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Find the Best Financial Advisors in Florida

Living in sunny Florida is a dream for many, but managing your finances in this tax-free state without the right guidance can be challenging. That's where a certified financial advisor comes in. WiserAdvisor is here to help you compare the best vetted financial advisors in Florida who you may want to connect with to assist you in reaching your financial goals. Retirees and seniors are drawn to Florida, making retirement planning essential. But, retirement planning isn't just for retirees. It's crucial for anyone who wants to secure their financial future. A trustworthy financial advisor can offer valuable insights, advice, and expertise to help you make informed decisions and provide ongoing support to keep you on track.

Our directory of vetted financial advisors in Florida includes experts in wealth management, investment strategies, retirement planning, financial planning, and more. Take some time to explore the listed advisors in our directory and find the advisor that is the best fit for you in Florida.

Finding the Top Financial Advisor in Florida

Last Updated - May 11, 2024

Florida has 18 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Florida have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Florida.

List of Qualified Financial Advisors in Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Armand Atkinson
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC®
ADVANCED WEALTH PLANNING GROUP
5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609
15 Years Not Specified $50,000 Fee-Based
Brian Messick
CPA, CFP®
WEBERMESSICK WEATH MANAGEMENT; AFFILIATION THROUGH LPL FINANCIAL
5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715
27 Years Not Specified $500,000 Fee-Based
Jerry Bulaclac
RADIANTVEST
Serving Valrico/Brandon area,
Valrico, FL 33596
19 Years Not Specified $50,000 Fee-Only
Lemar Williams
CFP®, CPWA®, CLU®
LPL FINANCIAL - TRADITIONS WEALTH AND LEGACY PLANNING
801 International Parkway, Suite 500,
Lake Mary, FL 32746
16 Years Not Specified $250,000 Fee-Based
Steven Hartman
AAMS®, AIF®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Suite 208,
Maitland, FL 32751
32 Years $120,000,000 $500,000 Fee-Based
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., LLC
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Years $0 $25,000 Fee-Based
Dustin Rinaldi
AWMA®, CFP®, CRPC®
RINALDI WEALTH MANAGEMENT
24311 Walden Center Drive, Suite 100,
Bonita Springs, FL 34134
16 Years Not Specified $500,000 Fee-Only
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
24 Years Not Specified $500,000 Fee-Based
John Salomon
CPA, CFP®
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914
23 Years $140,000,000 $100,000 Fee-Based
Charles Helme
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 Years $105,000,000 $500,000 Fee-Only
Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
20 Years Not Specified $50,000,000 Fee-Only
Nathan Helms
CFP®, CIMA®, CRPC®
LPL FINANCIAL
1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629
14 Years Not Specified $250,000 Fee-Based
John Browning
GUARDIAN ROCK WEALTH
3557 Maria Theresa Ave,
Palm Springs, FL 33406
32 Years $28,000,000 $250,000 Fee-Based
McDonough Capital Management
CFP®
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
37 Years Not Specified $500,000 Not Specified
National Wealth Management Group, LLC
1024 N US Hwy 1,
Ormond Beach, FL 32174
21 Years Not Specified $250,000 Fee-Based
TS Financial Group, LLC
Serving the Tampa Bay, FL and Libertyville, IL Areas,
Safety Harbor, FL 34695
27 Years $700,000,000 $50,000 Fee-Based
Dock Street Asset Management
CAIA®, CFA®
2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480
18 Years $700,000,000 $500,000 Fee-Only
King Tide Advisors
CFP®, CTFA, ATFA
3441 SW Rivers End Way,
Palm City, FL 34990
12 Years Not Specified $250,000 Fee-Only

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Information on Qualified Financial Advisors in Florida

Qualifications CRD# 5167229
Firm CRD# 17870
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 5401 W Kennedy Blvd,
Suite# 460,
Tampa,
FL
33609
Phone Number 813-770-9864

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association

About Advanced Wealth Planning Group

Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4344934
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 5901 Sun Boulevard,
Suite 206,
St. Petersburg,
FL
33715
Phone Number 727-295-4969

Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.

