POWER FINANCIAL PARTNERS, LLC
Tampa, FL
AUM
$329.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
813-212-2125
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
MEIRA WEALTH
Coral Gables, FL
AUM
$317.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
305-670-4440
CAMARDA WEALTH ADVISORY GROUP
Fleming Island, FL
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
904-278-1177
NORTHSTAR FINANCIAL PLANNERS, INC.
Plantation, FL
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
954-693-0030
HOLLAND ADVISORY SERVICES, INC.
Ormond Beach, FL
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
386-671-7526
SPECTRA INVESTMENT MANAGEMENT, LLC
Stuart, FL
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(772) 324-5640
BRIGHTWATER ADVISORY, LLC
Tampa, FL
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-251-6310
AZZENDO WEALTH ADVISORS
Coral Gables, FL
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-648-9814
OPINICUS
Tampa, FL
AUM
$297.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 443-4767
DOUGLAS CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$295.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
904-285-7866
CARPENTER, CLAYDON ADVISORS, INC.
Maitland, FL
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-843-0316
MADDEN ADVISORY SERVICES, INC.
Jacksonville, FL
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
904-296-1127
AUM
$289.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-286-7776
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
Clearwater, FL
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
727-734-3334
FDI WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$283.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-875-7673
COVINGTONALSINA
Jacksonville, FL
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(904) 449-7326
DELTA CAPITAL MANAGEMENT, LLC
Maitland, FL
AUM
$277.4M
Wealth MgmtRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
407-422-2423
CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(727) 446-2306
SPRAKER WEST WEALTH MANAGEMENT, INC
Winter Park, FL
AUM
$265.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-478-7899
WATERSTONE FINANCIAL ADVISORY LLC
Fort Myers, FL
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-288-0977
FINANCIAL DESIGNS WEALTH MANAGEMENT
Miami, FL
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
786-388-0070
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Orlando, FL
AUM
$254.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
1-407-362-7753
MARIACA WEALTH MANAGEMENT, LLC
Wellington, FL
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
561-650-8061
COGENT PRIVATE WEALTH
Orlando, FL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(407) 887-4965