Top retirement plans for business owners (SEP, solo 401k) financial advisors working with high-net-worth individuals in Sunrise, 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 SEP or solo 401(k) retirement plan, you need an advisor who understands how these plans fit into your overall wealth picture. Without this expertise, you might miss opportunities to optimize contributions or navigate plan rules effectively.
- Plan design nuances. Confirm how they tailor SEP or solo 401(k) features to your business size and cash flow, not just offer generic options.
- High-net-worth focus. Look for advisors who integrate retirement plans with broader wealth strategies, including tax and estate considerations.
- Federal tax awareness. Since Florida has no state income tax, ask how they address federal tax implications and other local taxes like property and sales.
- Homestead protection knowledge. Check if they leverage Florida's strong homestead laws to help protect your assets within retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julio C
Series 63, Series 66
Tamarac, FL
TIAA-CREF
Julio Castillo specializes in retirement plans for business owners, including SEP and solo 401(k) plans, with a focus on high-net-worth clients in the Sunrise area. With 19 years of experience at TIAA-CREF, a large firm known for serving affluent individuals, he offers a 0.30% annual AUM fee and integrates estate planning and customized portfolio solutions, distinguishing him from advisors with smaller practices or less comprehensive services.
Experience: 19 years
Avg account: $523,144
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Adam G
Series 63, Series 66
Sunrise, FL
Arete Wealth Advisors, LLC
Adam Gonzalez specializes in retirement plans for business owners, including SEP and solo 401(k) plans, tailored for high-net-worth clients in Sunrise, FL. With seven years of experience and a flat-fee structure for financial planning, he integrates active portfolio management and alternative investments, distinguishing his approach through independent advisory services and a focus on executive and founder clients.
Experience: 8 years
Avg account: $484,172
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Esteven L
Series 65
Sunrise, FL
Bison Wealth, LLC
Esteven Ladron De Guevara specializes in retirement plans for business owners, including SEP and solo 401(k) plans, with a focus on high-net-worth clients in Sunrise, FL. His firm, Bison Wealth, LLC, offers flat-fee and negotiable AUM fee structures, serving diverse clients with discretionary portfolio management and multi-manager investment solutions, differentiating him through a broad service scope and independent status.
Experience: 5 years
Avg account: $296,894
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David L
Series 63, Series 66
Fort Lauderdale, FL
Kaufman Rossin Wealth, LLC
David Liska specializes in retirement plans for business owners, including SEP and solo 401(k) plans, with a focus on high-net-worth clients in the Fort Lauderdale area near Sunrise, FL. With 30 years of experience and a flat-fee financial planning structure ranging from $3,000 to $25,000, he offers integrated wealth strategies through Kaufman Rossin Wealth, which emphasizes diversified, buy-and-hold portfolios and includes accounting and insurance services.
Experience: 31 years
Avg account: $1,985,239
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Matthew S
CFP®, CFA®
Plantation, FL
Tobias Financial Advisors
Matthew Saneholtz specializes in retirement plans for business owners, including SEP and solo 401(k) plans, with 17 years of experience and dual CFP® and CFA® credentials. Operating from Plantation, FL, he offers flat-fee financial planning and focuses on high-net-worth clients, integrating retirement strategies with tax and estate considerations through Tobias Financial Advisors' globally diversified, AI-supported investment approach.
Experience: 17 years
Avg account: $2,949,567
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