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
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.
Sebring
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Sebring,
Florida
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Sebring,
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
Sebring, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based | |
|
Edelman Financial Engines, LLC
4865 North Wickham Road, Suite 108, Melbourne, FL 32940 4221 West Boy Scout Blvd, Tampa, FL 33607 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 16 Years | Not Specified | $0 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified |
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
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4865 North Wickham Road,
Suite 108,
Melbourne,
FL
32940
Phone Number
877-208-7414
Office Location
4221 West Boy Scout Blvd,
Suite 190,
Tampa,FL 33607
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2211 Ashley Oaks Circle,
Wesley Chapel,
FL
33544
Phone Number
917-502-0936
I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.
We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.
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# 5618663
Firm CRD# 131167
Office Location
2020 oak street ne,
Saint Petersburg,
FL
33704
Phone Number
727-729-2262
As founder of Decima Wealth Consulting, Brennan brings over 15 years of expertise in building relationships and guiding families to grow and safeguard their wealth. Since 2008, he has served as a trusted advisor to numerous C-Suite executives, high-net-worth individuals, and accomplished families. Brennan's extensive experience and meticulous approach enable him to help clients achieve their financial goals. Brennan has been trusted and recommended by companies such as L3Harris, Johnson & Johnson, Pfizer, Conmed, and Echostar to advise their executives on tax-efficient strategies for wealth accumulation and distribution, executive compensation, and investment planning. Over his 16 years with Fidelity Investments, he supported over 1,000 high-net-worth clients successfully prepare for retirement while overseeing $3 billion in client assets. As a recognized thought leader, Brennan has been featured in numerous Fidelity seminars, webinars, and podcasts, covering topics like income planning, tax-efficient investing, market trends, and the impact of elections on investments. Based in sunny Saint Petersburg, Florida, Brennan enjoys traveling and exploring national parks with his wife Erin and their children, Cohen and Winter. An avid mountaineer, he has climbed and trekked across the globe. Whether navigating a mountain or managing finances, Brennan believes the journey matters as much as the destination.
At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts. Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility. Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars: Understanding your specific needs Providing coordinated retirement tax and investment strategies Making your financial life simpler and more confident
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 |
|---|---|---|---|---|
| 9 | 1492 | $283,976,191 | A percentage of AUM, Hourly charges |
|
| 3 | 629 | $133,678,395 | A percentage of AUM, Hourly charges, Fixed fees |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
