Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - January 7, 2025Orlando has 4 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Orlando, Florida
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED 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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
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 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- Retirement Planners in Bonita Springs, Florida
- Retirement Planners in Fort Lauderdale, Florida
- Retirement Planners in Jacksonville, Florida
- Retirement Planners in Jensen Beach, Florida
- Retirement Planners in Maitland, Florida
- Retirement Planners in Melbourne, Florida
- Retirement Planners in Miami, Florida
- Retirement Planners in Orlando, Florida
- Retirement Planners in Oviedo, Florida
- Retirement Planners in Palm City, Florida
- Retirement Planners in Pompano Beach, Florida
- Retirement Planners in Safety Harbor, Florida
- Retirement Planners in Saint Petersburg, Florida
- Retirement Planners in Sarasota, Florida
- Retirement Planners in Satellite Beach, Florida
- Retirement Planners in Tampa, Florida
- Retirement Planners in West Palm Beach, Florida
Looking for more choices? Use our free match service to compare retirement planners serving your area.