hourly charges
10

111 N. Orange Avenue, Suite 1000
Orlando, FL, 32801
$303,128,794166221
A percentage of AUM
11

203 Hillcrest Street,
Orlando, FL, 32801
$219,821,1006349
A percentage of AUM, Hourly charges, Fixed fees
12

3505 Lake Lynda Drive, Suite 200
Orlando, FL, 32817
$205,795,57098712
A percentage of AUM, Fixed fees
13

1000 Legion Place, Suite 830
Orlando, FL, 32801
$200,944,05788
A percentage of AUM, Performance Based
14

111 N. Orange Avenue, Suite 775
Orlando, FL, 32801
$198,868,022119012
A percentage of AUM, Fixed fees
15

4700 Millenia Boulevard, Sute 175
Orlando, FL, 32839
$183,238,00031731
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)
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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
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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
View Full Profile

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)
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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
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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
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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
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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
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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
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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
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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)
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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
View Full Profile

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
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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
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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
View Full Profile

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