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Find Retirement Advisors for Retirement Planning in The Villages, 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 The Villages, Florida

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in The Villages, Florida

advisor-photo

Qualifications
Firm CRD# 314989
Series 7, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Based on Assets

Top 3 Retirement Planning firms in The Villages, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TALON PRIVATE WEALTH, LLC
11974 County Road 101, Suite 103
The Villages, FL, 32162
$826,440,898405822
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
$207,000,000119313
A Percentage of AUM
3
BLUEPRINT WEALTH MANAGEMENT
3602 Kiessel Road,
The Villages, FL, 32163-2910
$94,016,00012368
A Percentage of AUM

Information on Top Retirement Planning firms in The Villages, Florida

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.

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# 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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