Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
The Villages has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in The Villages, Florida have an average of 33 years of experience.
Qualifications
Firm CRD# 314989
Series 7, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TALON PRIVATE WEALTH, LLC 11974 County Road 101, Suite 103 The Villages, FL, 32162 | $826,440,898 | 4058 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BLACKSTON FINANCIAL ADVISORY GROUP, LLC 8564 E. County Road 466, Suite 302 The Villages, FL, 32162 | $207,000,000 | 1193 | 13 | A Percentage of AUM |
3 | BLUEPRINT WEALTH MANAGEMENT 3602 Kiessel Road, The Villages, FL, 32163-2910 | $94,016,000 | 1236 | 8 | A Percentage of AUM |
QualificationsFirm CRD# 298714
Assets Under Management $826,440,898
No. Of Clients4058
Clients Per Financial Advisor184
TALON PRIVATE WEALTH, LLC is a financial advisory firm situated in The Villages, Florida. With a nearly $826M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4058 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291380
Assets Under Management $207,000,000
No. Of Clients1193
Clients Per Financial Advisor92
BLACKSTON FINANCIAL ADVISORY GROUP, LLC is a financial advisory firm situated in The Villages, Florida. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1193 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169997
Assets Under Management $94,016,000
No. Of Clients1236
Clients Per Financial Advisor155
BLUEPRINT WEALTH MANAGEMENT is a financial advisory firm situated in The Villages, Florida. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1236 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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