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Find Retirement Advisors for Retirement Planning in Safety Harbor, 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 Safety Harbor, Florida

Last Updated - April 9, 2024

Safety Harbor has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Safety Harbor, Florida have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Safety Harbor, Florida

advisor-photo

Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

Armand Atkinson
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group

Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66

Minimum Assets Required
$50,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

advisor-photo
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Nathan Helms
CFP®, CIMA®, CRPC®
LPL Financial

Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

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

advisor-photo
vector.svg VERIFIED

Berkely Arrants
CFP®, CIMA®, CRPC®, CDFA®
Horizon Advisory Group LLC

Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

Brian Messick
CPA, CFP®
WeberMessick Weath Management; affiliation through LPL Financial

Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Top 1 Retirement Planning firms in Safety Harbor, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ROGAN & ASSOCIATES
200 9th Avenue North, Suite 100
Safety Harbor, FL, 34695
$286,016,892203316
A Percentage of AUM, Hourly charges, Commission Based, Other (% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)

Information on Top Retirement Planning firms in Safety Harbor, Florida

QualificationsFirm CRD# 42762

Assets Under Management $286,016,892

No. Of Clients2033

Clients Per Financial Advisor127

ROGAN & ASSOCIATES is a financial advisory firm situated in Safety Harbor, Florida. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2033 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Commission Based
  • Other (% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
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