Lakeland, FL
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Find Top Financial Advisors in Lakeland, 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 Lakeland, Florida

Last Updated - May 14, 2024

Lakeland has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Lakeland, Florida have an average of 23 years of experience.

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

Qualified Financial Advisors in Lakeland, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jerry Bulaclac
RADIANTVEST
Serving Valrico/Brandon area,
Valrico, FL 33596
19 Years Not Specified $50,000 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
McDonough Capital Management
CFP®
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
37 Years Not Specified $500,000 Not Specified

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Information on Qualified Financial Advisors in Lakeland, Florida

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# 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 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


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 Lakeland, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CPS INVESTMENT ADVISORS
205 East Orange Street #310, Lakeland, FL 33801-4611
21 7080 $1,988,218,796
A Percentage of AUM, Fixed Fees
AGAMERICA LENDING LLC
4030 South Pipkin Rd., Lakeland, FL 33811
137 2 $1,392,000,000
A Percentage of AUM, Performance Based
CORE WEALTH ADVISORS, INC.
124 South Florida Avenue, 4th Floor, Lakeland, FL 33801
9 829 $411,948,858
A Percentage of AUM, Hourly charges, Fixed Fees
JAMES I. BLACK & COMPANY
311 South Florida Avenue, Lakeland, FL 33801
9 141 $133,303,451
A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE)
CAPSTONE WEALTH MANAGEMENT CORP.
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813
5 347 $123,249,968
A Percentage of AUM, Fixed Fees, Performance Based
GREENBRIDGE PARTNERS LLC
3700 Airfield Dr West, Lakeland, FL 33811
1 310 $115,412,683
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
AMERITY WEALTH MANAGEMENT, LLC
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813
10 288 $53,271,000
A Percentage of AUM, Hourly charges, Fixed Fees

    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.