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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 - April 20, 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

VERIFIED

McDonough Capital Management
CFP^®

Qualifications
Firm CRD# 314989
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Advisory Services:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Steven Hartman
AAMS^®, AIF^®
Privada Wealth Management

Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66

Minimum Assets Required
$500,000

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	CEREDEX VALUE ADVISORS LLC 301 East Pine Street, Suite 500 Orlando, FL, 32801	$6,990,232,216	42	13	A Percentage of AUM
2	RESOURCE CONSULTING GROUP 301 E. Pine Street, Suite 600, Orlando, FL, 32801	$2,316,717,571	2792	22	A Percentage of AUM, Fixed Fees
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111 North Orange Avenue, Suite 1000 Orlando, FL, 32801	$1,444,509,347	6618	126	A Percentage of AUM, Hourly charges, Fixed Fees
4	MOISAND FITZGERALD TAMAYO, LLC 300 South Orange Avenue, Suite 1170 Orlando, FL, 32801	$901,422,986	3169	21	A Percentage of AUM, Hourly charges, Fixed Fees
5	CNL STRATEGIC CAPITAL MANAGEMENT, LLC 450 S. Orange Ave., Suite 1400 Orlando, FL, 32801	$732,543,104	1	8	A Percentage of AUM, Performance Based
6	INTEGRITY FIXED INCOME MANAGEMENT 651 Bryn Mawr St, Orlando, FL, 32804	$619,839,174	45	5	A Percentage of AUM, Fixed Fees
7	SUMMIT WEALTH PARTNERS, LLC 800 N. Orange Avenue, Suite 302 Orlando, FL, 32801	$565,716,969	2090	20	A Percentage of AUM, Hourly charges, Fixed Fees
8	ALLGEN FINANCIAL ADVISORS, INC. 100 W. Lucerne Circle, Suite 200 Orlando, FL, 32801	$309,506,883	2336	16	A Percentage of AUM, Hourly charges, Fixed Fees
9	GLOBAL ASSETS ADVISORY, LLC 111 N. Orange Avenue, Suite 1000 Orlando, FL, 32801	$252,058,519	1377	20	A Percentage of AUM
10	HAVEN PRIVATE 976 Lake Baldwin Lane, Suite 201 Orlando, FL, 32814	$250,000,000	600	7	A Percentage of AUM, Hourly charges
11	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 203 Hillcrest Street, Orlando, FL, 32801	$191,170,056	790	8	A Percentage of AUM, Hourly charges, Fixed Fees
12	OXFORD WEALTH GROUP, LLC 111 N. Orange Avenue, Suite 775 Orlando, FL, 32801	$156,367,281	966	4	A Percentage of AUM, Fixed Fees
13	RD LEWIS WEALTH MANAGEMENT 121 S. Orange Avenue, Suite 1500 Orlando, FL, 32801	$152,337,681	748	5	A Percentage of AUM, Hourly charges
14	DEEPWORK CAPITAL, LLC 1030 N. Orange Avenue, Suite 101 Orlando, FL, 32801	$150,976,500	8	8	A Percentage of AUM, Performance Based
15	BURGESS CHAMBERS & ASSOCIATES INC 315 E. Robinson Street, Suite 690 Orlando, FL, 32801	$138,101,982	25	11	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Orlando, Florida

CEREDEX VALUE ADVISORS LLC

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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

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RESOURCE CONSULTING GROUP

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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

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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

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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

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MOISAND FITZGERALD TAMAYO, LLC

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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

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

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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

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INTEGRITY FIXED INCOME MANAGEMENT

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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

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SUMMIT WEALTH PARTNERS, LLC

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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

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ALLGEN FINANCIAL ADVISORS, INC.

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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

GLOBAL ASSETS ADVISORY, LLC

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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

HAVEN PRIVATE

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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

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

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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

OXFORD WEALTH GROUP, LLC

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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

RD LEWIS WEALTH MANAGEMENT

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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

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DEEPWORK CAPITAL, LLC

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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

BURGESS CHAMBERS & ASSOCIATES INC

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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

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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