FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

Overview

Florida Estate And Retirement Planning Advisors, LLC operates as a limited liability company focused on financial planning and the selection of third‑party advisers rather than serving as a traditional discretionary asset manager. The firm is owner‑managed and functions as a capital allocator when engaged, meaning it recommends or places client capital with outside managers and products rather than holding large proprietary portfolios. Its primary fee model is hourly charges (and other non‑AUM billing), and it maintains an insurance company affiliation that shapes product use and distribution. The firm does not present itself as an active ESG investor, is not organized as a multi‑state adviser, and is not positioned as a pension consultant or related adviser. Given the advisory activities listed—financial planning services and selection of other advisers—the business model centers on advice and referrals, with implementation frequently routed to external managers or insurance products.

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Location & Offices