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Portfolio Size of 100K and above
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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
Pensacola, Florida is part of the beautiful white sand beach communities of the Florida Panhandle. Pensacola, unlike most seaside communities, is rather affordable with a cost of living 8% lower than the national average. Since the cost of living is so low, and Florida has no state income tax, finding a financial advisor in Pensacola that helps you with the right financial vehicles could prove to be beneficial to meeting your overall financial goals. There are over 350 financial advisors to choose from in the Pensacola area. Hiring a financial advisor that you trust with your finances could be a hard decision to make alone. You don't have to be alone, though. Wiseradvisor's free match service can connect you to 2-3 vetted financial advisors that meet your requirements. We specialize in connecting people to qualified advisors and planners.
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 Pensacola, Florida.
Pensacola
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
66
non-vetted advisors in your local area. These financial advisors in
Pensacola, Florida
have an average of
34
years of experience.
NOTE: The list of financial
advisors in
Pensacola, 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
Pensacola, Florida.
| Qualified Financial Advisors in Pensacola, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Terry Nager
CFP®, ChFC® SOUTHERN CAPITAL SERVICES, INC. REGISTERED INVESTMENT ADVISOR 29000 US Hwy 98, Daphne, AL 36526 |
34 | Not Specified | $100,000 | Fee-Only |
Qualifications
CRD# 344567
Firm CRD# 105582
Compensation/Fee Fee-Only
Office Location
29000 US Hwy 98,
Daphne,
AL
36526
Phone Number
251-626-1140
Terry is the longest serving Certified Financial Planner™ (CFP®) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.
When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.
Top Financial Advisor Firms in Pensacola, Florida (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FSA INVESTMENT GROUP, LLC
212 South Alcaniz Street, Pensacola, FL 32502 |
$673,141,508 | 158 |
A percentage of AUM Fixed fees |
| SALTMARSH FINANCIAL ADVISORS, L.L.C.
900 N 12th Avenue, Pensacola, FL 32501 |
$243,880,000 | 468 |
A percentage of AUM Hourly charges Fixed fees |
| ARMADA ADVISORS
610 North Spring Street, Pensacola, FL 32501 |
$155,309,571 | 797 |
A percentage of AUM Hourly charges Fixed fees |
| SAFE HARBOR FIDUCIARY, LLC
700 South Palafox Street , Suite 300, Pensacola, FL 32502 |
$111,367,111 | 489 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andy Wilkinson Inquire with Andy |
850 S Palafox St., Ste 200, Pensacola, FL 32502 | 850-470-8011 |
| Andrew R Flock Inquire with Andrew |
850 S Palafox St., Ste 200, Pensacola, FL 32502 | 850-470-8006 |
| Alicia Ahern Inquire with Alicia |
125 W Romana St, Ste 610, Pensacola, FL 32502 | 850-438-9118 |
| Michael Hoeflich Inquire with Michael |
5101 N 12th Ave, Ste A, Pensacola, FL 32504 | 850-476-5773 |
| William Wright Inquire with William |
125 W Romana St, Ste 610, Pensacola, FL 32502 | 850-438-9118 |
| Hill Turner Inquire with Hill |
125 W Romana St, Ste 610, Pensacola, FL 32502 | 850-438-9118 |
| Tim McLarty Inquire with Tim |
125 W Romana St, Ste 610, Pensacola, FL 32502 | 850-438-9118 |
| Steve Lovoy Inquire with Steve |
125 W Romana St, Ste 610, Pensacola, FL 32502 | 850-476-0903 |
| Pen Air Asset Management Inquire with Pen |
1289 Airport Blvd, Pensacola, FL 32504 | 850-505-3200 |
| First Charter Financial Corporation Inquire with First |
6108 Village Oaks Dr, Ste A, Pensacola, FL 32504 | 850-479-1100 |
Grow your AUM with pre-qualified leads!
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 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.
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?
