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Find Retirement Advisors for Retirement Planning in Plantation, 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 Plantation, Florida
Last Updated - April 12, 2024Plantation has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Plantation, Florida have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Plantation, Florida
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDJimmy Gonzalez
CRPC®
Anthem Advisors
Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDDock Street Asset Management
CAIA®, CFA®
Qualifications
Firm CRD# 111163
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Plantation, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | COMMUNITY CAPITAL MANAGEMENT, LLC 261 North University Drive, Suite 520 Plantation, FL, 33324-2009 | $4,001,234,728 | 78 | 31 | A Percentage of AUM, Other (SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS) |
| 2 | MG&A WEALTH 8151 Peters Road, Suite 3200 Plantation, FL, 33324 | $709,195,186 | 1113 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUB-ADVISORY FEES) |
| 3 | TOBIAS FINANCIAL ADVISORS 1000 S. Pine Island Road, Suite 450 Plantation, FL, 33324 | $641,000,000 | 1690 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | LWM ADVISORY SERVICES, LLC 1250 S. Pine Island Road, Suite 350 Plantation, FL, 33324 | $596,569,283 | 1755 | 9 | A Percentage of AUM |
| 5 | NORTHSTAR FINANCIAL PLANNERS, INC. 1250 S. Pine Island Road, Suite 275 Plantation, FL, 33324 | $206,978,568 | 825 | 6 | A Percentage of AUM, Hourly charges |
| 6 | STERLING WEALTH ADVISORS, INC. 8201 Peters Road, Suite 1000 Plantation, FL, 33324 | $136,356,241 | 442 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ACTITRUST WEALTH MANAGEMENT LLC 300 S. Pine Island Rd., Suite 305 Plantation, FL, 33324 | $115,524,739 | 173 | 4 | A Percentage of AUM |
| 8 | R CUBED GLOBAL CAPITAL INC. 11251 Nw 4th Ct., Plantation, FL, 33325 | $5,578,012 | 1 | 6 | A Percentage of AUM |
Information on Top Retirement Planning firms in Plantation, Florida
QualificationsFirm CRD# 109368
Assets Under Management $4,001,234,728
No. Of Clients78
Clients Per Financial Advisor3
COMMUNITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 284866
Assets Under Management $709,195,186
No. Of Clients1113
Clients Per Financial Advisor101
MG&A WEALTH is a financial advisory firm situated in Plantation, Florida. With a nearly $709M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1113 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SUB-ADVISORY FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 104711
Assets Under Management $641,000,000
No. Of Clients1690
Clients Per Financial Advisor89
TOBIAS FINANCIAL ADVISORS is a financial advisory firm situated in Plantation, Florida. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1690 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 172009
Assets Under Management $596,569,283
No. Of Clients1755
Clients Per Financial Advisor195
LWM ADVISORY SERVICES, LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $597M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1755 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 131507
Assets Under Management $206,978,568
No. Of Clients825
Clients Per Financial Advisor138
NORTHSTAR FINANCIAL PLANNERS, INC. is a financial advisory firm situated in Plantation, Florida. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 825 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 124121
Assets Under Management $136,356,241
No. Of Clients442
Clients Per Financial Advisor63
STERLING WEALTH ADVISORS, INC. is a financial advisory firm situated in Plantation, Florida. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 442 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 284827
Assets Under Management $115,524,739
No. Of Clients173
Clients Per Financial Advisor43
ACTITRUST WEALTH MANAGEMENT LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 313107
Assets Under Management $5,578,012
No. Of Clients1
Clients Per Financial Advisor0
R CUBED GLOBAL CAPITAL INC. is a financial advisory firm situated in Plantation, Florida. With a nearly $6M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Portfolio Management for Investment
- Portfolio Management for Business
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Looking for more choices? Use our free match service to compare retirement planners serving your area.