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Find Retirement Advisors for Retirement Planning in Saint Petersburg, 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 Saint Petersburg, Florida
Last Updated - April 17, 2024Saint Petersburg has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 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
VERIFIEDBrian 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
VERIFIEDNathan 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
VERIFIEDArmand 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
VERIFIEDBerkely 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
VERIFIED 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
Since 1998
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Top 4 Retirement Planning firms in Saint Petersburg, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES INVESTMENT MANAGEMENT 780 Carillon Parkway, St Petersburg, FL, 33716 | $15,356,334,967 | 6 | 171 | A Percentage of AUM, Performance Based |
| 2 | TRANSAMERICA FINANCIAL ADVISORS, INC. 570 Carillon Parkway, St Petersburg, FL, 33716-1202 | $1,815,425,709 | 59659 | 1235 | A Percentage of AUM |
| 3 | AMUNI FINANCIAL, INC. 720 Second Ave S, St Petersburg, FL, 33701 | $114,150,000 | 226 | 19 | A Percentage of AUM |
| 4 | WEBULL ADVISORS LLC 200 Carillon Parkway, St Petersburg, FL, 33716 | $15,720,845 | 66539 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Saint Petersburg, Florida
QualificationsFirm CRD# 174904
Assets Under Management $15,356,334,967
No. Of Clients6
Clients Per Financial Advisor0
RAYMOND JAMES INVESTMENT MANAGEMENT is a financial advisory firm situated in St Petersburg, Florida. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 171 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 pooled Investment
QualificationsFirm CRD# 16164
Assets Under Management $1,815,425,709
No. Of Clients59659
Clients Per Financial Advisor48
TRANSAMERICA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in St Petersburg, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59659 clients. The team consists of 1235 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
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 8365
Assets Under Management $114,150,000
No. Of Clients226
Clients Per Financial Advisor12
AMUNI FINANCIAL, INC. is a financial advisory firm situated in St Petersburg, Florida. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 226 clients. The team consists of 19 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
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 304881
Assets Under Management $15,720,845
No. Of Clients66539
Clients Per Financial Advisor22180
WEBULL ADVISORS LLC is a financial advisory firm situated in St Petersburg, Florida. With a nearly $16M assets under management, the firm specializes in crafting personalized retirement planning solutions for 66539 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
Financial Planning Services
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