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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
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
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
139
non-vetted advisors in your local area. These financial advisors in
Sarasota, Florida
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Sarasota, 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
Sarasota, Florida.
| Qualified Financial Advisors 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 | Not Specified | $50K and up | Fee-Based |
| Nathan Helms
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®) LPL FINANCIAL 1001 S Macdill Ave, Suite 700, Tampa, FL 33629 |
14 | Not Specified | Not Specified | Fee-Based |
| John Salomon
CPA, CFP® J2 CAPITAL MANAGEMENT, INC. 1222 SE 47th St, Office Suite C-1, Cape Coral, FL 33914 |
23 | $140,000,000 | Not Specified | 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 Nathans 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# 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
Top Financial Advisor Firms in Sarasota, Florida (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CUMBERLAND ADVISORS
One Sarasota Tower , 2 N. Tamiami Trail, Suite 303, Sarasota, FL 34236 |
$4,083,396,277 | 3007 |
A percentage of AUM Hourly charges Fixed fees Other (MODEL DELIVERY FEES) |
| TRUADVICE LLC
5290 Station Way, Sarasota, FL 34233 |
$757,667,973 | 5949 |
A percentage of AUM Hourly charges Fixed fees |
| WALSH & ASSOCIATES, LLC
2350 Fruitville Rd., Suite 201, Sarasota, FL 34237 |
$580,247,263 | 1927 |
A percentage of AUM Fixed fees |
| GLOBAL FINANCIAL PRIVATE CLIENT
6000 Cattleridge Drive , Suite 200, Sarasota, FL 34232 |
$403,324,873 | 816 |
A percentage of AUM Hourly charges Fixed fees |
| SARA-BAY FINANCIAL CORP.
2201 Cantu Court , Suite 102, Sarasota, FL 34232 |
$378,368,857 | 773 |
A percentage of AUM |
| TRUVESTMENTS CAPITAL LLC
5391 Lakewood Ranch Blvd N , Suite #303, Sarasota, FL 34240 |
$282,733,983 | 1020 |
A percentage of AUM Hourly charges |
| LPF ADVISORS, LLC
2601 Cattlemen Road , Suite 302, Sarasota, FL 34232 |
$230,847,882 | 642 |
A percentage of AUM Hourly charges Fixed fees |
| IFS ADVISORS, INC
6710 Professional Pkwy West , Suite 203, Sarasota, FL 34240-8588 |
$226,070,034 | 813 |
A percentage of AUM Fixed fees Commision Based |
| WEALTH PRO ADVISORS, INC.
2381 Fruitville Road, Sarasota, FL 34237 |
$222,500,000 | 360 |
A percentage of AUM Hourly charges Fixed fees |
| RANCH CAPITAL ADVISORS INC.
4910 Lakewood Ranch Blvd , #130, Sarasota, FL 34240 |
$210,731,869 | 725 |
A percentage of AUM Hourly charges Fixed fees Other (FINANCIAL COACHING SERVICE) |
| HD MONEY, INC.
3322 Bee Ridge Road , Suite 200, Sarasota, FL 34239 |
$154,127,019 | 687 |
A percentage of AUM Fixed fees |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
1221 S. Tamiami Trail, Sarasota, FL 34239 |
$141,373,185 | 99 |
A percentage of AUM Hourly charges Fixed fees |
| WEALTH PLANNING AND DESIGN LLC
6230 University Parkway , Suite 305, Sarasota, FL 34240 |
$94,663,769 | 366 |
A percentage of AUM Fixed fees |
| FIDUCIARY WEALTH ADVISORS, LLC
2801 Fruitville Road , Suite 160, Sarasota, FL 34237 |
$72,246,181 | 79 |
A percentage of AUM Fixed fees |
| MONORAIL SECURITIES
3322 Bee Ridge Rd, Sarasota, FL 34239 |
$2,508,673 | 2778 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Amanda Sharp Inquire with Amanda |
2831 Ringling Blvd, Ste F-219, Sarasota, FL 34237 | 941-365-1010 |
| Bruce Lang Inquire with Bruce |
240 S Pineapple Ave, Ste 100, Sarasota, FL 34236 | 941-363-3920 |
| Bill Snyder Inquire with Bill |
2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-363-8510 |
| Alexis Lopez Inquire with Alexis |
2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-364-7467 |
| Blake A Ridenour Inquire with Blake |
2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236 | 941-364-3553 |
| Daniel A Shontere Inquire with Daniel |
1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-365-9000 |
| Paul Schur Inquire with Paul |
1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3904 |
| John Hayes Inquire with John |
1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3912 |
| Martin Moore Inquire with Martin |
1819 Main St, Ste 1002, Sarasota, FL 34236 | 941-363-3908 |
| Jonathan H Moore Inquire with Jonathan |
7188 Beneva Rd, Sarasota, FL 34238 | 941-929-1888 |
Grow your AUM with pre-qualified leads!
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