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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 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 Tampa, Florida
Last Updated - April 20, 2024Tampa has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 61 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
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
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
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
VERIFIEDJerry 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
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
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
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Top 15 Retirement Planning firms in Tampa, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $91,220,415,301 | 151 | 284 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | DEEP BLUE INVESTMENT ADVISORS 5502 North Nebraska Ave, Tampa, FL, 33604 | $10,900,581,226 | 23 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | INDEPENDENT FINANCIAL PARTNERS 3030 North Rocky Point Drive West, Suite 700 Tampa, FL, 33607 | $8,915,756,449 | 34487 | 273 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 4 | CONCURRENT INVESTMENT ADVISORS, LLC 100 S. Ashley Drive, Suite 830 Tampa, FL, 33602 | $6,045,530,000 | 17385 | 105 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | KOPERNIK GLOBAL INVESTORS, LLC Two Harbour Place, 302 Knights Run Avenue, Suite 1225 Tampa, FL, 33602 | $5,654,853,917 | 14 | 43 | A Percentage of AUM, Performance Based |
| 6 | J. W. COLE ADVISORS, INC. 4301 Anchor Plaza Parkway, Suite # 450 Tampa, FL, 33634 | $4,854,030,147 | 24060 | 521 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | DOUBLELINE ALTERNATIVES LP 2002 N. Tampa Street, Suite 200 Tampa, FL, 33602 | $4,680,786,637 | 9 | 181 | A Percentage of AUM |
| 8 | AGW CAPITAL ADVISORS 511 W. Bay Street, Suite 310 Tampa, FL, 33606 | $2,858,777,816 | 1088 | 15 | A Percentage of AUM, Fixed Fees, Other (PROJECT BASED FEES) |
| 9 | THIRD LAKE PARTNERS, LLC 1600 E 8th Ave, Suite A132-A Tampa, FL, 33605 | $2,167,397,704 | 44 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 10 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC 15350 N. Florida Ave., Tampa, FL, 33613 | $1,235,384,117 | 3488 | 31 | A Percentage of AUM, Fixed Fees |
| 11 | DARWIN ASSET MANAGEMENT, LLC 4601 West North A Street, Tampa, FL, 33609 | $1,007,166,261 | 5 | 4 | A Percentage of AUM, Fixed Fees |
| 12 | GREYFELL CAPITAL MANAGEMENT 100 South Ashley Drive, Suite 1130 Tampa, FL, 33602 | $1,000,000,000 | 1 | 5 | Fixed Fees, Other (ADVISER PERCENTAGE) |
| 13 | ANZU PARTNERS, LLC 12610 Race Track Road, Suite 250 Tampa, FL, 33626 | $974,925,553 | 17 | 63 | A Percentage of AUM, Performance Based |
| 14 | CALTON & ASSOCIATES, INC. 2701 N. Rocky Point Drive, Suite 1000 Tampa, FL, 33607 | $970,466,410 | 6750 | 486 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
| 15 | FAI CAPITAL MANAGEMENT 109 S. Macdill Avenue, Tampa, FL, 33609 | $914,830,661 | 6 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES) |
Information on Top Retirement Planning firms in Tampa, Florida
QualificationsFirm CRD# 152606
Assets Under Management $91,220,415,301
No. Of Clients151
Clients Per Financial Advisor1
DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 284 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 115344
Assets Under Management $10,900,581,226
No. Of Clients23
Clients Per Financial Advisor2
DEEP BLUE INVESTMENT ADVISORS is a financial advisory firm situated in Tampa, Florida. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125112
Assets Under Management $8,915,756,449
No. Of Clients34487
Clients Per Financial Advisor126
INDEPENDENT FINANCIAL PARTNERS is a financial advisory firm situated in Tampa, Florida. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34487 clients. The team consists of 273 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 323135
Assets Under Management $6,045,530,000
No. Of Clients17385
Clients Per Financial Advisor166
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 17385 clients. The team consists of 105 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168625
Assets Under Management $5,654,853,917
No. Of Clients14
Clients Per Financial Advisor0
KOPERNIK GLOBAL INVESTORS, 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 14 clients. The team consists of 43 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 112294
Assets Under Management $4,854,030,147
No. Of Clients24060
Clients Per Financial Advisor46
J. W. COLE ADVISORS, INC. 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 24060 clients. The team consists of 521 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
QualificationsFirm CRD# 175212
Assets Under Management $4,680,786,637
No. Of Clients9
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 9 clients. The team consists of 181 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 150570
Assets Under Management $2,858,777,816
No. Of Clients1088
Clients Per Financial Advisor73
AGW CAPITAL ADVISORS 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 1088 clients. The team consists of 15 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 299961
Assets Under Management $2,167,397,704
No. Of Clients44
Clients Per Financial Advisor2
THIRD LAKE PARTNERS, LLC 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 44 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 143608
Assets Under Management $1,235,384,117
No. Of Clients3488
Clients Per Financial Advisor113
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 3488 clients. The team consists of 31 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
- Selection of Other Advisors
QualificationsFirm CRD# 310174
Assets Under Management $1,007,166,261
No. Of Clients5
Clients Per Financial Advisor1
DARWIN ASSET 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 5 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
- Fixed Fees
Financial Planning Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 315480
Assets Under Management $1,000,000,000
No. Of Clients1
Clients Per Financial Advisor0
GREYFELL CAPITAL MANAGEMENT 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 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Other (ADVISER PERCENTAGE)
Financial Planning Services
- Portfolio Management for Business
QualificationsFirm CRD# 288985
Assets Under Management $974,925,553
No. Of Clients17
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 17 clients. The team consists of 63 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
QualificationsFirm CRD# 20999
Assets Under Management $970,466,410
No. Of Clients6750
Clients Per Financial Advisor14
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 6750 clients. The team consists of 486 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 147025
Assets Under Management $914,830,661
No. Of Clients6
Clients Per Financial Advisor1
FAI CAPITAL MANAGEMENT is a financial advisory firm situated in Tampa, Florida. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Hourly charges
- Fixed Fees
- Other (REFERRAL FEES)
Financial Planning Services
- Portfolio Management for Business
- Selection of Other Advisors
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