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Find Retirement Advisors for Retirement Planning in Florida, Pensacola

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.

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Top 6 Retirement Planning firms in Pensacola, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	212 South Alcaniz Street, Pensacola, FL, 32502	$709,511,444	152	9	A percentage of AUM, Fixed fees
2	900 N 12th Avenue, Pensacola, FL, 32501	$318,447,000	234	7	A percentage of AUM, Hourly charges, Fixed fees
3	1800 N E Street, Pensacola, FL, 32501	$168,330,387	801	2	A percentage of AUM, Hourly charges, Fixed fees
4	41 North Jefferson St, Suite 106 Pensacola, FL, 32502	$120,156,953	378	3	A percentage of AUM
5	700 South Palafox Street, Suite 300 Pensacola, FL, 32502	$112,549,397	462	5	A percentage of AUM, Fixed fees
6	700 South Palafox Street,, Suite 300 Pensacola, FL, 32502	$0	0	2	A percentage of AUM

Information on Top Retirement Planning firms in Pensacola, Florida

FSA INVESTMENT GROUP, LLC

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QualificationsFirm CRD# 163641

Assets Under Management $709,511,444

No. Of Clients152

Clients Per Financial Advisor17

FSA INVESTMENT GROUP, LLC is a financial advisory firm situated in Pensacola, Florida. With a nearly $710M 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SERVICES TO TRIBAL CLIENTS)

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SALTMARSH FINANCIAL ADVISORS, L.L.C.

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QualificationsFirm CRD# 132248

Assets Under Management $318,447,000

No. Of Clients234

Clients Per Financial Advisor33

SALTMARSH FINANCIAL ADVISORS, L.L.C. is a financial advisory firm situated in Pensacola, Florida. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 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
Fixed fees

Financial Planning Services

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

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ARMADA ADVISORS

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QualificationsFirm CRD# 150416

Assets Under Management $168,330,387

No. Of Clients801

Clients Per Financial Advisor401

ARMADA ADVISORS is a financial advisory firm situated in Pensacola, Florida. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (REAL ESTATE ADVISORY)

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KINGSMAN WEALTH MANAGEMENT

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QualificationsFirm CRD# 319238

Assets Under Management $120,156,953

No. Of Clients378

Clients Per Financial Advisor126

KINGSMAN WEALTH MANAGEMENT is a financial advisory firm situated in Pensacola, Florida. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 378 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SAFE HARBOR FIDUCIARY, LLC

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QualificationsFirm CRD# 169659

Assets Under Management $112,549,397

No. Of Clients462

Clients Per Financial Advisor92

SAFE HARBOR FIDUCIARY, LLC is a financial advisory firm situated in Pensacola, Florida. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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

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

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COASTAL EQUITY MANAGEMENT, LLC

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QualificationsFirm CRD# 331518

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

COASTAL EQUITY MANAGEMENT, LLC is a financial advisory firm situated in Pensacola, Florida. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

Portfolio management for investment companies

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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?

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