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Find Retirement Advisors for Retirement Planning in Venice, 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.

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Finding the Best Retirement Planners in Venice, Florida

Last Updated - May 24, 2025

Venice has 5 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Venice, Florida

advisor
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Patricia Chevalier
CASL®, CFP®, RICP®, APMA®, CLU®, ChFC®
Prudential

Qualifications
CRD# 2088425
Firm CRD# 8733
Series 6, 7, 9, 10, 24, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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John Salomon
CPA, CFP®
J2 Capital Management, Inc.

Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Yale Walker
AIF®
Walker Wealth Management

Qualifications
CRD# 5746979
Firm CRD# 285880

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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Top 2 Retirement Planning firms in Venice, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

310 W. Venice Avenue, Suite 201
Venice, FL, 34285
$1,325,134,139379121
A percentage of AUM, Fixed fees, Other (REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)
2

100 W Venice Ave, Suite G
Venice, FL, 34285
$536,573,6902866
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Venice, Florida

QualificationsFirm CRD# 323060

Assets Under Management $1,325,134,139

No. Of Clients3791

Clients Per Financial Advisor181

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 3791 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
  • Other (REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

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
  • Other (CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.)
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QualificationsFirm CRD# 35971

Assets Under Management $536,573,690

No. Of Clients286

Clients Per Financial Advisor48

DALE K. EHRHART, INC. is a financial advisory firm situated in Venice, Florida. With a nearly $537M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 6 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
View Full Profile

Retirement Planners Near You

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