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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 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 Winter Park, Florida

Last Updated - March 21, 2024

Winter Park has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Winter Park, Florida have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in Winter Park, Florida

advisor-photo
vector.svg VERIFIED

Steven 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

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 15 Retirement Planning firms in Winter Park, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DEPRINCE, RACE & ZOLLO, INC.
250 Park Avenue South, Suite 250
Winter Park, FL, 32789
$4,755,734,0897631
A Percentage of AUM, Performance Based
2
AMERICAN FINANCIAL ADVISORS INC
1936 Lee Road, Ste. 270
Winter Park, FL, 32789
$725,689,66115436
A Percentage of AUM, Hourly charges, Fixed Fees
3
ANDCO CONSULTING
531 W Morse Blvd, Suite 200
Winter Park, FL, 32789
$718,800,0001998
A Percentage of AUM, Hourly charges, Fixed Fees
4
PUNCH CARD MANAGEMENT
444 W. New England Ave, Suite 117
Winter Park, FL, 32789
$531,539,84314
A Percentage of AUM, Performance Based
5
ORANGE INVESTMENT ADVISORS, LLC
250 S Park Avenue, Ste 370
Winter Park, FL, 32789-7001
$526,500,50934
A Percentage of AUM, Performance Based
6
FINANCIAL HARVEST WEALTH ADVISORS
1091 West Morse Boulevard, Suite 200
Winter Park, FL, 32789
$276,426,4449998
A Percentage of AUM, Hourly charges, Fixed Fees
7
FINANCIAL ADVISORY PARTNERS, LLC
1201 S. Orlando Avenue, Suite 350
Winter Park, FL, 32789
$270,706,8934883
A Percentage of AUM, Hourly charges, Fixed Fees
8
BROADCREST ASSET MANAGEMENT, LLC
558 W. New England Avenue, Suite 250
Winter Park, FL, 32789
$265,376,86468
A Percentage of AUM, Performance Based
9
FORTRESS WEALTH GROUP, LLC
1099 W Morse Blvd,
Winter Park, FL, 32789
$257,350,00088113
A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES)
10
ARSENAL VENTURE PARTNERS
807 W Morse Blvd, Suite 105
Winter Park, FL, 32789
$228,501,516105
A Percentage of AUM, Performance Based, Other (SPV EXPENSE FEE)
11
SPRAKER WEST WEALTH MANAGEMENT, INC
334 W. Morse Blvd.,
Winter Park, FL, 32789
$209,899,5804725
A Percentage of AUM, Hourly charges, Fixed Fees
12
LYONS WEALTH MANAGEMENT
280 W. Canton Ave Ste 430,
Winter Park, FL, 32789
$180,499,9801457
A Percentage of AUM, Performance Based
13
BARR FINANCIAL SERVICES, LLC
2160 North Park Avenue,
Winter Park, FL, 32789
$178,130,0116452
A Percentage of AUM, Hourly charges, Fixed Fees
14
MATTHIAS PRIVATE WEALTH, LLC
700 West Morse Boulevard, Suite 201
Winter Park, FL, 32789
$168,960,79242410
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REIMBURSEMENT OF EXPENSES)
15
RIVERTREE ADVISORS, LLC
941 West Morse Boulevard, Suite 100
Winter Park, FL, 32789
$162,354,6583323
A Percentage of AUM

Information on Top Retirement Planning firms in Winter Park, Florida

QualificationsFirm CRD# 112099

Assets Under Management $4,755,734,089

No. Of Clients76

Clients Per Financial Advisor2

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 76 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108530

Assets Under Management $725,689,661

No. Of Clients1543

Clients Per Financial Advisor257

AMERICAN FINANCIAL ADVISORS INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $726M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1543 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 111964

Assets Under Management $718,800,000

No. Of Clients19

Clients Per Financial Advisor0

ANDCO CONSULTING is a financial advisory firm situated in Winter Park, Florida. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 98 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

  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 162939

Assets Under Management $531,539,843

No. Of Clients1

Clients Per Financial Advisor0

PUNCH CARD MANAGEMENT is a financial advisory firm situated in Winter Park, Florida. With a nearly $532M 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
View Full Profile

QualificationsFirm CRD# 289406

Assets Under Management $526,500,509

No. Of Clients3

Clients Per Financial Advisor1

ORANGE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $527M 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 148271

Assets Under Management $276,426,444

No. Of Clients999

Clients Per Financial Advisor125

FINANCIAL HARVEST WEALTH ADVISORS is a financial advisory firm situated in Winter Park, Florida. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 999 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 310914

Assets Under Management $270,706,893

No. Of Clients488

Clients Per Financial Advisor163

FINANCIAL ADVISORY PARTNERS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 488 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 287590

Assets Under Management $265,376,864

No. Of Clients6

Clients Per Financial Advisor1

BROADCREST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 308968

Assets Under Management $257,350,000

No. Of Clients881

Clients Per Financial Advisor68

FORTRESS WEALTH GROUP, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 881 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
  • Hourly charges
  • Fixed Fees
  • Other (CONSULTING FEES)

Financial Planning Services

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

QualificationsFirm CRD# 160426

Assets Under Management $228,501,516

No. Of Clients10

Clients Per Financial Advisor2

ARSENAL VENTURE PARTNERS is a financial advisory firm situated in Winter Park, Florida. With a nearly $229M 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
View Full Profile

QualificationsFirm CRD# 147075

Assets Under Management $209,899,580

No. Of Clients472

Clients Per Financial Advisor94

SPRAKER WEST WEALTH MANAGEMENT, INC is a financial advisory firm situated in Winter Park, Florida. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 150581

Assets Under Management $180,499,980

No. Of Clients145

Clients Per Financial Advisor21

LYONS WEALTH MANAGEMENT is a financial advisory firm situated in Winter Park, Florida. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 7 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 125444

Assets Under Management $178,130,011

No. Of Clients645

Clients Per Financial Advisor323

BARR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 645 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 289761

Assets Under Management $168,960,792

No. Of Clients424

Clients Per Financial Advisor42

MATTHIAS PRIVATE WEALTH, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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
  • Hourly charges
  • Fixed Fees
  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

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

QualificationsFirm CRD# 168065

Assets Under Management $162,354,658

No. Of Clients332

Clients Per Financial Advisor111

RIVERTREE ADVISORS, LLC is a financial advisory firm situated in Winter Park, Florida. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 332 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
  • Portfolio Management for Individuals
View Full Profile

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