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Find Retirement Advisors for Retirement Planning in Florida, Clearwater

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 14 Retirement Planning firms in Clearwater, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4755 East Bay Drive, Clearwater, FL, 33764	$2,752,947,585	14675	79	A percentage of AUM, Hourly charges, Fixed fees
2	611 Druid Rd E. Ste 105, Clearwater, FL, 33756	$1,877,344,141	3871	21	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
3	1150 Cleveland St, Suite 420, Clearwater, FL, 33755-4860	$778,298,973	7	14	A percentage of AUM, Fixed fees, Performance Based
4	311 Park Place Blvd., Suite 150 Clearwater, FL, 33759	$761,160,791	2006	11	A percentage of AUM, Hourly charges, Fixed fees
5	311 Park Place Blvd N, Ste. 230 Clearwater, FL, 33759	$626,488,465	2063	10	A percentage of AUM, Hourly charges, Fixed fees
6	2475 Enterprise Rd., Clearwater, FL, 33763	$362,627,821	392	4	A percentage of AUM
7	114 Turner Street, Clearwater, FL, 33756	$298,574,478	524	11	A percentage of AUM, Hourly charges, Fixed fees
8	611 Druid Road East, Suite 407 Clearwater, FL, 33756	$239,887,365	529	2	A percentage of AUM, Hourly charges, Performance Based
9	1432 Court Street, Clearwater, FL, 33756	$210,281,976	527	3	A percentage of AUM
10	1465 South Fort Harrison Avenue, Suite 201 Clearwater, FL, 33756	$116,315,658	536	3	A percentage of AUM, Hourly charges
11	28163 Us Highway 19 North, Suite 205 Clearwater, FL, 33761	$109,428,623	443	4	A percentage of AUM
12	12707 49th Street N, Suite 800 Clearwater, FL, 33762	$103,671,136	466	4	A percentage of AUM
13	2637 Mc Cormick Drive, Suite 101 Clearwater, FL, 33759	$100,205,898	488	9	A percentage of AUM
14	1700 Mcmullen Booth Rd., Suite A-5 Clearwater, FL, 33759-2130	$92,774,530	382	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Clearwater, Florida

CSENGE ADVISORY GROUP, LLC

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QualificationsFirm CRD# 131167

Assets Under Management $2,752,947,585

No. Of Clients14675

Clients Per Financial Advisor186

CSENGE ADVISORY GROUP, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14675 clients. The team consists of 79 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
Pesnsion consulting services
Selection for other advisors
Other (ASSET ALLOCATION SERVICES)

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PROVISE MANAGEMENT GROUP, LLC

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QualificationsFirm CRD# 105375

Assets Under Management $1,877,344,141

No. Of Clients3871

Clients Per Financial Advisor184

PROVISE MANAGEMENT GROUP, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3871 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)

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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DEUTERIUM CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 294051

Assets Under Management $778,298,973

No. Of Clients7

Clients Per Financial Advisor1

DEUTERIUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $778M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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FLAHARTY ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 168495

Assets Under Management $761,160,791

No. Of Clients2006

Clients Per Financial Advisor182

FLAHARTY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2006 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
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
Education seminars/workshops

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UNIQUE WEALTH, LLC

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QualificationsFirm CRD# 312462

Assets Under Management $626,488,465

No. Of Clients2063

Clients Per Financial Advisor206

UNIQUE WEALTH, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2063 clients. The team consists of 10 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

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NOBLE FAMILY WEALTH

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QualificationsFirm CRD# 315152

Assets Under Management $362,627,821

No. Of Clients392

Clients Per Financial Advisor98

NOBLE FAMILY WEALTH is a financial advisory firm situated in Clearwater, Florida. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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INDIVISIBLE PARTNERS

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QualificationsFirm CRD# 332431

Assets Under Management $298,574,478

No. Of Clients524

Clients Per Financial Advisor48

INDIVISIBLE PARTNERS is a financial advisory firm situated in Clearwater, Florida. With a nearly $299M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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SUCCESSFUL PORTFOLIOS LLC

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QualificationsFirm CRD# 152429

Assets Under Management $239,887,365

No. Of Clients529

Clients Per Financial Advisor265

SUCCESSFUL PORTFOLIOS LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 529 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
Hourly charges
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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CHRONOS WEALTH MANAGEMENT, L.L.C.

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QualificationsFirm CRD# 299782

Assets Under Management $210,281,976

No. Of Clients527

Clients Per Financial Advisor176

CHRONOS WEALTH MANAGEMENT, L.L.C. is a financial advisory firm situated in Clearwater, Florida. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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

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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UNIFY FINANCIAL ADVISORS

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QualificationsFirm CRD# 324120

Assets Under Management $116,315,658

No. Of Clients536

Clients Per Financial Advisor179

UNIFY FINANCIAL ADVISORS is a financial advisory firm situated in Clearwater, Florida. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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PERSONALIZED FINANCIAL SOLUTIONS LLC

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QualificationsFirm CRD# 306475

Assets Under Management $109,428,623

No. Of Clients443

Clients Per Financial Advisor111

PERSONALIZED FINANCIAL SOLUTIONS LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 443 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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BOSTON ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 112768

Assets Under Management $103,671,136

No. Of Clients466

Clients Per Financial Advisor117

BOSTON ASSET MANAGEMENT, INC. is a financial advisory firm situated in Clearwater, Florida. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 326421

Assets Under Management $100,205,898

No. Of Clients488

Clients Per Financial Advisor54

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is a financial advisory firm situated in Clearwater, Florida. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 488 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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KAHN FINANCIAL GROUP

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QualificationsFirm CRD# 134802

Assets Under Management $92,774,530

No. Of Clients382

Clients Per Financial Advisor191

KAHN FINANCIAL GROUP is a financial advisory firm situated in Clearwater, Florida. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 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

Financial planning services
Portfolio management for individuals and/or small businesses

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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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