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

Last Updated - April 25, 2025

Stuart has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Stuart, Florida have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Stuart, Florida

VERIFIED

King Tide Advisors
CFP^®, CTFA, ATFA

Qualifications
Firm CRD# 167517

Minimum Assets Required
$250,000

Address

3441 SW Rivers End Way,
Palm City, FL 34990 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-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vivienne Schleu
CPA
Alpina Financial Consultants

Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65

Minimum Assets Required
$500,000

Address

4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek, FL 33073 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, Legal 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

1200 South Pine Island Road,
Suite 400,
Plantation, FL 33324 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in Stuart, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	453 Riverside Drive, Stuart, FL, 34994	$350,950,000	242	11	A percentage of AUM
2	823 Se Osceola St, Stuart, FL, 34994	$261,383,906	1366	6	A percentage of AUM, Hourly charges
3	401 Se Osceola Street, Suite 202 Stuart, FL, 34994	$219,978,600	118	3	A percentage of AUM, Hourly charges, Fixed fees
4	309 Se Osceola Street, Suite 350 Stuart, FL, 34994	$162,766,531	1	23	Other (DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE)
5	1235 Se Indian Street, Suite 102 Stuart, FL, 34997	$107,561,012	258	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Stuart, Florida

FOGEL CAPITAL MANAGEMENT INC

Find an Advisor

QualificationsFirm CRD# 108212

Assets Under Management $350,950,000

No. Of Clients242

Clients Per Financial Advisor22

FOGEL CAPITAL MANAGEMENT INC is a financial advisory firm situated in Stuart, Florida. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 242 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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VICTRIX INVESTMENT ADVISORS

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QualificationsFirm CRD# 167517

Assets Under Management $261,383,906

No. Of Clients1366

Clients Per Financial Advisor228

VICTRIX INVESTMENT ADVISORS is a financial advisory firm situated in Stuart, Florida. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1366 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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SPECTRA INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 288145

Assets Under Management $219,978,600

No. Of Clients118

Clients Per Financial Advisor39

SPECTRA INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Stuart, Florida. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 118 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FAMILY OFFICE SERVICES)

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DUNN CAPITAL MANAGEMENT

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QualificationsFirm CRD# 328632

Assets Under Management $162,766,531

No. Of Clients1

Clients Per Financial Advisor0

DUNN CAPITAL MANAGEMENT is a financial advisory firm situated in Stuart, Florida. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE)

Financial Planning Services

Selection for other advisors

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RALICKI WEALTH MANAGEMENT & TRUST SERVICES

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QualificationsFirm CRD# 141192

Assets Under Management $107,561,012

No. Of Clients258

Clients Per Financial Advisor65

RALICKI WEALTH MANAGEMENT & TRUST SERVICES is a financial advisory firm situated in Stuart, Florida. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 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 services
Pesnsion consulting services
Selection for 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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