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Find Retirement Advisors for Retirement Planning in Plantation, 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 Plantation, Florida

Last Updated - May 2, 2025

Plantation has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Plantation, Florida have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Plantation, Florida

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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VERIFIED

Russell Stout
Excelsior Wealth Partners

Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66

Minimum Assets Required
$250,000

Address

401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale, FL 33301 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, 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

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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Top 7 Retirement Planning firms in Plantation, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1000 S. Pine Island Road, Suite 450 Plantation, FL, 33324	$756,160,000	1815	21	A percentage of AUM, Hourly charges, Fixed fees
2	8151 Peters Road, Suite 3200 Plantation, FL, 33324	$718,512,598	1347	12	A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISORY FEES)
3	1250 S. Pine Island Road, Suite 350 Plantation, FL, 33324	$694,726,024	1778	9	A percentage of AUM
4	1250 S. Pine Island Road, Suite 275 Plantation, FL, 33324	$249,866,306	905	9	A percentage of AUM, Hourly charges, Fixed fees
5	8201 Peters Road, Suite 1000 Plantation, FL, 33324	$164,376,313	421	7	A percentage of AUM, Hourly charges, Fixed fees
6	300 S. Pine Island Rd., Suite 305 Plantation, FL, 33324	$123,861,627	172	5	A percentage of AUM
7	7901 Sw 6th Ct., Suite 350 Plantation, FL, 33324	$114,464,196	4	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Plantation, Florida

TOBIAS FINANCIAL ADVISORS

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QualificationsFirm CRD# 104711

Assets Under Management $756,160,000

No. Of Clients1815

Clients Per Financial Advisor86

TOBIAS FINANCIAL ADVISORS is a financial advisory firm situated in Plantation, Florida. With a nearly $756M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1815 clients. The team consists of 21 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
Other (RETIREMENT PLAN ADVISORY SERVICE)

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MG&A WEALTH

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QualificationsFirm CRD# 284866

Assets Under Management $718,512,598

No. Of Clients1347

Clients Per Financial Advisor112

MG&A WEALTH is a financial advisory firm situated in Plantation, Florida. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1347 clients. The team consists of 12 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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LWM ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 172009

Assets Under Management $694,726,024

No. Of Clients1778

Clients Per Financial Advisor198

LWM ADVISORY SERVICES, LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $695M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1778 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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NORTHSTAR FINANCIAL PLANNERS, INC.

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QualificationsFirm CRD# 131507

Assets Under Management $249,866,306

No. Of Clients905

Clients Per Financial Advisor101

NORTHSTAR FINANCIAL PLANNERS, INC. is a financial advisory firm situated in Plantation, Florida. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 905 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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STERLING WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 124121

Assets Under Management $164,376,313

No. Of Clients421

Clients Per Financial Advisor60

STERLING WEALTH ADVISORS, INC. is a financial advisory firm situated in Plantation, Florida. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 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

View Full Profile

ACTITRUST WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 284827

Assets Under Management $123,861,627

No. Of Clients172

Clients Per Financial Advisor34

ACTITRUST WEALTH MANAGEMENT LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 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
Selection for other advisors

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NILES INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 329384

Assets Under Management $114,464,196

No. Of Clients4

Clients Per Financial Advisor1

NILES INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Plantation, Florida. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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?

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