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Personalized advice for portfolio size
of 100K & above
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.
Sarasota
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
138
non-vetted advisors in your local area. These financial advisors in
Sarasota,
Florida
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Sarasota,
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
Sarasota, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
David Appleby
CASL®, RFC®, EA, CLU®, QFP®, CTS ASSURITY FINANCIAL GROUP Assurity Plaza, 2429 Manatee Avenue East, Unit 1, Bradenton, FL 34208 |
22 Years | Not Specified | $0 | Fee-Based |
| 14 Years | Not Specified | $250,000 | Fee-Based | |
|
Berkely Arrants
CFP®, CIMA®, CRPC®, CDFA® HORIZON ADVISORY GROUP LLC Serving Tampa surrounding area, Tampa, FL 33602 |
23 Years | $100,000,000 | $250,000 | Fee-Based |
|
John Salomon
CPA, CFP® J2 CAPITAL MANAGEMENT, INC. 1222 SE 47th St, Office Suite C-1, Cape Coral, FL 33914 |
23 Years | $140,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 3259135
Firm CRD# 143451
Series 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton,
FL
34208
Phone Number
941-739-5006
Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment strategy for those like you in or approaching retirement. As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals. Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible. Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement. With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.
Qualifications
CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1001 S Macdill Ave,
Suite 700,
Tampa,
FL
33629
Phone Number
813-334-6500
I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
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, Insurance Products & Annuities
Qualifications
CRD# 4692327
Firm CRD# 8032
Series 7, 65, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
Serving Tampa surrounding area,
Tampa,
FL
33602
Phone Number
713-400-6305
Berkely manages $100 million in AUM as of August 2023. Berkely Arrants is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. She is the founder of Horizon Advisory Group, LLC, a national personal and business financial planning firm. Her areas of experience include retirement planning, investment management, and estate planning. She also works with closely-held businesses to help them with transition planning, employee retention, and executive benefits. Berkely believes that clients need to be well-informed about the important decisions they face, not only for themselves but also for those who depend upon them. She works hard to educate her clients so that they have the confidence to move forward with plans that fit their specific situation. Berkely is a trusted advisor who is dedicated to her clients' financial success. She is known for her clear communication style, her ability to simplify complex financial concepts, and her commitment to helping her clients achieve their goals. She grew up in London, UK, and returned to the United States for college, where she graduated from the University of Pennsylvania with a B.A. in Psychology. Berkely has been involved in several Boards over the years including Volunteers in Medicine, the First Presbyterian Day School, The Houston Children's Chorus, The University of Pennsylvania Alumni Club of Houston, and she was an Elder at First Presbyterian Church in Hilton Head. Outside of work, Berkely is devoted to her family and her community. She and her husband, Wayne, have two adult children, Tucker and Devin. She practices yoga regularly and loves to travel and spend time outdoors. Berkely looks forward to connecting with you soon. For more information, please visit www.horizonadvgroup.com and www.linkedin.com/in/berkelyarrants/
Horizon Advisory Group, LLC is a values based national financial planning and wealth management firm with offices in Houston, FL and the DC metro area. We work with individuals and closely-held business creating customized plans to help achieve your goals.
Advisory Services Provided:
Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
1222 SE 47th St,
Office Suite C-1,
Cape Coral,
FL
33914
Phone Number
248-641-4444
John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.
J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.
Advisory Services Provided:
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 45 | 3007 | $4,083,396,277 | A percentage of AUM, Hourly charges, Fixed fees, Other (MODEL DELIVERY FEES)
|
|
| 25 | 5949 | $757,667,973 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 12 | 1927 | $580,247,263 | A percentage of AUM, Fixed fees
|
|
| 5 | 816 | $403,324,873 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 773 | $378,368,857 | A percentage of AUM
|
|
| 9 | 1020 | $282,733,983 | A percentage of AUM, Hourly charges
|
|
| 4 | 642 | $230,847,882 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 813 | $226,070,034 | A percentage of AUM, Fixed fees, Commision Based
|
|
| 4 | 360 | $222,500,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 725 | $210,731,869 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL COACHING SERVICE)
|
|
| 12 | 687 | $154,127,019 | A percentage of AUM, Fixed fees
|
|
| 2 | 99 | $141,373,185 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 366 | $94,663,769 | A percentage of AUM, Fixed fees
|
|
| 1 | 79 | $72,246,181 | A percentage of AUM, Fixed fees
|
|
| 3 | 2778 | $2,508,673 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2831 Ringling Blvd, Ste F-219, Sarasota, FL 34237 | 941-365-1010 | |
| 240 S Pineapple Ave, Ste 100, Sarasota, FL 34236 | 941-363-3920 | |
| 2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-363-8510 | |
| 2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-364-7467 | |
| 2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-364-3553 | |
| 1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-365-9000 | |
| 1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3904 | |
| 1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3912 | |
| 1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3908 | |
| 7188 Beneva Rd, Sarasota, FL 34238 | 941-929-1888 |
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.
