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Find Retirement Advisors for Retirement Planning in Safety Harbor, Florida

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Finding the Best Retirement Planners in Safety Harbor, Florida

Last Updated - April 21, 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

VERIFIED

TS Financial Group, LLC

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

Minimum Assets Required
$50,000

Address

Serving the Tampa Bay, FL and Libertyville, IL Areas,
Safety Harbor, FL 34695 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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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

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Nathan Helms
CFP^®, CIMA^®, CRPC^®
LPL Financial

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

Minimum Assets Required
$250,000

Address

1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629 See Details

Advisory Services:

Compensation/Fee

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

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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

Address

Serving Tampa surrounding area,
Tampa, FL 33602 See Details

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

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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

Address

5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715 See Details

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	ROGAN & ASSOCIATES 200 9th Avenue North, Suite 100 Safety Harbor, FL, 34695	$286,016,892	2033	16	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

ROGAN & ASSOCIATES

Find an Advisor

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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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

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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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