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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 11, 2025Tampa has 14 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDJorge 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
VERIFIEDDaniel 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
VERIFIEDQualifications
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
VERIFIEDMaria 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDArmand 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
VERIFIEDDaniel 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
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
VERIFIEDMeredith 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
VERIFIEDNathan 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
VERIFIEDDynasty 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
VERIFIEDBrian 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Tampa, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $92,968,371,160 | 146 | 264 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 5502 North Nebraska Ave, Tampa, FL, 33604 | $13,054,420,667 | 25 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 3030 North Rocky Point Drive West, Suite 700 Tampa, FL, 33607 | $9,761,355,350 | 37391 | 267 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 4 | 100 S. Ashley Drive, Suite 830 Tampa, FL, 33602 | $6,256,967,921 | 18097 | 146 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 4301 Anchor Plaza Parkway, Suite # 450 Tampa, FL, 33634 | $5,735,868,013 | 25612 | 512 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | Two Harbour Place, 302 Knights Run Avenue, Suite 1225 Tampa, FL, 33602 | $5,490,380,153 | 13 | 42 | A percentage of AUM, Performance Based |
| 7 | 4211 W. Boy Scout Blvd., Suite 800 Tampa, FL, 33607 | $4,807,690,865 | 1915 | 42 | A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS) |
| 8 | 2002 N. Tampa Street, Suite 200 Tampa, FL, 33602 | $4,718,476,274 | 8 | 175 | A percentage of AUM |
| 9 | 1600 E 8th Ave, Suite A132-A Tampa, FL, 33605 | $3,185,787,024 | 52 | 16 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 4221 W Boy Scout Blvd, Suite 730 Tampa, FL, 33607 | $1,679,491,291 | 957 | 21 | A percentage of AUM, Fixed fees |
| 11 | 15350 N. Florida Ave., Tampa, FL, 33613 | $1,466,774,635 | 1443 | 30 | A percentage of AUM, Fixed fees |
| 12 | 5550 W Executive Dr, Suite 320 Tampa, FL, 33609 | $1,364,799,575 | 1361 | 16 | A percentage of AUM |
| 13 | 2701 N. Rocky Point Drive, Suite 1000 Tampa, FL, 33607 | $1,216,021,701 | 7559 | 515 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based |
| 14 | 511 W. Bay Street, Suite 310 Tampa, FL, 33606 | $1,150,280,809 | 975 | 14 | A percentage of AUM, Fixed fees, Other (PROJECT BASED FEES) |
| 15 | 12610 Race Track Road, Suite 250 Tampa, FL, 33626 | $1,038,441,111 | 19 | 62 | 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
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)
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)
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
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)
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)
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
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
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
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
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
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
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
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)
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.