FIRSTRUST
Daytona Beach, FL
AUM
$250.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
386-788-3737
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
CASSEDY FINANCIAL GROUP, INC.
Tampa, FL
AUM
$248.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-251-0004
NOVA WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-444-1794
RINALDI WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-444-6111
CHIRON CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-775-1939
MORI HUSTON PARTNERS
Miami, FL
AUM
$241.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-856-9303
SMITH BRUER
Tallahassee, FL
AUM
$238.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
850-877-0803
GOLDEN ROAD ADVISORS LLC
Tampa, FL
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-491-1593
MILLARES ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-662-9649
KINGSMAN WEALTH MANAGEMENT INC.
Pensacola, FL
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
850-565-3780
PLAN TO PROSPER WEALTH MANAGEMENT
Ormond Beach, FL
AUM
$234.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
386-271-2127
BELLEAIR ASSET MANAGEMENT, LLC
Belleair Bluffs, FL
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
727-586-3541
RESHAPE WEALTH
Boca Raton, FL
AUM
$232.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-626-7902
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$231.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-450-3999
PRIMORIS WEALTH ADVISORS, LLC
North Palm Beach, FL
AUM
$230.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
561-296-0796
NAPLES WEALTH PLANNING
Bonita Springs, FL
AUM
$226.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-330-4183
ELEVATION ADVISORY PARTNERS LLC
Orlando, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
913-827-4588
ANGELUS INVESTMENT CONSULTING, INC.
Coral Gables, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-928-1551
ORCA WEALTH MANAGEMENT, LLC
New Port Richey, FL
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
727-938-1600
PULLEN INVESTMENT MANAGEMENT
Bradenton, FL
AUM
$221.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-361-2195
MOTIV8 INVESTMENTS LLC
Port St. Lucie, FL
AUM
$219.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
772-247-4488
WEALTHTRUST ASSET MANAGEMENT, LLC
Destin, FL
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-460-8444
SKY ALPHA ASSET ADVISORS
Boca Raton, FL
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
561-410-7790
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
Jacksonville, FL
AUM
$213.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
904-296-2025