Find Top Financial Advisors in Stuart, Florida

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 Stuart, Florida

Last Updated - 01-Jun-2023

Stuart has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 48 non-vetted advisors in your local area. These financial advisors in Stuart , Florida have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Stuart , 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 Stuart, Florida.

Qualified Financial Advisors in Stuart, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
D. Michael Burleigh
750 SE Indian Street,
Stuart, FL 34997
30 Years Not Specified $25,000,000 Fee-Based
King Tide Advisors
3441 SW Rivers End Way,
Palm City, FL 34990
10 Years Not Specified $250,000 Fee-Only

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Information on Qualified Financial Advisors in Stuart, Florida

Qualifications CRD# 4307228
Firm CRD# 144600
Series 65

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

Office Location 750 SE Indian Street,
Phone Number 772-334-9592

Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Qualifications Firm CRD# 318185

Compensation/Fee Fee-Only, Based on Assets

Office Location 3441 SW Rivers End Way,
Palm City,
Phone Number 772-233-2052

About King Tide Advisors

King Tide Advisors

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

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, Estate Planning & Trusts, Insurance Products & Annuities

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
453 Riverside Drive, Stuart, FL 34994
11 264 $337,792,000
A percentage of AUM
401 Se Osceola Street, Stuart, FL 34994
2 96 $173,466,338
A percentage of AUM, Hourly charges, Fixed fees
2104 Se Rays Way, Stuart, FL 34994
6 1104 $143,481,826
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER FEES)
823 Se Osceola St, Stuart, FL 34994
4 644 $126,454,786
A percentage of AUM, Hourly charges
1235 Se Indian Street, Suite 102, Stuart, FL 34997
3 285 $103,536,617
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Stuart, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    301 SW Albany Ave, Stuart, FL  34994 772-286-4841
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-283-7170
    759 SW Federal Highway, Suite 212, Stuart, FL  34994 772-222-0010
    850 NW Federal Highway, Suite 177, Stuart, FL  34994 561-827-5806
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3261
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3226
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3204
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3250
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3277
    729 SW Federal Hwy, Suite 300, Stuart, FL  34994 772-223-3233

      Frequently Asked Questions

      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 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.

      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?