Flat-fee, retirement plans for business owners (SEP, solo 401k) financial advisors in North Port, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own a business and are setting up or managing a retirement plan like a SEP or solo 401(k), you need an advisor who understands how these plans fit into your overall financial picture. A common mistake is treating these plans as isolated accounts rather than part of a broader tax and retirement strategy. Flat-fee advisors charge a set price, so you know what to expect without surprises.
- Plan design insight. Ask how they tailor SEP or solo 401(k) options to your business size and cash flow, not just standard templates.
- Tax impact awareness. Confirm they consider federal income tax and property tax implications, since Florida has no state income tax but other taxes affect your finances.
- Wealth migration knowledge. Check if they understand Florida's homestead protections and how that influences retirement and estate planning.
- Fee clarity. Ensure their flat fee covers all services related to your retirement plan setup and ongoing management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher P
Series 63, Series 65
Port Charlotte, FL
Great Valley Advisor Group, LLC
Christopher Padrick specializes in retirement plans for business owners, including SEP and solo 401(k) plans, with a flat-fee structure that offers clear pricing for planning and consulting services. Based in nearby Port Charlotte, FL, he brings four years of experience and combines in-house strategies with third-party managers, serving individual and high-net-worth clients with both discretionary and non-discretionary portfolio management.
Experience: 4 years
Avg account: $251,332
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Pedro Z
Series 63, Series 65
Port Charlotte, FL
Synovus Securities, Inc.
Pedro Zamora offers expertise in retirement plans for business owners, including SEP and solo 401(k) plans, supported by 31 years of industry experience and Series 63 and 65 registrations. Based in nearby Port Charlotte, FL, he provides flat-fee financial planning starting around $1,500, serving individual and high-net-worth clients through Synovus Securities, which emphasizes risk-tolerance assessments and access to external money managers.
Experience: 32 years
Avg account: $637,019
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Rebekah F
CFP®, Series 63
Port Charlotte, FL
IFG Advisory, LLC
Rebekah Fero offers expertise in retirement plans for business owners, including SEP and solo 401(k) plans, supported by 37 years of industry experience and CFP® certification. Operating from Port Charlotte, FL, she provides flat-fee retirement plan advisory services through IFG Advisory, LLC, which tailors portfolios using various investment approaches and serves a diverse client base including trusts and corporations.
Experience: 38 years
Avg account: $506,517
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Daniel D
Series 65
Port Charlotte, FL
Brookstone Capital Management LLC
Daniel Dalke Dupey specializes in retirement plans for business owners, including SEP and solo 401(k) plans, and offers flat-fee financial planning services through Brookstone Capital Management LLC. His firm supports diverse clients with strategic asset allocation and discretionary portfolio management, differentiating him by combining retirement plan expertise with a large firm's resources and a negotiable fee structure.
Experience: 1 year
Avg account: $231,028
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James W
Series 63, Series 65
North Port, FL
Cetera
James Whitis Jr. offers expertise in retirement plans for business owners, including SEP and solo 401(k) options, supported by 36 years of industry experience and Series 63 and 65 licenses. Operating through Cetera, a large SEC-registered firm with a multi-manager platform, he provides flat-fee financial planning and consulting services tailored to business owners in North Port, FL, distinguishing him with broad wealth management and tax-loss harvesting capabilities.
Experience: 36 years
Avg account: $306,089
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