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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 - October 7, 2024Safety Harbor has 4 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 22 years of experience.
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List of Qualified Retirement Planning Advisors in Safety Harbor, Florida
VERIFIEDArmand Atkinson
CFP®, CIMA®, EA, 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDaniel Pappas
CFP®
DWF Wealth Management
Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Based on Assets
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management
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
Since 1998
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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
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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Looking for more choices? Use our free match service to compare retirement planners serving your area.