ASSET PLANNING CORPORATION
W. Palm Beach, FL
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-689-5724
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
STANDFAST ASSET MANAGEMENT, LLC
Jacksonville Beach, FL
AUM
$100.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(904) 285-2130
KLOCKE CAPITAL GROUP, LLC
Palm Beach, FL
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(877) 991-7161
OPTIMIST CAPITAL
Palm Beach Gardens, FL
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5617718077
DRT FINANCIAL ADVISORS
Deland, FL
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-734-9441
AULESTIA WEALTH MANAGEMENT, INC.
Naples, FL
AUM
$91.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(239) 261-9033
DJP WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800-595-4042
GENESIS WEALTH MANAGEMENT, INC.
Coral Gables, FL
AUM
$91.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(786) 393-6960
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
Jacksonville, FL
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-563-8626
YOUR PLANNING PARTNER LLC
Palm Beach Gardens, FL
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 301-0008
HERITAGE ADVISORS GROUP, INC.
Altamonte Springs, FL
AUM
$87.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-702-6655
CANTATA WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
844-226-8282
PATTERSON INVESTMENTS, INC.
Davie, FL
AUM
$83.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
305-648-3080
PROXY WEALTH ADVISORS LLC
Windermere, FL
AUM
$83.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-289-5075
M&M WEALTH MANAGEMENT, LLC
Fort Myers, FL
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-288-6542
ASHFORD INVESTMENT ADVISORS
Daytona Beach, FL
AUM
$82.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
386-523-9500
CONTRAST CAPITAL MANAGEMENT, LLC
Miami, FL
AUM
$82.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 388-1529
LONGMAN WEALTHCARE MANAGEMENT, LLC
Miami, FL
AUM
$78.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
305-892-8598
VECTORWEALTH
Tampa, FL
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
813-578-4658
CASSINI CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$74.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
850-566-7737
PONTE VEDRA WEALTH
Ponte Vedra Beach, FL
AUM
$74.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-0771
LYONS INVESTMENT MANAGEMENT
Winter Park, FL
AUM
$73.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
386-775-1177
FARNSLEY WEALTH MANAGEMENT, LLC
Port St.. Joe, FL
AUM
$72.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-227-3336
BLUESKYE INVESTMENT ADVISERS, LLC
Orlando, FL
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
321-266-4360