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Find Retirement Advisors for Retirement Planning in Florida, Bradenton

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 5 Retirement Planning firms in Bradenton, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1001 3rd Avenue West, Suite 220 Bradenton, FL, 34205	$256,123,529	191	3	A percentage of AUM
2	392 Aruba Circle, Unit 101 Bradenton, FL, 34209	$171,000,000	225	2	A percentage of AUM
3	2328 Manatee Avenue West, Bradenton, FL, 34205	$140,550,414	884	1	A percentage of AUM, Hourly charges, Fixed fees
4	417 12th Street W, Suite 212 Bradenton, FL, 34205	$140,525,863	166	4	A percentage of AUM, Fixed fees
5	5815 Inspiration Terr, Bradenton, FL, 34210	$117,200,000	118	1	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Bradenton, Florida

PENINSULA ASSET MANAGEMENT INC

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QualificationsFirm CRD# 108600

Assets Under Management $256,123,529

No. Of Clients191

Clients Per Financial Advisor64

PENINSULA ASSET MANAGEMENT INC is a financial advisory firm situated in Bradenton, Florida. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 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 individuals and/or small businesses
Other (CHARITABLE ORGANIZATIONS)

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SETCHFIELD ASSET MANAGEMENT

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QualificationsFirm CRD# 113289

Assets Under Management $171,000,000

No. Of Clients225

Clients Per Financial Advisor113

SETCHFIELD ASSET MANAGEMENT is a financial advisory firm situated in Bradenton, Florida. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 225 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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WILLIAMS WEALTH MANAGEMENT GROUP, INC.

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QualificationsFirm CRD# 147341

Assets Under Management $140,550,414

No. Of Clients884

Clients Per Financial Advisor884

WILLIAMS WEALTH MANAGEMENT GROUP, INC. is a financial advisory firm situated in Bradenton, Florida. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 884 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
Hourly charges
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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PULLEN INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 310149

Assets Under Management $140,525,863

No. Of Clients166

Clients Per Financial Advisor42

PULLEN INVESTMENT MANAGEMENT is a financial advisory firm situated in Bradenton, Florida. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 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
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
Other (FINANCIAL CONSULTING SERVICES)

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TRUEHAVEN CAPITAL

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QualificationsFirm CRD# 332005

Assets Under Management $117,200,000

No. Of Clients118

Clients Per Financial Advisor118

TRUEHAVEN CAPITAL is a financial advisory firm situated in Bradenton, Florida. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 118 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
Hourly charges
Subscription fees
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Sarasota, Florida

Looking for more choices? Use our free match service to compare retirement planners serving your area.

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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