About WeberMessick Weath Management; affiliation through LPL Financial

WeberMessick Weath Management; affiliation through LPL Financial

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4851069
Firm CRD# 125112
Series 7, 66

Compensation/Fee Fee-Only, Commissions, Flat Fee, Based on Assets


Office Location Serving Valrico/Brandon area,
Valrico,
FL
33596
Phone Number 813-317-6004

Jerry has over 19 years of experience serving his clients as a personal financial advisor and investment advisor representative. Mr. Bulaclac launched RadiantVest in 2020 to advise his clients on budget analysis, retirement planning, education planning, risk management, and estate planning. Jerry has been partnered with Independent Financial Partners (IFP) since 2012, and he holds his Series 7 & 66 securities registrations with IFP Securities, LLC. Jerry also holds his State of Florida life, health, and variable annuity license. Mr. Bulaclac is committed to helping his clients build a brighter tomorrow. When away from work, Jerry enjoys spending time with his wife and 3 sons. He also enjoys spending time outdoors, dabbling in action and still photography, and coaching highschool baseball. Prior to affiliating with Independent Financial Partners (IFP), Jerry worked many years specializing in the Florida Retirement System, the DROP program, the Optional Retirement Program, and employer sponsored 401K and 403B plans. Jerry understands the complexities of different employer sponsored plans and how those plans fit with the overall financial picture. Jerry Bulaclac is supported by the resources of Independent Financial Partners (IFP). This relationship provides Jerry with unbiased research and a comprehensive array of tools, resources and technology. Because Independent Financial Partners has no proprietary products to sell, he has the freedom to offer you objective financial guidance and investment recommendations. Independence Powered by Independent Financial Partners (IFP).

About RadiantVest

RadiantVest

RadiantVest has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support RadiantVest needs. In turn, this allows RadiantVest to give clients like you the service they deserve. IFP fully supports advisor independence, allowing RadiantVest to take advantage of the many services they offer while putting your interests above all else. Were also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients. Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm's independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that's designed to build better client experiences.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5289624
Firm CRD# 6413
Series 7, 55, 63, 65

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 801 International Parkway, Suite 500,
Lake Mary,
FL
32746
Phone Number 407-553-3573

Lemar Williams is dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As a wealth and legacy planner, he offers comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.

About LPL Financial - Traditions Wealth and Legacy Planning

LPL Financial - Traditions Wealth and Legacy Planning

Financial professionals who partner with LPL Financial have the freedom to focus solely on your objectives. They recommend only the investment strategies that they believe will best serve you.


Qualifications CRD# 1965828
Firm CRD# 124583
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 549 North Wymore Road,
Suite 208,
Maitland,
FL
32751
Phone Number 321-280-9081

Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015. Prior to his association with J.W. Cole, Mr. Hartman was registered with SWS Financial, Bank of America Private Client Group and Chubb Securities. Mr. Hartman holds a Series 7-General Securities License, and has successfully completed the Series 63-Uniform Securities Agent Law Exam and the Series 65-Uniform Investment Advisor Law Exam. He is currently licensed in 12 states. In addition, he has the Life and Health Insurance and Variable Annuities license through the State of Florida. FINRA and the State of Florida have continuing education requirements in order to maintain these licenses. He graduated from the University of Central Florida (B.S.B.A - Finance) and the Graduate School of Bank Management at the University of Virginia. He has been active in the Lambda Chi Alpha Alumni Association, the UCF Golden Knights Club, and his neighborhood homeowner association and Board of Directors. Although living in Central Florida for nearly all his life, Mr. Hartman is an avid Pittsburgh Steelers fan, since being born there. In his spare time, he enjoys traveling, golf, tennis and boating, and his two children and four grandchildren. Having been licensed for over 30 years, Mr. Hartman has witnessed and experienced a vast array of economic conditions and scenarios, as well as a diverse group of clients with their various goals and objectives. It is these experiences and knowledge, coupled with the technology and opportunities in today's marketplace offered thru Privada Wealth Management and J.W. Cole Financial, that make him uniquely qualified to assist his clients with their financial lives.

About Privada Wealth Management

Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 1162104
Firm CRD# 146512
Series 65

Compensation/Fee Fee-Based


Office Location 4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number 386-793-8981

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com

About R.E.A.P., Llc

R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.


