Fort Lauderdale, FL

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Find Top Financial Advisors in Fort Lauderdale, Florida

Fort Lauderdale, Florida is a sunny city with a thriving population of over 185,000 residents. However, managing your finances in this tax-free state without the right guidance can be challenging. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in and around Fort Lauderdale can help in your search for the best advisor for your needs. The advisors listed in our directory below can offer valuable insights, advice, and expertise in wealth management, investment strategies, retirement planning, financial planning, estate planning, and more. With a personalized financial plan created by an experienced financial advisor, residents can focus on the beautiful surroundings Fort Lauderdale has to offer, knowing that their financial future is being overseen and managed by an experienced financial professional.

Finding the Top Financial Advisor in Fort Lauderdale, Florida

Last Updated - May 11, 2024

Fort Lauderdale has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Fort Lauderdale, Florida have an average of 26 years of experience.

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

Qualified Financial Advisors in Fort Lauderdale, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Charles Helme
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 Years $105,000,000 $500,000 Fee-Only
Jimmy Gonzalez
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
24 Years Not Specified $500,000 Fee-Based
John Browning
3557 Maria Theresa Ave,
Palm Springs, FL 33406
32 Years $28,000,000 $250,000 Fee-Based
Dock Street Asset Management
2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480
18 Years $700,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in Fort Lauderdale, Florida

Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only

Office Location 1221 Brickell Avenue, 9th Floor,
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# 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,
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# 2175608
Firm CRD# 120529
Series 65

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

Office Location 3557 Maria Theresa Ave,
Palm Springs,
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 - 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# 111163

Compensation/Fee Fee-Only

Office Location 2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
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

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 Fort Lauderdale, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
450 East Las Olas Boulevard, Suite 750, Fort Lauderdale, FL 33301
154 101 $88,033,541,740
A Percentage of AUM, Performance Based
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301
54 2445 $2,641,746,411
A Percentage of AUM, Hourly charges, Fixed Fees
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
73 14868 $2,039,250,887
A Percentage of AUM, Hourly charges, Fixed Fees
200 Sw First Avenue, Suite 800, Fort Lauderdale, FL 33301
18 170 $1,376,025,123
A Percentage of AUM, Fixed Fees
515 East Las Olas Blvd., Suite 1010, Fort Lauderdale, FL 33301
7 5 $1,291,000,000
A Percentage of AUM, Performance Based
401 E Las Olas Boulevard, Suite 1400, Fort Lauderdale, FL 33301
5 2 $988,587,864
A Percentage of AUM, Performance Based
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301
13 534 $728,191,303
A Percentage of AUM, Fixed Fees, Other (RETAINER BASED ON SCOPE OF WORK)
2400 E Commercial Blvd, Suite 900, Fort Lauderdale, FL 33308
9 2 $402,790,750
A Percentage of AUM, Performance Based
401 E. Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301
5 2 $337,109,097
A Percentage of AUM, Performance Based
2810 East Oakland Park Blvd, Suite 101, Fort Lauderdale, FL 33306
18 2805 $331,402,981
A Percentage of AUM, Hourly charges, Fixed Fees
205 South East 20th St, Fort Lauderdale, FL 33316
8 562 $324,231,233
A Percentage of AUM, Fixed Fees
1 East Broward Blvd., Suite 700, Fort Lauderdale, FL 33301
3 67 $318,262,349
A Percentage of AUM, Performance Based
888 East Las Olas Blvd, Suite 200, Fort Lauderdale, FL 33301
7 44 $309,095,374
200 E Las Olas Blvd, Suite 1560, Fort Lauderdale, FL 33301
2 4 $152,893,214
A Percentage of AUM, Performance Based
101 Ne 3rd Ave, Suite 1500, Fort Lauderdale, FL 33301
12 916 $148,891,171
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.