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Find Retirement Advisors for Retirement Planning in Puerto Rico, Guaynabo

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

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Top 10 Retirement Planning firms in Guaynabo, Puerto Rico (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966	$2,121,342,058	4	1	A percentage of AUM, Fixed fees
2	Centro Internacional De Mercadeo, 90 Carr 165 Ste 505 Guaynabo, PR, 00968-8067	$697,771,861	805	11	A percentage of AUM, Fixed fees
3	Villa Caparra, 243 Pr State Road No. 2, Guaynabo, PR, 00969	$603,957,947	1	15	Performance Based
4	2 Tabonuco Street, Gam Tower, Suite 401a Guaynabo, PR, 00968	$587,218,392	2	2	A percentage of AUM, Other (A STATED PERCENTAGE OF TAX SAVINGS.)
5	Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803 Guaynabo, PR, 00968	$423,636,050	220	7	A percentage of AUM, Performance Based, Other (AD HOC EXPERT CONSULTING FEES)
6	Metro Office Park, Calle 1 Lote 10 Guaynabo, PR, 00968	$374,368,239	1	3	A percentage of AUM
7	Buchanan Office Center 40 Carr 165, Suite 201 Guaynabo, PR, 00968-8022	$333,982,565	13	3	A percentage of AUM, Fixed fees
8	Metro Office Park 7 St. #1, Suite 204 Guaynabo, PR, 00968	$288,741,739	1	2	Fixed fees, Performance Based, Other (TRANSACTION FEES, CONSULTING FEES, FINDER FEES AND SIMILAR FEES)
9	Lot K-2 Marginal Street Suite 201, Oasis Gardens Development Guaynabo, PR, 00969	$146,344,769	51	2	A percentage of AUM, Fixed fees
10	Metro Office Park, Valencia Building 17,, Street 2, Suite 640 Guaynabo, PR, 00968	$118,017,674	7	27	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Guaynabo, Puerto Rico

MISSION PRIME LLC

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QualificationsFirm CRD# 318328

Assets Under Management $2,121,342,058

No. Of Clients4

Clients Per Financial Advisor4

MISSION PRIME LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 1 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
Selection for other advisors

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FREEDOM ADVISORY

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QualificationsFirm CRD# 147546

Assets Under Management $697,771,861

No. Of Clients805

Clients Per Financial Advisor73

FREEDOM ADVISORY is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 clients. The team consists of 11 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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THE PHOENIX FUND ADVISOR LLC

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QualificationsFirm CRD# 316384

Assets Under Management $603,957,947

No. Of Clients1

Clients Per Financial Advisor0

THE PHOENIX FUND ADVISOR LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $604M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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CONNELLY CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 324104

Assets Under Management $587,218,392

No. Of Clients2

Clients Per Financial Advisor1

CONNELLY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $587M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Other (A STATED PERCENTAGE OF TAX SAVINGS.)

Financial Planning Services

Portfolio management for pooled investment vehicles

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X-SQUARE CAPITAL

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QualificationsFirm CRD# 167237

Assets Under Management $423,636,050

No. Of Clients220

Clients Per Financial Advisor31

X-SQUARE CAPITAL is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 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
Other (AD HOC EXPERT CONSULTING FEES)

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

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UNIVERSAL FINANCIAL SERVICES INC.

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QualificationsFirm CRD# 131558

Assets Under Management $374,368,239

No. Of Clients1

Clients Per Financial Advisor0

UNIVERSAL FINANCIAL SERVICES INC. is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $374M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 investment companies

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ATLAS ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 173561

Assets Under Management $333,982,565

No. Of Clients13

Clients Per Financial Advisor4

ATLAS ASSET MANAGEMENT LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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ARCO GLOBAL MANAGEMENT, LLC

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QualificationsFirm CRD# 287921

Assets Under Management $288,741,739

No. Of Clients1

Clients Per Financial Advisor1

ARCO GLOBAL MANAGEMENT, LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Performance Based
Other (TRANSACTION FEES
CONSULTING FEES
FINDER FEES AND SIMILAR FEES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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VAUBAN WEALTH MANAGEMENT

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QualificationsFirm CRD# 305222

Assets Under Management $146,344,769

No. Of Clients51

Clients Per Financial Advisor26

VAUBAN WEALTH MANAGEMENT is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 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 and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

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SYGNUS CAPITAL PR LLC

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QualificationsFirm CRD# 283447

Assets Under Management $118,017,674

No. Of Clients7

Clients Per Financial Advisor0

SYGNUS CAPITAL PR LLC is a financial advisory firm situated in Guaynabo, Puerto Rico. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 27 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
Portfolio management for businesses or institutional clients

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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