Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Pompano Beach has 4 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 Pompano Beach, Florida have an average of 25 years of experience.
Vivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Russell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2480 N.E. 23rd Street, Pompano Beach, FL, 33062 | $1,703,041,619 | 2051 | 21 | A percentage of AUM |
2 | 2000 North Federal Highway, Suite 202 Pompano Beach, FL, 33062 | $376,705,928 | 394 | 5 | A percentage of AUM |
QualificationsFirm CRD# 113204
Assets Under Management $1,703,041,619
No. Of Clients2051
Clients Per Financial Advisor98
HERITAGE INVESTMENT GROUP, INC. is a financial advisory firm situated in Pompano Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2051 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 135832
Assets Under Management $376,705,928
No. Of Clients394
Clients Per Financial Advisor79
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS is a financial advisory firm situated in Pompano Beach, Florida. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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