Qualifications CRD# 5006872
Firm CRD# 311583
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 24311 Walden Center Drive, Suite 100,
Bonita Springs,
FL
34134
Phone Number 239-444-6111

Education: - Yale Investment Management Theory & Practice online program - Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER program - College of Financial Planning Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor programs - University of Southern Mississippi bachelor's degree in business Credentials: - FINRA Series 65 registration (previously held Series 7 and 63) - Former adjunct professor for Florida Gulf Coast University - Former Enrolled Agent tax advisor recognized by the Department of Treasury Fun Facts: - Family - Dustin cherishes spending quality time with family. Holiday celebrations often turn into lively gatherings with dozens of family members and friends. - Travel - In his adventurous younger years, Dustin immersed himself in backpacking travel. While the days of staying in hostels may be behind him, Dustin's passion for exploring new and thrilling destinations remains unwavering. - Nature - Dustin can often be found engaged in outdoor activities like gardening, boating, visiting parks, or night fishing for large snooks!

About Rinaldi Wealth Management

Rinaldi Wealth Management

Rinaldi Wealth Management is an independent financial planning firm in Bonita Springs, Florida. We provide personalized investment, tax, estate, business, and insurance advice to help our clients achieve their retirement goals. Whether you're approaching retirement or already retired, our team led by a fiduciary CERTIFIED FINANCIAL PLANNER can help you navigate the complex financial landscape.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4271692
Firm CRD# 143440
Series 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2600 Douglas Rd.,
STE 1104,
Coral Gables,
FL
33134
Phone Number 305-482-3002

Jimmy began his career in the financial services industry over 20 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbed through the ranks and worked in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane, and their dog Pepper. They are committed to the local community by being involved with The Golden Canes Society at the University of Miami whose mission is to strengthen the academic and athletic excellence of the University of Miami's student-athletes.

About Anthem Advisors

Anthem Advisors

We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?


Qualifications CRD# 3035112
Firm CRD# 152964
Series 63

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral,
FL
33914
Phone Number 248-641-4444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Advisory Services Provided:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only


Office Location 1221 Brickell Avenue, 9th Floor,
Miami,
FL
33130
Phone Number 786-475-1280

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business.

About BH Asset Management, LLC

BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.


Qualifications CRD# 4007586
Firm CRD# 105310
Series 7, 66

Compensation/Fee Fee-Only


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL
34103
Phone Number 239-302-1715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your children's or grandchildren's education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA®) and Certified Financial Planner's (CFP®) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1001 S Macdill Ave,
Suite 700,
Tampa,
FL
33629
Phone Number 813-334-6500

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

About LPL Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2175608
Firm CRD# 120529
Series 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 3557 Maria Theresa Ave,
Palm Springs,
FL
33406
Phone Number 561-327-4646

Mr. Browning is the sole principal of Guardian Rock Wealth and is an Amazon best-selling author of the book Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values, which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. Mr. Browning publishes a daily five-minute audio market update on all of Guardian's social media platforms as well as the weekly podcast "Building Your Life with John Browning," which can be found anywhere you like to listen to your podcasts, including Apple and Spotify as well as Guardianrockwealth.com - Additionally Mr. Browning writes a monthly commentary blog published on our website and across our social media platforms. Mr. Browning graduated from Cedarville University in Ohio and obtained his MBA from Northern Illinois University. John is also a Certified Senior Advisor (CSA®) and brings over 3 decades of direct money management Wall Street experience designing specialized portfolios and managing billions in assets. John brings a wide range of expertise from security and portfolio analysis to domestic and global economics. John has served in various executive-level roles in the financial industry at major Wall Street firms, including Morgan Stanley, Invesco, Guggenheim, and Nuveen and has been featured in Advisors Magazine (issue 95, page 40) and Asset TV. John has also been quoted on Bloomberg News and several other publications. John is the father of six, a foster and adoptive parent and grandfather of three currently residing in West Palm Beach Florida.

