FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC

FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC of DUNEDIN, FL is an SEC-registered investment adviser (CRD 226751).

Registration

• CRD: 226751
• Type: Registered investment adviser
• Location: 303 MAIN STREET, DUNEDIN, FL, 34698
• Phone: 786-350-1017
• Latest filing: 2026-03-23
• Clients: 1

Business model

Compensation: Hourly, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226751 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search