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Find Retirement Advisors for Retirement Planning in Saint Petersburg, 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 Saint Petersburg, Florida

Last Updated - March 19, 2025

Saint Petersburg has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Saint Petersburg, Florida have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Saint Petersburg, Florida

VERIFIED

Dynasty Wealth Management, LLC

Qualifications
Firm CRD# 153377

Minimum Assets Required
$0

Address

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Brian Messick
CPA, CFP^®
WeberMessick Weath Management

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

Find An Advisor

VERIFIED

Armand 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

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4221 West Boy Scout Blvd,
Suite 190,
Tampa, FL 33607 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jorge I. Blanco
AWMA^®, CFP^®, CRPC^®, CPFA, AIF^®
Success Wealth Management

Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$0

Address

401 E. Jackson St.,
Suite 3675,
Tampa, FL 33602 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Daniel Pappas
CFP^®
DWF Wealth Management

Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7

Minimum Assets Required
$250,000

Address

401 E Jackson St,
Suite 3675,
Tampa, FL 33602 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Daniel Spalding
CEPA^®, AIF^®
Focus Wealth Strategies, LLC

Qualifications
CRD# 5954349
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$250,000

Address

3419 Brook Crossing Drive,
Brandon, FL 33511 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Maria Giacalone-Mozo
CRPC^®
LPL Financial

Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

15310 Amberly Dr, suite 250,,
Tampa, FL 33647 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Meredith Freeman
Accurate Advisory Group

Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66

Minimum Assets Required
$0

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Nathan Helms
CEPA^®, CFP^®, CIMA^®
Accurate Wealth Management, LLC

Qualifications
CRD# 5362846
Firm CRD# 298137
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

Top 3 Retirement Planning firms in Saint Petersburg, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	880 Carillon Parkway, Saint Petersburg, FL, 33716	$245,249,234,083	932793	6517	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA))
2	646 2nd Avenue S, Saint Petersburg, FL, 33701	$652,630,533	2	3	Other (MASTER SERVICING FEE)
3	9455 Koger Blvd. N, Suite 102 Saint Petersburg, FL, 33702	$145,700,000	461	2	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Saint Petersburg, Florida

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Find an Advisor

QualificationsFirm CRD# 149018

Assets Under Management $245,249,234,083

No. Of Clients932793

Clients Per Financial Advisor143

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $245B assets under management, the firm specializes in crafting personalized retirement planning solutions for 932793 clients. The team consists of 6517 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commission Based
Other (PER PARTICIPANT (ERISA))

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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MARLIN MANAGER, LLC

Find an Advisor

QualificationsFirm CRD# 310768

Assets Under Management $652,630,533

No. Of Clients2

Clients Per Financial Advisor1

MARLIN MANAGER, LLC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $653M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (MASTER SERVICING FEE)

Financial Planning Services

Portfolio Management for pooled Investment

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HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS

Find an Advisor

QualificationsFirm CRD# 147874

Assets Under Management $145,700,000

No. Of Clients461

Clients Per Financial Advisor231

HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 461 clients. The team consists of 2 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
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

View Full Profile

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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