Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Ormond Beach has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Ormond Beach, Florida have an average of 32 years of experience.
Stephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Minimum Assets Required
$25,000
Not Specified
Fee-Based
Camarda Wealth Advisory Group
EA, CFA®
Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65
Minimum Assets Required
$0
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, Legal Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 880 Airport Road, Suite 112a, Ormond Beach, FL, 32174 | $354,000,355 | 886 | 10 | A percentage of AUM, Fixed fees |
2 | 700 West Granada Boulevard, Ormond Beach, FL, 32174-9036 | $263,528,675 | 1024 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 595 W. Granada Boulevard, Suite K Ormond Beach, FL, 32174 | $149,121,483 | 1030 | 1 | A percentage of AUM |
QualificationsFirm CRD# 316843
Assets Under Management $354,000,355
No. Of Clients886
Clients Per Financial Advisor89
COMPASS FINANCIAL ADVISORY SERVICES, LLC is a financial advisory firm situated in Ormond Beach, Florida. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 886 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136302
Assets Under Management $263,528,675
No. Of Clients1024
Clients Per Financial Advisor54
HOLLAND ADVISORY SERVICES, INC. is a financial advisory firm situated in Ormond Beach, Florida. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1024 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327660
Assets Under Management $149,121,483
No. Of Clients1030
Clients Per Financial Advisor1030
PLAN TO PROSPER WEALTH MANAGEMENT is a financial advisory firm situated in Ormond Beach, Florida. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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