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Find Top Financial Advisors in Saint Petersburg, Florida

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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 Saint Petersburg, Florida
Last Updated - 24-Jun-2022

Saint Petersburg has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Saint Petersburg, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Saint Petersburg, 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 Saint Petersburg, Florida.

Qualified Financial Advisors in Saint Petersburg, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jonathan Briggs
CFP®
BRIA CAPITAL GROUP, LLC
2909 W Bay to bay Blvd,
Suite 402,
Tampa, FL 33629
12 $52,000,000 Not Specified Fee-Based
Armand Atkinson
CFP®, ChFC®, CIMA®, AIF®, CDFA®, CLU®
ADVANCED WEALTH PLANNING GROUP
5401 W Kennedy Blvd, Ste 460,
Tampa, FL 33609
15 Not Specified Not Specified Fee-Based
Michael Lehman
CFP®
FOCUS WEALTH STRATEGIES
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Evan R. Guido
Wealth Management Specialist (WMS)
THE EVAN GUIDO GROUP I WEALTH
8225 Natures Way #119,
Lakewood Ranch, FL 34202
17 $190,000,000+ $250,000 Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only

Information on Qualified Financial Advisors in Saint Petersburg

Qualifications CRD# 5809575
Firm CRD# 175258
Series 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 2909 W Bay to bay Blvd,
Suite 402,
Tampa,
FL
33629
Phone Number 813-448-1122

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm. Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support! Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.

About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

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


Qualifications CRD# 5167229
Firm CRD# 112097
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 5401 W Kennedy Blvd, Ste 460,
Tampa,
FL
33609
Phone Number 813-770-9864

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association

About Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based


Office Location 3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4418691
Firm CRD# 39-1236032
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 8225 Natures Way #119,
Lakewood Ranch,
FL
34202
Phone Number 941-500-5122

Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports

About The Evan Guido Group I Wealth

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group. As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals. Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology. We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience. Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Annuities, Insurance Planning


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 6151 Lake Osprey Drive, Third Floor,
Sarasota,
FL
34240
Phone Number 941-924-9300

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


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

Firm Name AUM No. of Clients Fee Structure
Raymond James Financial Services Advisors, Inc
880 Carillon Parkway,
Saint Petersburg, FL 33716
$272,263,234,957 846581 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Other (PER PARTICIPANT (ERISA))
Marlin Manager, Llc
646 2nd Avenue S,
Saint Petersburg, FL 33701
$589,920,535 2 Other (MASTER SERVICING FEE)
Holifield Financial Advisory Services/Prosper Financial Advisers
9455 Koger Blvd. N , Suite 102,
Saint Petersburg, FL 33702
$161,800,000 514 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Saint Petersburg, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Joseph Shankwitz
    Inquire with Joseph
    1914 4th St N, Unit 1920, Saint Petersburg, FL  33704 727-251-4372
    Richard Stoner
    Inquire with Richard
    424 22nd Ave N, Saint Petersburg, FL  33704 727-767-9166
    Retirement Partner Advisors
    Inquire with Retirement
    111 Second Avenue Northeast, Suite 538, Saint Petersburg, FL  33701 864-672-4093
    Walker Wealth Management
    Inquire with Walker
    4020 Park Street, Suite 201, Saint Petersburg, FL  33709 727-350-3111
    American Momentum Bank
    Inquire with American
    5858 Central Ave, Saint Petersburg, FL  33707 727-471-3270
    Allstate Personal Financial Representative: Elizabeth Ann Brooks
    Inquire with Allstate
    3209 30th Ave S, Saint Petersburg, FL  33712 770-235-4638
    Bart Bates
    Inquire with Bart
    150 Second Avenue North, Suite 1000, Saint Petersburg, FL  33701 727-892-2519
    Joseph Restaino
    Inquire with Joseph
    150 Second Avenue North, Suite 1000, Saint Petersburg, FL  33701 727-892-2524
    Robert Trent Ulrich
    Inquire with Robert
    150 Second Avenue North, Suite 1000, Saint Petersburg, FL  33701 727-892-2533
    James B. McKaveney
    Inquire with James
    150 Second Avenue North, Suite 1000, Saint Petersburg, FL  33701 727-892-2543
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