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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 you 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 registrations check. 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 - June 15, 2024

Orlando has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Orlando, Florida have an average of 34 years of experience.

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List of Qualified Retirement Planning Advisors in Orlando, Florida

advisor-photo

Qualifications
Firm CRD# 314989
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

advisor-photo
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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CEREDEX VALUE ADVISORS LLC
301 East Pine Street, Suite 500
Orlando, FL, 32801
$6,990,232,2164213
A Percentage of AUM
2
RESOURCE CONSULTING GROUP
301 E. Pine Street, Suite 600,
Orlando, FL, 32801
$2,316,717,571279222
A Percentage of AUM, Fixed Fees
3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
111 North Orange Avenue, Suite 1000
Orlando, FL, 32801
$1,444,509,3476618126
A Percentage of AUM, Hourly charges, Fixed Fees
4
MOISAND FITZGERALD TAMAYO, LLC
300 South Orange Avenue, Suite 1170
Orlando, FL, 32801
$901,422,986316921
A Percentage of AUM, Hourly charges, Fixed Fees
5
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
450 S. Orange Ave., Suite 1400
Orlando, FL, 32801
$732,543,10418
A Percentage of AUM, Performance Based
6
INTEGRITY FIXED INCOME MANAGEMENT
651 Bryn Mawr St,
Orlando, FL, 32804
$619,839,174455
A Percentage of AUM, Fixed Fees
7
SUMMIT WEALTH PARTNERS, LLC
800 N. Orange Avenue, Suite 302
Orlando, FL, 32801
$565,716,969209020
A Percentage of AUM, Hourly charges, Fixed Fees
8
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle, Suite 200
Orlando, FL, 32801
$309,506,883233616
A Percentage of AUM, Hourly charges, Fixed Fees
9
GLOBAL ASSETS ADVISORY, LLC
111 N. Orange Avenue, Suite 1000
Orlando, FL, 32801
$252,058,519137720
A Percentage of AUM
10
HAVEN PRIVATE
976 Lake Baldwin Lane, Suite 201
Orlando, FL, 32814
$250,000,0006007
A Percentage of AUM, Hourly charges
11
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street,
Orlando, FL, 32801
$191,170,0567908
A Percentage of AUM, Hourly charges, Fixed Fees
12
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775
Orlando, FL, 32801
$156,367,2819664
A Percentage of AUM, Fixed Fees
13
RD LEWIS WEALTH MANAGEMENT
121 S. Orange Avenue, Suite 1500
Orlando, FL, 32801
$152,337,6817485
A Percentage of AUM, Hourly charges
14
DEEPWORK CAPITAL, LLC
1030 N. Orange Avenue, Suite 101
Orlando, FL, 32801
$150,976,50088
A Percentage of AUM, Performance Based
15
BURGESS CHAMBERS & ASSOCIATES INC
315 E. Robinson Street, Suite 690
Orlando, FL, 32801
$138,101,9822511
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Orlando, Florida

QualificationsFirm CRD# 146023

Assets Under Management $6,990,232,216

No. Of Clients42

Clients Per Financial Advisor3

CEREDEX VALUE ADVISORS LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 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 Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105720

Assets Under Management $2,316,717,571

No. Of Clients2792

Clients Per Financial Advisor127

RESOURCE CONSULTING GROUP 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 2792 clients. The team consists of 22 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 144426

Assets Under Management $1,444,509,347

No. Of Clients6618

Clients Per Financial Advisor53

INTERNATIONAL ASSETS INVESTMENT 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 6618 clients. The team consists of 126 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109419

Assets Under Management $901,422,986

No. Of Clients3169

Clients Per Financial Advisor151

MOISAND FITZGERALD TAMAYO, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $901M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3169 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 286342

Assets Under Management $732,543,104

No. Of Clients1

Clients Per Financial Advisor0

CNL STRATEGIC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $733M 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

    View Full Profile

    QualificationsFirm CRD# 135635

    Assets Under Management $619,839,174

    No. Of Clients45

    Clients Per Financial Advisor9

    INTEGRITY FIXED INCOME MANAGEMENT is a financial advisory firm situated in Orlando, Florida. With a nearly $620M assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 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
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 283648

    Assets Under Management $565,716,969

    No. Of Clients2090

    Clients Per Financial Advisor105

    SUMMIT WEALTH PARTNERS, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $566M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2090 clients. The team consists of 20 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
    • Portfolio Management for Individuals
    • Portfolio Management for Business
    • Pension Consulting Services
    • Educational Seminars/ Workshops
    View Full Profile

    QualificationsFirm CRD# 126877

    Assets Under Management $309,506,883

    No. Of Clients2336

    Clients Per Financial Advisor146

    ALLGEN FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Orlando, Florida. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2336 clients. The team consists of 16 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
    • Portfolio Management for Individuals
    • Educational Seminars/ Workshops
    View Full Profile

    QualificationsFirm CRD# 300460

    Assets Under Management $252,058,519

    No. Of Clients1377

    Clients Per Financial Advisor69

    GLOBAL ASSETS ADVISORY, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1377 clients. The team consists of 20 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
    • Portfolio Management for Business
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 141006

    Assets Under Management $250,000,000

    No. Of Clients600

    Clients Per Financial Advisor86

    HAVEN PRIVATE is a financial advisory firm situated in Orlando, Florida. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 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
    • Hourly charges

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Portfolio Management for Business
    View Full Profile

    QualificationsFirm CRD# 154616

    Assets Under Management $191,170,056

    No. Of Clients790

    Clients Per Financial Advisor99

    STONEBRIDGE FINANCIAL PLANNING GROUP, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 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
    • Hourly charges
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Educational Seminars/ Workshops
    View Full Profile

    QualificationsFirm CRD# 319561

    Assets Under Management $156,367,281

    No. Of Clients966

    Clients Per Financial Advisor242

    OXFORD WEALTH GROUP, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 966 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

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 156073

    Assets Under Management $152,337,681

    No. Of Clients748

    Clients Per Financial Advisor150

    RD LEWIS WEALTH MANAGEMENT is a financial advisory firm situated in Orlando, Florida. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 748 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

    • Financial Planning
    • Portfolio Management for Individuals
    View Full Profile

    QualificationsFirm CRD# 314673

    Assets Under Management $150,976,500

    No. Of Clients8

    Clients Per Financial Advisor1

    DEEPWORK CAPITAL, LLC is a financial advisory firm situated in Orlando, Florida. With a nearly $151M 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
    View Full Profile

    QualificationsFirm CRD# 110164

    Assets Under Management $138,101,982

    No. Of Clients25

    Clients Per Financial Advisor2

    BURGESS CHAMBERS & ASSOCIATES INC is a financial advisory firm situated in Orlando, Florida. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 11 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

    • Pension Consulting Services
    View Full Profile

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