Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
Palm Beach, Florida, known for its beautiful beaches, is home to over 9,100 residents. With the cost of living at a staggering 96% higher than the state average, having a financial plan in place may be essential for residents to overcome the high costs. That's where an experienced and certified financial advisor can help individuals like you make informed decisions about your investments, retirement plans, savings goals, and more. WiserAdvisor's directory of screened financial advisors and financial advisory firms can act as a helpful resource to compare vetted and ranked financial advisors in and near Palm Beach. With a personalized financial plan created by an experienced financial advisor, residents can focus on the beautiful surroundings Palm Beach, Florida has to offer, knowing that their financial future is being overseen and managed by an experienced financial professional.
Palm Beach
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Palm Beach,
Florida
have an average of
30
years of experience.
NOTE: The list of vetted financial
advisors in
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
Palm Beach, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Vivienne Schleu
CPA ALPINA FINANCIAL CONSULTANTS 4171 W Hillsboro Blvd, Suite 4, Coconut Creek, FL 33073 |
30 Years | $250,000,000 | $500,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
7900 Glades Road,
Suite 310,
Boca Raton,
FL
33434
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4171 W Hillsboro Blvd,
Suite 4,
Coconut Creek,
FL
33073
Phone Number
561-843-6004
Vivienne has been providing financial advice to clients throughout the U.S since 1995. Vivienne's passion for assisting others in making healthy financial decisions and plans for the future comes from her personal experience assisting her family with litigation and financial issues following the passing of her father in 1984, the founder of the family's business. In 2008, she joined LPL Financial and founded her firm, Alpina Financial Consultants, bringing her practice with her. She continued to build a client base from her dedication to understanding clients' specific needs and preparing investment and savings plans that were customized to address those needs. In 2015, she founded her own fiduciary advisory firm together with her husband, Gary Mathews. For nearly 30 years, Vivienne has helped guide countless clients with strategies to build and preserve their wealth. Her financial planning strategy is rooted in a client specific investment philosophy combined with a tax minimization plan, and insurance-protected portfolio of assets. Her focus is helping small business owners and people from all walks of life, protect their income and plan for retirement. Vivienne's philosophy is: A customer is someone you sell something to. A Client is someone you protect.
We believe that wealth should be empowering, and we take great pride in our ability to understand our clients at the deepest level and craft customized concepts for consideration. Our multidisciplinary background lends a valuable perspective to the interconnectivity of the world of taxation, advanced planning, and investments, supporting our clients in working toward their personal goals and financially planning for their biggest dreams.
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1200 South Pine Island Road,
Suite 400,
Plantation,
FL
33324
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 25 | 9 | $3,100,714,996 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
|
| 26 | 12 | $2,694,219,737 | A percentage of AUM, Performance Based |
|
| 6 | 355 | $732,926,846 | A percentage of AUM |
|
| 5 | 47 | $659,939,975 | A percentage of AUM, Fixed fees |
|
| 3 | 2 | $449,934,736 | A percentage of AUM, Performance Based |
|
| 5 | 175 | $425,840,369 | A percentage of AUM |
|
| 4 | 400 | $421,281,336 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
|
| 6 | 8 | $333,324,075 | A percentage of AUM, Performance Based |
|
| 5 | 2 | $308,169,981 | A percentage of AUM, Performance Based |
|
| 2 | 94 | $192,203,129 | A percentage of AUM |
|
| 9 | 152 | $130,431,141 | A percentage of AUM, Other (MODEL PORTFOLIO DELIVERY) |
|
| 3 | 2 | $46,251,185 | A percentage of AUM, Performance Based |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
