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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 - May 11, 2024

Tampa has 5 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

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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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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

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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

advisor-photo

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

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
$91,220,415,301151284
A Percentage of AUM, Fixed Fees, Performance Based
2
DEEP BLUE INVESTMENT ADVISORS
5502 North Nebraska Ave,
Tampa, FL, 33604
$10,900,581,2262313
A Percentage of AUM, Hourly charges, Fixed Fees
3
INDEPENDENT FINANCIAL PARTNERS
3030 North Rocky Point Drive West, Suite 700
Tampa, FL, 33607
$8,915,756,44934487273
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
$6,045,530,00017385105
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
$5,654,853,9171443
A Percentage of AUM, Performance Based
6
J. W. COLE ADVISORS, INC.
4301 Anchor Plaza Parkway, Suite # 450
Tampa, FL, 33634
$4,854,030,14724060521
A Percentage of AUM, Hourly charges, Fixed Fees
7
DOUBLELINE ALTERNATIVES LP
2002 N. Tampa Street, Suite 200
Tampa, FL, 33602
$4,680,786,6379181
A Percentage of AUM
8
AGW CAPITAL ADVISORS
511 W. Bay Street, Suite 310
Tampa, FL, 33606
$2,858,777,816108815
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
$2,167,397,7044419
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
10
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
15350 N. Florida Ave.,
Tampa, FL, 33613
$1,235,384,117348831
A Percentage of AUM, Fixed Fees
11
DARWIN ASSET MANAGEMENT, LLC
4601 West North A Street,
Tampa, FL, 33609
$1,007,166,26154
A Percentage of AUM, Fixed Fees
12
GREYFELL CAPITAL MANAGEMENT
100 South Ashley Drive, Suite 1130
Tampa, FL, 33602
$1,000,000,00015
Fixed Fees, Other (ADVISER PERCENTAGE)
13
ANZU PARTNERS, LLC
12610 Race Track Road, Suite 250
Tampa, FL, 33626
$974,925,5531763
A Percentage of AUM, Performance Based
14
CALTON & ASSOCIATES, INC.
2701 N. Rocky Point Drive, Suite 1000
Tampa, FL, 33607
$970,466,4106750486
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based
15
FAI CAPITAL MANAGEMENT
109 S. Macdill Avenue,
Tampa, FL, 33609
$914,830,66165
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
View Full Profile

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
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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