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
St. Petersburg, Florida, is known for its beautiful coastal lifestyle, thriving arts scene, and strong economy driven by tourism, healthcare, and financial services. With no state income tax, a warm climate, and access to top-tier healthcare, the city is a popular destination for retirees and professionals alike. However, not everyone is equipped to manage investments, navigate tax strategies, or complex estate plans - making the guidance of an experienced financial advisor in St. Petersburg, FL invaluable.
With over 1200+ financial advisors plying their trade in the city, it may be challenging to find a suitable financial advisor in St. Petersburg that fits the bill. WiserAdvisor makes this process easier by matching you with some of the best financial advisors in St. Petersburg who can create a personalized financial plan for your specific needs.
For over two decades, WiserAdvisor has maintained a network of fiduciary advisors who meet strict industry standards. If you're seeking expert guidance for retirement planning in St. Petersburg, our free match tool can connect you with a suitable advisor who understands your unique financial situation and has the necessary qualifications to guide you toward financial success.
Saint Petersburg
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Saint Petersburg,
Florida
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Saint Petersburg,
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
Saint Petersburg, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA 200 Central Avenue 15th Floor, Saint Petersburg, FL 33701 |
30 Years | $91,678,782,200 | $0 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based | |
|
Evan R. Guido
Wealth Management Specialist (WMS) THE EVAN GUIDO GROUP I WEALTH 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240 |
20 Years | $625,000,000 | $250,000 | Fee-Based |
Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
200 Central Avenue 15th Floor,
Saint Petersburg,
FL
33701
Phone Number
727-498-5548
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.
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
4221 West Boy Scout Blvd,
Suite 190,
Tampa,
FL
33607
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Based
Office Location
10150 Highland Manor Drive, Suite 200-232,
Tampa,
FL
33610
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
CRD# 4418691
Firm CRD# 39-1236032
Series 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
6260 Lake Osprey Dr,
Lakewood Ranch,
FL
34240
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
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 Servicesý 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 Investmentsý 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:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Products & Annuities
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 |
|---|---|---|---|---|
| 6727 | 1030208 | $344,868,106,925 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
|
| 2 | 4 | $777,803,131 | Other (MASTER SERVICING FEE) |
To choose the best financial advisor in St. Petersburg, first define your financial goals. Determine whether you need help with investment management, estate planning, debt reduction, or retirement planning in St. Petersburg. Verify the advisors' credentials and choose advisors having certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Use tools like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website to verify their credentials and disciplinary history.
Next, understand how the advisor charges for their services - fee-only advisors charge flat fees or a percentage of assets, while commission-based advisors may earn money from product sales. You may use online platforms like WiserAdvisor to search for vetted financial advisors. WiserAdvisor has maintained a trusted directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's free match tool will connect you with seasoned financial advisors in St. Petersburg, FL, based on your specific needs.
Ensure that you meet with a few advisors to compare their services, communication styles, and investment philosophies before hiring an advisor.
Financial advisors in St. Petersburg, FL, help clients prepare for Florida's unique financial challenges, including hurricane preparedness. They ensure you have adequate homeowners, flood, and windstorm insurance to protect your property and assets from hurricane damage. They also recommend maintaining a larger emergency fund to cover unexpected expenses during hurricane season. Financial advisors in St. Petersburg may also include disaster recovery plans in your financial strategy, ensuring you have a clear roadmap for managing finances during natural disasters.
Yes, a financial advisor in St. Petersburg, FL, can help you plan for long-term care (LTC) expenses by assessing whether long-term care insurance is suitable for your needs. Upon evaluation, they may recommend policies that cover expenses such as nursing home care, assisted living, and in-home care. They may include LTC costs in your retirement planning in St. Petersburg, ensuring your savings and investments can cover potential healthcare expenses post-retirement.
The best financial advisors in St. Petersburg may structure your assets in such a way to qualify for Medicaid benefits if needed, while protecting your wealth. They may also project potential long-term care expenses and create savings strategies to prepare for these costs.
Financial advisors in St. Petersburg, FL, stay informed on local economic trends and real estate markets through several ways. They carry out market research and data analysis to analyze local real estate reports, tax policies, and housing trends to provide informed investment guidance. They are a part of professional networks consisting of local real estate agents, tax experts, and economic analysts that allow them to remain in the loop on St. Petersburg's financial landscape.
Many advisors are members of groups such as the Financial Planning Association (FPA) or NAIFA (National Association of Insurance and Financial Advisors), which provide region-specific updates. Financial advisors also frequently attend local economic seminars and take courses on Florida-specific tax laws and regulations. Further, they tailor financial plans to reflect St. Petersburg's cost of living, property values, and economic conditions.
When interviewing a financial advisor in St. Petersburg, ask the following questions:
Financial advisors in St. Petersburg, FL, offer strategies to help clients manage debt and improve their financial well-being. They may recommend debt consolidation loans or refinancing to lower interest rates and simplify payments. They can also help you create a suitable budget to prioritize debt repayment while managing day-to-day expenses.
Financial advisors provide guidance on credit repair strategies, including reducing outstanding balances and avoiding late payments to improve your credit score. If you are paying off a student loan, they may recommend refinancing and income-driven repayment plans to ease your debt burden. Advisors may also offer financial literacy coaching to help you make informed decisions and avoid future debt issues.
Yes, there are many financial advisors in St. Petersburg, FL, who specialize in retirement planning. They offer a multitude of services including planning for retirement income for drawing down assets in a tax-efficient manner during retirement. They can help determine the best time to claim Social Security benefits to maximize your income. They can also guide you through Medicare enrollment, supplemental plans, and projected healthcare costs.
St. Petersburg financial advisors may recommend investment strategies that balance growth and income to sustain your retirement. Further, they may help retirees structure wills, trusts, and charitable giving plans.
Working with an independent financial advisor in St. Petersburg, FL, offers several benefits. Firstly, independent advisors are not tied to any firms and can offer unbiased financial recommendations. Many independent advisors act as fiduciaries and are legally obligated to prioritize your best interests. They provide personalized strategies tailored to your specific financial goals and have access to a wide range of financial products, giving you more options. Lastly, independent financial advisors offer flexible fee models, ensuring transparency about their service costs.
