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Find Retirement Advisors for Retirement Planning in Palm Beach, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Palm Beach, Florida

Last Updated - May 24, 2025

Palm Beach has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Palm Beach, Florida have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Palm Beach, Florida

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 See Details

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, Insurance Products & Annuities

Compensation/Fee

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

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 12 Retirement Planning firms in Palm Beach, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	209 Phipps Plaza, Palm Beach, FL, 33480	$3,100,714,996	9	25	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
2	249 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4334	$2,694,219,737	12	26	A percentage of AUM, Performance Based
3	2875 South Ocean Blvd, Suite 200-46 Palm Beach, FL, 33480	$732,926,846	355	6	A percentage of AUM
4	205 Worth Avenue, #311 Palm Beach, FL, 33480-4618	$659,939,975	47	5	A percentage of AUM, Fixed fees
5	250 Royal Palm Way, Suite 304 Palm Beach, FL, 33480	$449,934,736	2	3	A percentage of AUM, Performance Based
6	400 Royal Palm Way, Suite 400 Palm Beach, FL, 33480-4117	$425,840,369	175	5	A percentage of AUM
7	2875 South Ocean Blvd., Suite 200-26 Palm Beach, FL, 33480	$421,281,336	400	4	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
8	440 Royal Palm Way, Suite 300 Palm Beach, FL, 33480	$333,324,075	8	6	A percentage of AUM, Performance Based
9	375 South County Road, Suite 210 Palm Beach, FL, 33480	$308,169,981	2	5	A percentage of AUM, Performance Based
10	2875 South Ocean Blvd, Suite 200-28 Palm Beach, FL, 33480	$192,203,129	94	2	A percentage of AUM
11	251 Royal Palm Way, Suite 500 Palm Beach, FL, 33480	$130,431,141	152	9	A percentage of AUM, Other (MODEL PORTFOLIO DELIVERY)
12	340 Royal Poinciana Way, Palm Beach, FL, 33480	$46,251,185	2	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Palm Beach, Florida

ARBOR INVESTMENTS MANAGEMENT, LLC

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QualificationsFirm CRD# 157442

Assets Under Management $3,100,714,996

No. Of Clients9

Clients Per Financial Advisor0

ARBOR INVESTMENTS MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

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ALPINE ASSOCIATES MANAGEMENT INC.

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QualificationsFirm CRD# 138901

Assets Under Management $2,694,219,737

No. Of Clients12

Clients Per Financial Advisor0

ALPINE ASSOCIATES MANAGEMENT INC. is a financial advisory firm situated in Palm Beach, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 26 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 vehicles
Portfolio management for businesses or institutional clients

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DOCK STREET ASSET MANAGEMENT INC

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QualificationsFirm CRD# 111163

Assets Under Management $732,926,846

No. Of Clients355

Clients Per Financial Advisor59

DOCK STREET ASSET MANAGEMENT INC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $733M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 6 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
Portfolio management for businesses or institutional clients

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DUDLEY & SHANLEY, INC.

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QualificationsFirm CRD# 157515

Assets Under Management $659,939,975

No. Of Clients47

Clients Per Financial Advisor9

DUDLEY & SHANLEY, INC. is a financial advisory firm situated in Palm Beach, Florida. With a nearly $660M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 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 and/or small businesses
Portfolio management for pooled investment vehicles
Other (GENERAL NON-DISCRETIONARY INVESTMENT ADVICE AND LIMITED OVERSIGHT AUTHORITY OVER CLIENT'S INVESTMENT MANAGERS.)

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SEGRA CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 167306

Assets Under Management $449,934,736

No. Of Clients2

Clients Per Financial Advisor1

SEGRA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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HARVEY CAPITAL MANAGEMENT INC

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QualificationsFirm CRD# 106224

Assets Under Management $425,840,369

No. Of Clients175

Clients Per Financial Advisor35

HARVEY CAPITAL MANAGEMENT INC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $426M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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HUDSON VALUE PARTNERS, LLC

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QualificationsFirm CRD# 301325

Assets Under Management $421,281,336

No. Of Clients400

Clients Per Financial Advisor100

HUDSON VALUE PARTNERS, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 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
Hourly charges
Subscription fees
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

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HARLAN CAPITAL PARTNERS LLC

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QualificationsFirm CRD# 163718

Assets Under Management $333,324,075

No. Of Clients8

Clients Per Financial Advisor1

HARLAN CAPITAL PARTNERS LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 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 vehicles

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GENROCK CAPITAL MANAGEMENT, LP

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QualificationsFirm CRD# 290265

Assets Under Management $308,169,981

No. Of Clients2

Clients Per Financial Advisor0

GENROCK CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Palm Beach, Florida. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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BASSAM WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 330695

Assets Under Management $192,203,129

No. Of Clients94

Clients Per Financial Advisor47

BASSAM WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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CYPRESS CAPITAL GROUP

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QualificationsFirm CRD# 121923

Assets Under Management $130,431,141

No. Of Clients152

Clients Per Financial Advisor17

CYPRESS CAPITAL GROUP is a financial advisory firm situated in Palm Beach, Florida. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 152 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (MODEL PORTFOLIO DELIVERY)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODEL PORTFOLIO PROVIDER)

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MUIRFIELD CAPITAL GLOBAL ADVISORS LLC

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QualificationsFirm CRD# 287547

Assets Under Management $46,251,185

No. Of Clients2

Clients Per Financial Advisor1

MUIRFIELD CAPITAL GLOBAL ADVISORS LLC is a financial advisory firm situated in Palm Beach, Florida. With a nearly $46M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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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?

Get Matched With Planners

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