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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 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 Ormond Beach, Florida

Last Updated - April 7, 2024

Ormond Beach has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Ormond Beach, Florida have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Ormond Beach, Florida

advisor-photo

Qualifications
Firm CRD# 6413
Series 6, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

advisor-photo
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

Top 2 Retirement Planning firms in Ormond Beach, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COMPASS FINANCIAL ADVISORY SERVICES, LLC
880 Airport Road, Suite 112a,
Ormond Beach, FL, 32174
$295,936,0777983
A Percentage of AUM, Hourly charges, Fixed Fees
2
HOLLAND ADVISORY SERVICES, INC.
700 West Granada Boulevard,
Ormond Beach, FL, 32174-9036
$185,100,35996214
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Ormond Beach, Florida

QualificationsFirm CRD# 316843

Assets Under Management $295,936,077

No. Of Clients798

Clients Per Financial Advisor266

COMPASS FINANCIAL ADVISORY SERVICES, LLC is a financial advisory firm situated in Ormond Beach, Florida. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 798 clients. The team consists of 3 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
View Full Profile

QualificationsFirm CRD# 136302

Assets Under Management $185,100,359

No. Of Clients962

Clients Per Financial Advisor69

HOLLAND ADVISORY SERVICES, INC. is a financial advisory firm situated in Ormond Beach, Florida. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 clients. The team consists of 14 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
  • Pension Consulting Services
View Full Profile

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