A complete list of active advisors currently associated with Florida Estate and Retirement Planning Advisors, LLC

Warmer can help you find a great advisor at Florida Estate and Retirement Planning Advisors, LLC or one who fits your needs even better.

Florida Estate and Retirement Planning Advisors, LLC is a solo, fee-based financial planning firm that works with individual clients to provide financial planning and consulting and to solicit third‑party money managers. The firm’s planning services address cash flow, college funding, retirement planning, tax planning and estate conservation. Rather than providing direct portfolio management or accepting discretionary trading authority, the firm delivers hourly or project-based financial plans and acts as a solicitor/liaison to third‑party money managers (including Curian and SEI). In that role it helps clients complete TPM paperwork, delivers the TPMs’ disclosure documents, and reviews TPM‑provided account statements on an ongoing basis. What distinguishes the firm from many independent single‑advisor practices is its affiliation with an insurance business: the managing member is a licensed insurance agent who spends a substantial portion of his time in that activity and the firm discloses this relationship. The firm also does not manage client assets itself or charge percentage‑of‑assets fees, and it receives solicitor/servicing compensation from TPMs — conflicts the brochure discloses and says are mitigated by the adviser’s fiduciary obligation and by clients’ ability to obtain services elsewhere.

To learn more about the advisors currently working at Florida Estate and Retirement Planning Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christian Baldino	Dunedin, FL	14

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