About Guardian Rock Wealth

Guardian Rock Wealth

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 314989
Series 7, 63, 65

Compensation/Fee Based on Assets


Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number 407-248-9647

About McDonough Capital Management

McDonough Capital Management

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 6413
Series 6, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1024 N US Hwy 1,
Ormond Beach,
FL
32174
Phone Number 386-361-4422

About National Wealth Management Group, LLC

National Wealth Management Group, LLC

Distilled down to its most fundamental property, money is a representation of your productivity. Since your time is a finite resource, you owe it to yourself to understand how to best invest it. We believe the wisest investment of your time is in the pursuit of knowledge. With the heart of a teacher, each NWMG advisor has dedicated his or her career to sharing financial knowledge with engaging education. Our advisors are experienced, each with more than a decade serving people with sound money management advice. Working with a NWMG advisor means fast tracking your understanding of money, markets, and their impact on your future. But don't just take our word for it, find out yourself by scheduling an introductory meeting. The first lesson is always on us, and you'll walk away knowing if our process is for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location Serving the Tampa Bay, FL and Libertyville, IL Areas,
Safety Harbor,
FL
34695
Phone Number 727-603-8890

About TS Financial Group, LLC

TS Financial Group, LLC

We our proudly independent and work with individuals and business owners to develop a comprehensive wealth management plan together. We are able to do this by utilizing a team approach and by focusing on four key components: Financial Enrichment, Risk Mitigation, Wealth Transfer and Proper utilization of the spectrum of investments. We are uniquely positioned to potentially contribute to the financial success of our clients and our community- while taking full advantage of the superior support and scale of LPL Financial, the nation's leading independent brokerage firm.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 111163

Compensation/Fee Fee-Only


Office Location 2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
FL
33480
Phone Number 203-532-9470

About Dock Street Asset Management

Dock Street Asset Management

Dock Street provides Investment Planning to families and individuals. Our clients are are looking for a long term investment plan and partnership with an experienced advisor. We work closely with you to understand your financial goals and determine what level of risk is appropriate. In doing so, we reduce the uncertainty and anxiety our clients face as they search for answers to questions like these:

  • Do I have enough?
  • Will I have enough?
  • How will I get there?

Working together with our clients we develop an Investment Plan that maps out their financial future. Our plans can never eliminate the uncertainty clients feel in the short-term, but by focusing attention on the long-term outcomes available to investors, a certain level of calm can be achieved. We’ve seen it happen—and getting to this place with clients is what makes our work satisfying and rewarding.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications Firm CRD# 167517

Compensation/Fee Fee-Only, Based on Assets


Office Location 3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number 772-233-2052

About King Tide Advisors

King Tide Advisors

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

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Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300, Miami, FL 33131
2823 26 $339,079,412,155
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway, St. Petersburg, FL 33716
11789 950978 $306,121,310,120
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway, Saint Petersburg, FL 33716
6517 932793 $245,249,234,083
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA))
CORIENT
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131
825 79738 $94,617,046,882
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor, West Palm Beach, FL 33401
535 36 $93,207,362,818
A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor, Tampa, FL 33602
284 151 $91,220,415,301
A Percentage of AUM, Fixed Fees, Performance Based
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750, Fort Lauderdale, FL 33301
154 101 $88,033,541,740
A Percentage of AUM, Performance Based
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue, Miami Beach, FL 33139
502 173 $71,329,946,037
Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
SANDERS CAPITAL, LLC
777 S. Flagler Drive E. Tower, Suite No. 1100, West Palm Beach, FL 33401-5153
24 98 $61,660,253,000
A Percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLC
3801 Pga Blvd., Suite 604, Palm Beach Gardens, FL 33410
286 151 $55,827,194,383
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
H.I.G. CAPITAL, LLC
1450 Brickell Avenue, 31st Floor, Miami, FL 33131
991 147 $54,077,988,036
A Percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLC
600 Brickell Avenue, Penthouse, Miami, FL 33131-3067
207 61 $47,897,133,982
A Percentage of AUM, Performance Based
BAYVIEW ASSET MANAGEMENT, LLC
4425 Ponce De Leon Blvd., Coral Gables, FL 33146
319 51 $39,022,162,565
A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
CIFC ASSET MANAGEMENT LLC
1 Se 3rd Avenue, Suite 1660, Miami, FL 33131
206 123 $37,246,864,417
A Percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd., Suite 300, Boca Raton, FL 33431
153 3515 $36,045,083,867
A Percentage of AUM, Performance Based

    Frequently Asked Questions

    Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<

    The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

    When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.

    Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.