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Find Retirement Advisors for Retirement Planning in Ormond Beach, 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 Ormond Beach, Florida

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Ormond Beach, Florida

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

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor

Qualifications
CRD# 1321857
Firm CRD# 113784
Series 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Ormond Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

880 Airport Road, Suite 112a,
Ormond Beach, FL, 32174
$354,000,35588610
A percentage of AUM, Fixed fees
2

700 West Granada Boulevard,
Ormond Beach, FL, 32174-9036
$263,528,675102419
A percentage of AUM, Hourly charges, Fixed fees
3

595 W. Granada Boulevard, Suite K
Ormond Beach, FL, 32174
$149,121,48310301
A percentage of AUM

Information on Top Retirement Planning firms in Ormond Beach, Florida

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (FINANCIAL ADVICE)
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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