Clearwater, FL
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Find Top Financial Advisors in Clearwater, Florida

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Clearwater, Florida

Last Updated - May 13, 2024

Clearwater has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Clearwater, Florida have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Clearwater, 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 Clearwater, Florida.

Qualified Financial Advisors in Clearwater, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
Nathan Helms
CFP®, CIMA®, CRPC®
LPL FINANCIAL
1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629
14 Years Not Specified $250,000 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

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Information on Qualified Financial Advisors in Clearwater, Florida

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 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# 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# 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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Clearwater, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CSENGE ADVISORY GROUP, LLC
4755 East Bay Drive, Clearwater, FL 33764
85 13504 $2,265,052,044
A Percentage of AUM, Hourly charges, Fixed Fees
PROVISE MANAGEMENT GROUP, LLC
611 Druid Rd E. Ste 105, Clearwater, FL 33756
21 3767 $1,616,430,257
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
DEUTERIUM CAPITAL MANAGEMENT, LLC
1006 North Fort Harrison Avenue, Clearwater, FL 33755-3017
15 9 $1,041,985,506
A Percentage of AUM, Fixed Fees, Performance Based
FLAHARTY ASSET MANAGEMENT, LLC
311 Park Place Blvd., Suite 150, Clearwater, FL 33759
11 1944 $682,629,834
A Percentage of AUM, Hourly charges, Fixed Fees
NOBLE FAMILY WEALTH
2475 Enterprise Rd., Clearwater, FL 33763
4 384 $315,027,000
A Percentage of AUM
CLIENT 1ST ADVISORY GROUP
611 Druid Road E., Suite 707, Clearwater, FL 33756
6 314 $292,050,912
A Percentage of AUM, Hourly charges, Fixed Fees
SUCCESSFUL PORTFOLIOS LLC
611 Druid Road East, Suite 407, Clearwater, FL 33756
2 977 $289,666,274
A Percentage of AUM, Hourly charges, Performance Based
CHRONOS WEALTH MANAGEMENT, L.L.C.
1432 Court Street, Clearwater, FL 33756
3 530 $172,846,672
A Percentage of AUM
BOSTON ASSET MANAGEMENT, INC.
12707 49th Street N, Suite 800, Clearwater, FL 33762
4 437 $96,520,366
A Percentage of AUM
KAHN FINANCIAL GROUP
1700 Mcmullen Booth Rd., Suite A-5, Clearwater, FL 33759-2130
2 383 $87,806,128
A Percentage of AUM, Hourly charges, Fixed Fees
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
2637 Mc Cormick Drive, Suite 101, Clearwater, FL 33759
9 0 $0
A Percentage of AUM

    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.