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Find Retirement Advisors for Retirement Planning in Vero Beach, 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 Vero Beach, Florida
Last Updated - April 12, 2024Vero Beach has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Vero Beach, Florida have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Vero Beach, Florida
VERIFIEDDock Street Asset Management
CAIA®, CFA®
Qualifications
Firm CRD# 111163
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Vero Beach, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ARMOUR CAPITAL MANAGEMENT LP 3001 Ocean Drive, Suite 201 Vero Beach, FL, 32963 | $9,437,047,460 | 1 | 22 | Other (A PERCENTAGE OF GROSS EQUITY RAISED) |
| 2 | BIMINI ADVISORS, LLC 3305 Flamingo Drive, Vero Beach, FL, 32963 | $3,865,736,000 | 1 | 8 | A Percentage of AUM |
| 3 | CORRY CAPITAL ADVISORS, LLC 3505 Ocean Drive, Vero Beach, FL, 32963 | $2,180,392,183 | 13 | 10 | A Percentage of AUM, Performance Based |
| 4 | PROFESSIONAL ADVISORY SERVICES INC 2770 Indian River Blvd, Suite 204 Vero Beach, FL, 32960 | $1,030,856,526 | 1151 | 13 | A Percentage of AUM |
| 5 | SPIREPOINT PRIVATE CLIENT 3111 Cardinal Drive, Suite 2 West Vero Beach, FL, 32963 | $730,261,847 | 484 | 6 | A Percentage of AUM, Fixed Fees |
| 6 | WASHBURN CAPITAL MANAGEMENT INC. 70 Royal Palm Pointe, Suite C Vero Beach, FL, 32960 | $186,637,289 | 454 | 3 | A Percentage of AUM |
| 7 | TREASURE COAST FINANCIAL PLANNING, INC. 545 Beachland Blvd, Vero Beach, FL, 32963 | $172,405,888 | 574 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS) |
| 8 | GALLATIN & COMPANY, LLC 505 Beachland Blvd - Suite 7, Vero Beach, FL, 32963 | $110,177,967 | 45 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Vero Beach, Florida
QualificationsFirm CRD# 164570
Assets Under Management $9,437,047,460
No. Of Clients1
Clients Per Financial Advisor0
ARMOUR CAPITAL MANAGEMENT LP is a financial advisory firm situated in Vero Beach, Florida. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (A PERCENTAGE OF GROSS EQUITY RAISED)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 164944
Assets Under Management $3,865,736,000
No. Of Clients1
Clients Per Financial Advisor0
BIMINI ADVISORS, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Portfolio Management for Business
QualificationsFirm CRD# 165403
Assets Under Management $2,180,392,183
No. Of Clients13
Clients Per Financial Advisor1
CORRY CAPITAL ADVISORS, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 10 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
QualificationsFirm CRD# 105397
Assets Under Management $1,030,856,526
No. Of Clients1151
Clients Per Financial Advisor89
PROFESSIONAL ADVISORY SERVICES INC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1151 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 327350
Assets Under Management $730,261,847
No. Of Clients484
Clients Per Financial Advisor81
SPIREPOINT PRIVATE CLIENT is a financial advisory firm situated in Vero Beach, Florida. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 125708
Assets Under Management $186,637,289
No. Of Clients454
Clients Per Financial Advisor151
WASHBURN CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Vero Beach, Florida. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 clients. The team consists of 3 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
QualificationsFirm CRD# 166684
Assets Under Management $172,405,888
No. Of Clients574
Clients Per Financial Advisor96
TREASURE COAST FINANCIAL PLANNING, INC. is a financial advisory firm situated in Vero Beach, Florida. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 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
- Hourly charges
- Fixed Fees
- Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111984
Assets Under Management $110,177,967
No. Of Clients45
Clients Per Financial Advisor23
GALLATIN & COMPANY, LLC is a financial advisory firm situated in Vero Beach, Florida. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 2 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
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