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

Last Updated - April 24, 2025

Tampa has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 64 non-vetted advisors in your local area. These retirement advisors in Tampa, Florida have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Tampa, Florida

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
vector.svg 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

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

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advisor
vector.svg VERIFIED

Daniel 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

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advisor

Qualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$100,000

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor
vector.svg VERIFIED

Maria Giacalone-Mozo
CRPC®
LPL Financial

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

Minimum Assets Required
$0

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg 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

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

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advisor
vector.svg VERIFIED

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

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

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, Commissions, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Jerry Bulaclac
RadiantVest

Qualifications
CRD# 4851069
Firm CRD# 125112
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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor
vector.svg VERIFIED

Meredith Freeman
Accurate Advisory Group

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

Minimum Assets Required
$0

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, Commissions, Based on Assets

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advisor
vector.svg 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

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

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advisor
vector.svg VERIFIED

Dynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA

Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66

Minimum Assets Required
$0

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, Based on Assets

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advisor
vector.svg VERIFIED

Yale Walker
AIF®
Walker Wealth Management

Qualifications
CRD# 5746979
Firm CRD# 285880

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

Brian 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Stephen Colavito
SB Advisory

Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65

Minimum Assets Required
$0

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
$92,968,371,160146264
A percentage of AUM, Fixed fees, Performance Based
2

5502 North Nebraska Ave,
Tampa, FL, 33604
$13,054,420,6672514
A percentage of AUM, Hourly charges, Fixed fees
3

3030 North Rocky Point Drive West, Suite 700
Tampa, FL, 33607
$9,761,355,35037391267
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
4

100 S. Ashley Drive, Suite 830
Tampa, FL, 33602
$6,256,967,92118097146
A percentage of AUM, Hourly charges, Fixed fees
5

4301 Anchor Plaza Parkway, Suite # 450
Tampa, FL, 33634
$5,735,868,01325612512
A percentage of AUM, Hourly charges, Fixed fees
6

Two Harbour Place, 302 Knights Run Avenue, Suite 1225
Tampa, FL, 33602
$5,490,380,1531342
A percentage of AUM, Performance Based
7

4211 W. Boy Scout Blvd., Suite 800
Tampa, FL, 33607
$4,807,690,865191542
A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS)
8

2002 N. Tampa Street, Suite 200
Tampa, FL, 33602
$4,718,476,2748175
A percentage of AUM
9

1600 E 8th Ave, Suite A132-A
Tampa, FL, 33605
$3,185,787,0245216
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
10

4221 W Boy Scout Blvd, Suite 730
Tampa, FL, 33607
$1,679,491,29195721
A percentage of AUM, Fixed fees
11

15350 N. Florida Ave.,
Tampa, FL, 33613
$1,466,774,635144330
A percentage of AUM, Fixed fees
12

5550 W Executive Dr, Suite 320
Tampa, FL, 33609
$1,364,799,575136116
A percentage of AUM
13

2701 N. Rocky Point Drive, Suite 1000
Tampa, FL, 33607
$1,216,021,7017559515
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based
14

511 W. Bay Street, Suite 310
Tampa, FL, 33606
$1,150,280,80997514
A percentage of AUM, Fixed fees, Other (PROJECT BASED FEES)
15

12610 Race Track Road, Suite 250
Tampa, FL, 33626
$1,038,441,1111962
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Tampa, Florida

QualificationsFirm CRD# 152606

Assets Under Management $92,968,371,160

No. Of Clients146

Clients Per Financial Advisor1

DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 115344

Assets Under Management $13,054,420,667

No. Of Clients25

Clients Per Financial Advisor2

DEEP BLUE INVESTMENT ADVISORS is a financial advisory firm situated in Tampa, Florida. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 14 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

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)
View Full Profile

QualificationsFirm CRD# 125112

Assets Under Management $9,761,355,350

No. Of Clients37391

Clients Per Financial Advisor140

INDEPENDENT FINANCIAL PARTNERS is a financial advisory firm situated in Tampa, Florida. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37391 clients. The team consists of 267 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 (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (NON-DISCRETIONARY INVESTMENT ADVICE)
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QualificationsFirm CRD# 323135

Assets Under Management $6,256,967,921

No. Of Clients18097

Clients Per Financial Advisor124

CONCURRENT INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18097 clients. The team consists of 146 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 112294

Assets Under Management $5,735,868,013

No. Of Clients25612

Clients Per Financial Advisor50

J. W. COLE ADVISORS, INC. is a financial advisory firm situated in Tampa, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25612 clients. The team consists of 512 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
  • Selection for other advisors
  • Education seminars/workshops
  • Other (HOURLY & FIXED RATE CONSULTING)
View Full Profile

QualificationsFirm CRD# 168625

Assets Under Management $5,490,380,153

No. Of Clients13

Clients Per Financial Advisor0

KOPERNIK GLOBAL INVESTORS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 42 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (ADVISORY ONLY SERVICES)
View Full Profile

QualificationsFirm CRD# 312284

Assets Under Management $4,807,690,865

No. Of Clients1915

Clients Per Financial Advisor46

THE BALDWIN GROUP WEALTH ADVISORS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1915 clients. The team consists of 42 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 (VALUE OF PLAN ASSETS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 175212

Assets Under Management $4,718,476,274

No. Of Clients8

Clients Per Financial Advisor0

DOUBLELINE ALTERNATIVES LP is a financial advisory firm situated in Tampa, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 175 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
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 299961

Assets Under Management $3,185,787,024

No. Of Clients52

Clients Per Financial Advisor3

THIRD LAKE PARTNERS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 322287

Assets Under Management $1,679,491,291

No. Of Clients957

Clients Per Financial Advisor46

FIDELIS CAPITAL is a financial advisory firm situated in Tampa, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 957 clients. The team consists of 21 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 143608

Assets Under Management $1,466,774,635

No. Of Clients1443

Clients Per Financial Advisor48

JAFFE TILCHIN INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1443 clients. The team consists of 30 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 108289

Assets Under Management $1,364,799,575

No. Of Clients1361

Clients Per Financial Advisor85

SUNCOAST EQUITY MANAGEMENT, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1361 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 20999

Assets Under Management $1,216,021,701

No. Of Clients7559

Clients Per Financial Advisor15

CALTON & ASSOCIATES, INC. is a financial advisory firm situated in Tampa, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7559 clients. The team consists of 515 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
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 150570

Assets Under Management $1,150,280,809

No. Of Clients975

Clients Per Financial Advisor70

AGW CAPITAL ADVISORS is a financial advisory firm situated in Tampa, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 975 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PROJECT BASED FEES)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (PROJECT CONSULTING OR ANALYSIS)
View Full Profile

QualificationsFirm CRD# 288985

Assets Under Management $1,038,441,111

No. Of Clients19

Clients Per Financial Advisor0

ANZU PARTNERS, LLC is a financial advisory firm situated in Tampa, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 62 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 vehicles
View Full Profile

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