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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Miami, Florida is known for its white sand beaches, year round sunny weather, latin influence and Cuban coffee. Living in paradise comes at a price though. The cost of living in Miami is 14% higher than the national average. Since Miami has a high cost of living, but Florida has no state income tax, finding a financial advisor in Miami that helps you use the right financial vehicles to meet your financial goals could be beneficial. There are over 2500 financial advisors to choose from in Miami, so finding the right advisor that you trust with your finances could seem intimidating. It doesn't have to be. That's why we at WiserAdvisor are here to help. Connecting people to vetted fiduciary financial advisors is our mission.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Miami, Florida.
Miami
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
232
non-vetted advisors in your local area. These financial advisors in
Miami,
Florida
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Miami,
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
Miami, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $105,000,000 | $500,000 | Fee-Only | |
| 21 Years | Not Specified | $500,000 | Fee-Based | |
|
Dock Street Asset Management
CAIA®, CFA® DOCK STREET ASSET MANAGEMENT 2875 South Ocean Blvd., Suite 200-46, Palm Beach, FL 33480 |
18 Years | $700,000,000 | $500,000 | Fee-Only |
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Compensation/Fee Fee-Only
Office Location
1221 Brickell Avenue, 9th Floor,
Miami,
FL
33130
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.
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,
FL
33134
Phone Number
305-482-3002
Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working 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 Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.
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
Firm CRD# 111163
Compensation/Fee Fee-Only
Office Location
2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
FL
33480
Phone Number
203-532-9470
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:
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 19 | 12 | $9,938,736,506 | A percentage of AUM, Performance Based
|
|
| 34 | 281 | $1,588,632,312 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 48 | 1158 | $1,587,159,834 | A percentage of AUM, Performance Based
|
|
| 14 | 1425 | $1,153,296,573 | A percentage of AUM, Performance Based
|
|
| 12 | 320 | $705,541,597 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 36 | 126 | $468,371,189 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 145 | $402,241,610 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 158 | $320,900,328 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION MANAGEMENT AND PERFORMANCE FEES)
|
|
| 14 | 286 | $284,371,152 | A percentage of AUM
|
|
| 3 | 107 | $251,707,357 | A percentage of AUM
|
|
| 2 | 9 | $225,411,562 | A percentage of AUM, Fixed fees
|
|
| 9 | 369 | $217,744,636 | A percentage of AUM, Performance Based
|
|
| 2 | 3 | $177,470,172 | A percentage of AUM, Performance Based
|
|
| 2 | 9 | $149,229,045 | A percentage of AUM, Performance Based
|
|
| 22 | 89 | $120,639,096 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 305-347-2054 | |
| 200 S Biscayne Blvd, Ste 1500, Miami, FL 33131 | 305-533-5309 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 786-777-6930 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 786-777-6979 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 305-533-1709 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 786-777-6974 | |
| 9130 S Dadeland Blvd, Ste 1702, Miami, FL 33156 | 305-671-2030 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 305-533-1740 | |
| 14707 South Dixie Highway, Suite 306, Miami, FL 33176 | 305-252-0113 | |
| 200 S Biscayne Blvd, Ste 1100, Miami, FL 33131 | 305-376-8585 |
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.
