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Find Retirement Advisors for Retirement Planning in Winter Park, 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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. 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 Winter Park, Florida
Last Updated - April 25, 2025Winter Park has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Winter Park, Florida have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Winter Park, Florida
VERIFIEDStephen Colavito
SB Advisory
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 143767
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMeredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Winter Park, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 250 Park Avenue South, Suite 250 Winter Park, FL, 32789 | $4,811,361,206 | 79 | 31 | A percentage of AUM, Performance Based |
| 2 | 631 W. Morse Blvd., Suite 115 Winter Park, FL, 32789 | $2,764,389,643 | 1168 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1936 Lee Road, Ste. 270 Winter Park, FL, 32789 | $1,043,473,812 | 1732 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 531 W Morse Blvd, Suite 200 Winter Park, FL, 32789 | $976,600,000 | 24 | 90 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 444 W. New England Ave, Suite 117 Winter Park, FL, 32789 | $588,346,236 | 1 | 4 | A percentage of AUM, Performance Based |
| 6 | 250 S Park Avenue, Ste 370 Winter Park, FL, 32789-7001 | $555,879,186 | 3 | 4 | A percentage of AUM, Performance Based |
| 7 | 1091 West Morse Boulevard, Suite 200 Winter Park, FL, 32789 | $451,046,673 | 1230 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 558 W. New England Avenue, Suite 250 Winter Park, FL, 32789 | $400,718,890 | 6 | 6 | A percentage of AUM, Performance Based |
| 9 | 807 W Morse Blvd, Suite 105 Winter Park, FL, 32789 | $348,435,394 | 10 | 5 | A percentage of AUM, Performance Based, Other (SPV EXPENSE FEE) |
| 10 | 1099 W Morse Blvd, Winter Park, FL, 32789 | $345,016,442 | 968 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
| 11 | 941 W. Morse Blvd., Suite 100 Winter Park, FL, 32789 | $332,488,972 | 294 | 2 | A percentage of AUM, Hourly charges |
| 12 | 1201 S. Orlando Avenue, Suite 350 Winter Park, FL, 32789 | $299,379,933 | 507 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 2160 North Park Avenue, Winter Park, FL, 32789 | $235,111,173 | 695 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 334 W. Morse Blvd., Winter Park, FL, 32789 | $227,272,169 | 471 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 427 S. New York Ave, Suite 202 Winter Park, FL, 32789 | $200,041,338 | 346 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Winter Park, Florida
QualificationsFirm CRD# 112099
Assets Under Management $4,811,361,206
No. Of Clients79
Clients Per Financial Advisor3
DEPRINCE, RACE & ZOLLO, INC. is a financial advisory firm situated in Winter Park, Florida. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 31 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 individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.)
QualificationsFirm CRD# 311990
Assets Under Management $2,764,389,643
No. Of Clients1168
Clients Per Financial Advisor65
ADVUS FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1168 clients. The team consists of 18 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 108530
Assets Under Management $1,043,473,812
No. Of Clients1732
Clients Per Financial Advisor192
AMERICAN FINANCIAL ADVISORS INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1732 clients. The team consists of 9 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 services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 111964
Assets Under Management $976,600,000
No. Of Clients24
Clients Per Financial Advisor0
MARINER INSTITUTIONAL, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 90 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
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING)
QualificationsFirm CRD# 162939
Assets Under Management $588,346,236
No. Of Clients1
Clients Per Financial Advisor0
PUNCH CARD MANAGEMENT is a financial advisory firm situated in Winter Park, Florida. With a nearly $588M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 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 vehicles
QualificationsFirm CRD# 289406
Assets Under Management $555,879,186
No. Of Clients3
Clients Per Financial Advisor1
ORANGE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $556M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148271
Assets Under Management $451,046,673
No. Of Clients1230
Clients Per Financial Advisor154
FINANCIAL HARVEST WEALTH ADVISORS is a financial advisory firm situated in Winter Park, Florida. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1230 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 287590
Assets Under Management $400,718,890
No. Of Clients6
Clients Per Financial Advisor1
BROADCREST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160426
Assets Under Management $348,435,394
No. Of Clients10
Clients Per Financial Advisor2
ARSENAL VENTURE PARTNERS is a financial advisory firm situated in Winter Park, Florida. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SPV EXPENSE FEE)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 308968
Assets Under Management $345,016,442
No. Of Clients968
Clients Per Financial Advisor69
FORTRESS WEALTH GROUP is a financial advisory firm situated in Winter Park, Florida. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 968 clients. The team consists of 14 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 (CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 141006
Assets Under Management $332,488,972
No. Of Clients294
Clients Per Financial Advisor147
ALPHAQ ADVISORS is a financial advisory firm situated in Winter Park, Florida. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310914
Assets Under Management $299,379,933
No. Of Clients507
Clients Per Financial Advisor169
FINANCIAL ADVISORY PARTNERS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 507 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 125444
Assets Under Management $235,111,173
No. Of Clients695
Clients Per Financial Advisor348
BARR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (INVESTMENT CONSULTATIONS, DIVORCE PLANNING)
QualificationsFirm CRD# 147075
Assets Under Management $227,272,169
No. Of Clients471
Clients Per Financial Advisor94
SPRAKER WEST WEALTH MANAGEMENT, INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 471 clients. The team consists of 5 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 services
- Portfolio management for individuals and/or small businesses
- Other (WE PROVIDE A QUARTERLY COMMENTARY TO CLIENTS.)
QualificationsFirm CRD# 120593
Assets Under Management $200,041,338
No. Of Clients346
Clients Per Financial Advisor115
AHL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Winter Park, Florida. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 346 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
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