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Find Retirement Advisors for Retirement Planning in Sarasota, 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 Sarasota, Florida

Last Updated - March 21, 2024

Sarasota has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Sarasota, Florida have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Sarasota, Florida

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

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
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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

John Salomon
CPA, CFP®
J2 Capital Management, Inc.

Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

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

Top 15 Retirement Planning firms in Sarasota, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CUMBERLAND ADVISORS
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303
Sarasota, FL, 34236
$3,378,840,322291445
A Percentage of AUM, Hourly charges, Fixed Fees, Other (MODEL DELIVERY FEES)
2
ARISTOTLE ATLANTIC PARTNERS, LLC
50 Central Avenue, Suite 750
Sarasota, FL, 34236
$1,845,916,24728810
A Percentage of AUM, Performance Based
3
TRUADVICE LLC
5290 Station Way,
Sarasota, FL, 34233
$938,929,557762327
A Percentage of AUM, Hourly charges, Fixed Fees
4
J. L. BAINBRIDGE & CO., INC.
1582 Main Street,
Sarasota, FL, 34236
$740,302,32217617
A Percentage of AUM
5
DAY HAGAN ASSET MANAGEMENT
1000 S. Tamiami Trail,
Sarasota, FL, 34236
$636,236,32157511
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISORY FEES)
6
WALSH & ASSOCIATES, LLC
2350 Fruitville Rd., Suite 201,
Sarasota, FL, 34237
$481,850,214207113
A Percentage of AUM, Fixed Fees
7
GLOBAL FINANCIAL PRIVATE CLIENT
6000 Cattleridge Drive, Suite 200
Sarasota, FL, 34232
$419,217,9898606
A Percentage of AUM, Hourly charges, Fixed Fees
8
WHITE OAKS INVESTMENT MANAGEMENT, INC
1717 2nd Street, Suite C
Sarasota, FL, 34236
$363,279,367112
A Percentage of AUM, Performance Based
9
COMPOUND FAMILY OFFICES, LLC
2033 Main Street, Suite 202
Sarasota, FL, 34237
$314,617,8632296
A Percentage of AUM, Hourly charges
10
FORZA WEALTH MANAGEMENT
7701 Holiday Drive,
Sarasota, FL, 34231
$285,477,3382843
A Percentage of AUM, Hourly charges
11
TRUVESTMENTS CAPITAL LLC
5391 Lakewood Ranch Blvd N, Suite #303
Sarasota, FL, 34240
$265,925,562126110
A Percentage of AUM, Hourly charges
12
LPF ADVISORS, LLC
2601 Cattlemen Road, Suite 302
Sarasota, FL, 34232
$249,916,6217744
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES/ERISA FEES)
13
WEALTH PRO ADVISORS, INC.
2381 Fruitville Road,
Sarasota, FL, 34237
$231,301,4003704
A Percentage of AUM, Hourly charges, Fixed Fees
14
RANCH CAPITAL ADVISORS INC.
4910 Lakewood Ranch Blvd, #130
Sarasota, FL, 34240
$226,803,3649696
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (FINANCIAL COACHING SERVICE)
15
SARA-BAY FINANCIAL CORP.
2201 Cantu Court, Suite 102
Sarasota, FL, 34232
$213,242,0178235
A Percentage of AUM

Information on Top Retirement Planning firms in Sarasota, Florida

QualificationsFirm CRD# 107964

Assets Under Management $3,378,840,322

No. Of Clients2914

Clients Per Financial Advisor65

CUMBERLAND ADVISORS is a financial advisory firm situated in Sarasota, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2914 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (MODEL DELIVERY FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Market Timing Based
View Full Profile

QualificationsFirm CRD# 285721

Assets Under Management $1,845,916,247

No. Of Clients288

Clients Per Financial Advisor29

ARISTOTLE ATLANTIC PARTNERS, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 292482

Assets Under Management $938,929,557

No. Of Clients7623

Clients Per Financial Advisor282

TRUADVICE LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $939M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7623 clients. The team consists of 27 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
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108058

Assets Under Management $740,302,322

No. Of Clients1761

Clients Per Financial Advisor252

J. L. BAINBRIDGE & CO., INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $740M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1761 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 139671

Assets Under Management $636,236,321

No. Of Clients575

Clients Per Financial Advisor52

DAY HAGAN ASSET MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 clients. The team consists of 11 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 (THIRD PARTY ADVISORY FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 144441

Assets Under Management $481,850,214

No. Of Clients2071

Clients Per Financial Advisor159

WALSH & ASSOCIATES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2071 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 290006

Assets Under Management $419,217,989

No. Of Clients860

Clients Per Financial Advisor143

GLOBAL FINANCIAL PRIVATE CLIENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 860 clients. The team consists of 6 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

QualificationsFirm CRD# 170016

Assets Under Management $363,279,367

No. Of Clients11

Clients Per Financial Advisor6

WHITE OAKS INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in Sarasota, Florida. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 298776

Assets Under Management $314,617,863

No. Of Clients229

Clients Per Financial Advisor38

COMPOUND FAMILY OFFICES, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 281075

Assets Under Management $285,477,338

No. Of Clients284

Clients Per Financial Advisor95

FORZA WEALTH MANAGEMENT is a financial advisory firm situated in Sarasota, Florida. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 284 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 291297

Assets Under Management $265,925,562

No. Of Clients1261

Clients Per Financial Advisor126

TRUVESTMENTS CAPITAL LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1261 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 298068

Assets Under Management $249,916,621

No. Of Clients774

Clients Per Financial Advisor194

LPF ADVISORS, LLC is a financial advisory firm situated in Sarasota, Florida. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 774 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (REFERRAL FEES/ERISA FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 169266

Assets Under Management $231,301,400

No. Of Clients370

Clients Per Financial Advisor93

WEALTH PRO ADVISORS, INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 clients. The team consists of 4 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
View Full Profile

QualificationsFirm CRD# 300966

Assets Under Management $226,803,364

No. Of Clients969

Clients Per Financial Advisor162

RANCH CAPITAL ADVISORS INC. is a financial advisory firm situated in Sarasota, Florida. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 969 clients. The team consists of 6 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 (FINANCIAL COACHING SERVICE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 133443

Assets Under Management $213,242,017

No. Of Clients823

Clients Per Financial Advisor165

SARA-BAY FINANCIAL CORP. is a financial advisory firm situated in Sarasota, Florida. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 823 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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