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Portfolio Size of 100K and
above
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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.
North Palm Beach
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
4
non-vetted advisors in your local area. These financial advisors in
North Palm Beach,
Florida
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
North Palm Beach,
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
North Palm Beach, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
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 |
| 32 Years | $28,000,000 | $250,000 | Fee-Based | |
| 30 Years | $105,000,000 | $500,000 | Fee-Only |
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
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,
FL
33406
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 Guardianrockwealth.com - 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.
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# 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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 35 | 4327 | $4,504,003,393 | A percentage of AUM, Fixed fees
|
|
| 2 | 76 | $788,829,519 | A percentage of AUM, Fixed fees
|
|
| 8 | 545 | $197,612,922 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 11891 US Highway 1, Ste 201, North Palm Beach, FL 33408 | 561-776-5433 | |
| 818 U.S. Highway One, Suite 1, North Palm Beach, FL 33408 | 561-776-0846 | |
| 316 Northlake Boulevard, North Palm Beach, FL 33408 | 772-302-4297 | |
| 2000 PGA Boulevard, Suite 4400, North Palm Beach, FL 33408 | 561-630-2156 |
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.
