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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Clearwater
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
61
non-vetted advisors in your local area. These financial advisors in
Clearwater
,
Florida
have an average of
18
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Armand Atkinson
CFP®, CIMA®, 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®, Chartered Retirement Planning Counselor (CRPC®) LPL FINANCIAL 1001 S Macdill Ave, Suite 700, Tampa, FL 33629 |
14 Years | Not Specified | $250,000 | Fee-Based |
| 26 Years | Not Specified | $50,000 | Fee-Based |
Qualifications
CRD# 5167229
Firm CRD# 112097
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
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 childrens 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.
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 Nathans 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# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66
Compensation/Fee Fee-Based
Office Location
3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number
813-305-0411
Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.
At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.
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, Investment Advice & Management, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 52 | 9822 | $2,351,921,549 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 19 | 3539 | $1,769,260,965 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
|
|
| 15 | 4 | $1,061,757,356 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 12 | 1879 | $771,934,005 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 350 | $314,150,000 | A percentage of AUM
|
|
| 3 | 929 | $296,375,623 | A percentage of AUM, Hourly charges, Performance Based
|
|
| 6 | 285 | $285,308,940 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 504 | $209,657,000 | A percentage of AUM
|
|
| 2 | 390 | $120,651,470 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 420 | $115,051,394 | A percentage of AUM
|
|
| 4 | 207 | $51,314,237 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 28100 US Highway 19 N, Ste 400, Clearwater, FL 33761 | 813-877-5713 | |
| 28100 US Highway 19 N, Ste 400, Clearwater, FL 33761 | 704-916-6920 | |
| 18167 US Highway 19 N, Ste 195, Clearwater, FL 33764 | 727-535-1488 | |
| 18167 US Highway 19 N, Ste 195, Clearwater, FL 33764 | 727-535-1488 | |
| 28100 US Highway 19 N, Ste 400, Clearwater, FL 33761 | 727-797-8000 | |
| 2623 McCormick Dr, Ste 103, Clearwater, FL 33759 | 727-353-3431 | |
| 28100 US Highway 19 N, Ste 400, Clearwater, FL 33761 | 727-797-8000 | |
| 28100 US Highway 19 N, Ste 400, Clearwater, FL 33761 | 727-797-8000 | |
| 18514 US Highway 19 N, Ste A, Clearwater, FL 33764 | 727-524-3000 | |
| 2605 Enterprise Rd E, Ste 300, Clearwater, FL 33759 | 727-726-7565 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
