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Find Top Financial Advisors in Rockledge, 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 Rockledge, Florida

Last Updated - December 03, 2023

Rockledge has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Rockledge, Florida have an average of 33 years of experience.

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

Qualified Financial Advisors in Rockledge, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
McDonough Capital Management
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Years Not Specified $500,000 Not Specified

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Information on Qualified Financial Advisors in Rockledge, Florida

Qualifications Firm CRD# 314989

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

Top Financial Advisor Firms in Rockledge, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SOLOMON API, LP
1950 Rockledge, Unit 201, Rockledge, FL 32955
3 1239 $123,013,880
A percentage of AUM, Hourly charges
API FINANCIAL ADVISORS, LLC
1950 Rockledge Blvd, Unit 201, Rockledge, FL 32955
7 262 $19,537,179
A percentage of AUM, Hourly charges

    List of Additional Advisors in Rockledge, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    391 Commerce Parkway, Suite 200, Rockledge, FL  32955 321-345-1145
    190 McIver Lane, Rockledge, FL  32955 321-735-4994
    3140 Suntree Blvd, Ste 1, Rockledge, FL  32955 321-254-0406
    1970 Rockledge Blvd (Us1), Rockledge, FL  32955 321-636-6882
    3819 Murrell Road, Ste D, Rockledge, FL  32955 321-639-8510
    3819 Murrell Road, Ste D, Rockledge, FL  32955 321-639-8510
    1970 Rockledge Blvd (Us1), Rockledge, FL  32955 321-636-6882
    966 Florida Ave S, Rockledge, FL  32955 321-848-0057

      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.