# Florida Estate and Retirement Planning Advisors, LLC

> Florida Estate and Retirement Planning Advisors, LLC is a state-registered investment advisory firm in Dunedin, FL, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 226751
- Filed as: FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dunedin, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226751
- AdvisorCensus page: https://advisorcensus.com/firm/florida-estate-and-retirement-planning-advisors-llc-dunedin-fl-226751

## Quick answers

**How is Florida Estate and Retirement Planning Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Florida Estate and Retirement Planning Advisors, LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Florida Estate and Retirement Planning Advisors, LLC located?**
Florida Estate and Retirement Planning Advisors, LLC's principal office is in Dunedin, FL, according to its Form ADV.

**Is Florida Estate and Retirement Planning Advisors, LLC registered with the SEC or a state?**
Florida Estate and Retirement Planning Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226751.

**Does Florida Estate and Retirement Planning Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/226751

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Florida Estate and Retirement Planning Advisors, LLC (CRD 226751): Form ADV filing data as of October 2026.