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.
Jupiter
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
16
non-vetted advisors in your local area. These financial advisors in
Jupiter, Florida
have an average of
23
years of experience.
NOTE: The list of financial
advisors in
Jupiter, Florida
mentioned below do 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
Jupiter, Florida.
Qualified Financial Advisors in Jupiter, Florida | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT 750 SE Indian Street, Stuart, FL 34997 |
30 | Not Specified | $250,000.00 | Fee-Based |
John Browning
GUARDIAN ROCK WEALTH 3557 Maria Theresa Ave, Palm Springs, FL 33406 |
30 | $28,000,000 | Not Specified | Not Specified |
King Tide Advisors
CFP®, CTFA, ATFA KING TIDE ADVISORS 3441 SW Rivers End Way, Palm City, FL 34990 |
10 | Not Specified | 250,000 | Fee-Only |
Qualifications
CRD# 4307228
Firm CRD# 144600
Series 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
750 SE Indian Street,
Stuart,
FL
34997
Phone Number
772-334-9592
Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.
Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies 2. Understand all your options 3. Determine your risk profile 4. Build your stable allocation model 5. Optimize your investment allocations 6. Identify tax reduction and catastrophic protection strategies 7. Schedule regular periodic reviews Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
CRD# 2175608
Firm CRD# 120529
Compensation/Fee Flat Fee, Based on Assets
Office Location
3557 Maria Theresa Ave,
Palm Springs,
FL
33406
Phone Number
561-627-4646
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 update on Substack and all of our 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 Mr. Browning graduated from Cedarville University in Ohio and later obtained his MBA from Northern Illinois University. John is also a Certified Senior Advisor (CSA®) and brings over 30 years of direct Wall Street experience designing specialized portfolios and managing billions in portfolio assets. John brings a wide range of expertise ranging 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. John 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. Additionally, John has served and continues to serve on many not-for-profit boards. John is the father of six and is a foster and adoptive parent currently residing in South Florida.
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# 6643594
Firm CRD# 318185
Compensation/Fee Fee-Only, Based on Assets
Office Location
3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number
772-233-2052
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
Top Financial Advisor Firms in Jupiter, Florida (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
VOLORIDGE
110 Front Street , Suite 400, Jupiter, FL 33477 |
$27,506,288,211 | 5 |
A percentage of AUM Performance Based |
SLATESTONE WEALTH LLC
601 Heritage Drive , Suite 232, Jupiter, FL 33458 |
$1,005,424,061 | 1194 |
A percentage of AUM Fixed fees |
776 MANAGEMENT, LLC
6671 W Indiantown Road , Suite 50-420, Jupiter, FL 33458 |
$904,348,651 | 21 |
A percentage of AUM Performance Based |
BLACKRIDGE ASSET MANAGEMENT, LLC
1070 E. Indiantown Road , Suite 208-210, Jupiter, FL 33477 |
$709,494,694 | 4504 |
A percentage of AUM Hourly charges Fixed fees |
INLET PRIVATE WEALTH, LLC
116 Intracoastal Pointe Dr. , Suite 400, Jupiter, FL 33477 |
$457,379,148 | 126 |
A percentage of AUM |
CORE WEALTH MANAGEMENT, INC.
4600 Military Trail , Suite 215, Jupiter, FL 33458 |
$271,306,891 | 639 |
A percentage of AUM Hourly charges Fixed fees |
ATLANTIC WEALTH PARTNERS, LLC
759 Parkway Street , Suite 201, Jupiter, FL 33477 |
$268,983,509 | 892 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
GUIRY CAPITAL MANAGEMENT, LLC
601 Heritage Drive , Suite 126, Jupiter, FL 33458 |
$262,349,000 | 70 |
A percentage of AUM Fixed fees |
ONE + ONE WEALTH MANAGEMENT, LLC
1061 E. Indiantown Road , Suite 300, Jupiter, FL 33477 |
$239,026,611 | 495 |
A percentage of AUM |
GFO ADVISORY SERVICES, LLC
150 South Us Highway 1 , Suite 400, Jupiter, FL 33477 |
$231,994,428 | 17 |
A percentage of AUM |
TEGESTA CAPITAL, LLC
110 Front St. , Suite 300, Jupiter, FL 33477 |
$76,268,266 | 62 |
A percentage of AUM Performance Based |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Statewide Financial Group, Inc Inquire with Statewide |
116 Intracoastal Pointe Dr, Suite 200, Jupiter, FL 33477 | 561-744-0500 |
Charles Marques Inquire with Charles |
110 Andros Harbour Place, Jupiter, FL 33458 | 772-777-8174 |
Lead Life by Design Inquire with Lead |
19067 SE Bryant Dr, Jupiter, FL 33469 | 561-310-6687 |
Townsend Financial Life Management Inquire with Townsend |
601 Heritage Drive, Suite 122, Jupiter, FL 33458 | 561-578-4669 |
Ednalyn So Inquire with Ednalyn |
901 W Hawie St, Suite 5, Jupiter, FL 33458 | 561-653-1686 |
Hein Wealth & Tax Solutions LLC Inquire with Hein |
4600 Military Drive, Suite 226, Jupiter, FL 33458 | 561-249-1787 |
Charles A. Rodgers Inquire with Charles |
300 S. US Highway 1, 2nd Floor, Jupiter, FL 33477 | 561-401-4161 |
Edward Jones Inquire with Edward |
4425 Military Trail, Ste 205, Jupiter, FL 33458 | 561-625-0220 |
Edward Jones Inquire with Edward |
1232 W Indiantown Rd, Suite 103, Jupiter, FL 33458 | 561-741-1173 |
Edward Jones Inquire with Edward |
287 E Indiantown Road, 8, Jupiter, FL 33477 | 561-741-1390 |
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