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.
Venice has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Venice, Florida have an average of 21 years of experience.
John Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Jason Kohut
Signet Financial Management, LLC
Qualifications
CRD# 4007586
Firm CRD# 105310
Series 7, 66
Minimum Assets Required
$50,000,000
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. 310 W. Venice Avenue, Suite 201 Venice, FL, 34285 | $1,071,312,815 | 3097 | 17 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
2 | DALE K. EHRHART, INC. 100 W Venice Ave, Suite G Venice, FL, 34285 | $605,045,565 | 352 | 4 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 323060
Assets Under Management $1,071,312,815
No. Of Clients3097
Clients Per Financial Advisor182
FOURTHOUGHT FINANCIAL PARTNERS, LLC. is a financial advisory firm situated in Venice, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3097 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 35971
Assets Under Management $605,045,565
No. Of Clients352
Clients Per Financial Advisor88
DALE K. EHRHART, INC. is a financial advisory firm situated in Venice, Florida. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 352 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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