Tampa, Florida, known for its beautiful white sand beaches and warm year round sunny weather, is a great place to retire. The low cost of living in Tampa is approximately 5% lower than the national average and there are no state income taxes. If you are looking for a financial advisor in Tampa for your retirement planning or your investment planning needs, look no further than WiserAdvisor. There are over 2170 financial advisors to choose from in the Tampa area and finding the right advisor that meets your specific needs, understands your goals and helps you grow your finances transparently could be difficult. That's why we are here to help. Connecting people to vetted financial advisors in our mission.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Tampa, Florida.
Tampa
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Tampa,
Florida
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Tampa,
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
Tampa, Florida.
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
---|---|---|---|---|
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 |
Armand Atkinson
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC® ADVANCED WEALTH PLANNING GROUP 5401 W Kennedy Blvd, Suite# 460, Tampa, FL 33609 |
15 Years | Not Specified | $50,000 | Fee-Based |
14 Years | Not Specified | $250,000 | Fee-Based | |
19 Years | Not Specified | $50,000 | Fee-Only | |
TS Financial Group, LLC
Serving the Tampa Bay, FL and Libertyville, IL Areas, Safety Harbor, FL 34695 |
27 Years | $700,000,000 | $50,000 | Fee-Based |
Brian Messick
CPA, CFP® WEBERMESSICK WEATH MANAGEMENT; AFFILIATION THROUGH LPL FINANCIAL 5901 Sun Boulevard, Suite 206, St. Petersburg, FL 33715 |
27 Years | Not Specified | $500,000 | Fee-Based |
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# 5167229
Firm CRD# 17870
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
5401 W Kennedy Blvd,
Suite# 460,
Tampa,
FL
33609
Phone Number
813-770-9864
Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association
Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
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# 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# 4851069
Firm CRD# 125112
Series 7, 66
Compensation/Fee Fee-Only, Commissions, Flat Fee, Based on Assets
Office Location
Serving Valrico/Brandon area,
Valrico,
FL
33596
Phone Number
813-317-6004
Jerry has over 19 years of experience serving his clients as a personal financial advisor and investment advisor representative. Mr. Bulaclac launched RadiantVest in 2020 to advise his clients on budget analysis, retirement planning, education planning, risk management, and estate planning. Jerry has been partnered with Independent Financial Partners (IFP) since 2012, and he holds his Series 7 & 66 securities registrations with IFP Securities, LLC. Jerry also holds his State of Florida life, health, and variable annuity license. Mr. Bulaclac is committed to helping his clients build a brighter tomorrow. When away from work, Jerry enjoys spending time with his wife and 3 sons. He also enjoys spending time outdoors, dabbling in action and still photography, and coaching highschool baseball. Prior to affiliating with Independent Financial Partners (IFP), Jerry worked many years specializing in the Florida Retirement System, the DROP program, the Optional Retirement Program, and employer sponsored 401K and 403B plans. Jerry understands the complexities of different employer sponsored plans and how those plans fit with the overall financial picture. Jerry Bulaclac is supported by the resources of Independent Financial Partners (IFP). This relationship provides Jerry with unbiased research and a comprehensive array of tools, resources and technology. Because Independent Financial Partners has no proprietary products to sell, he has the freedom to offer you objective financial guidance and investment recommendations. Independence Powered by Independent Financial Partners (IFP).
RadiantVest has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support RadiantVest needs. In turn, this allows RadiantVest to give clients like you the service they deserve. IFP fully supports advisor independence, allowing RadiantVest to take advantage of the many services they offer while putting your interests above all else. Were also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients. Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm's independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that's designed to build better client experiences.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 172555
Firm CRD# 172555
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
Serving the Tampa Bay, FL and Libertyville, IL Areas,
Safety Harbor,
FL
34695
Phone Number
727-603-8890
We our proudly independent and work with individuals and business owners to develop a comprehensive wealth management plan together. We are able to do this by utilizing a team approach and by focusing on four key components: Financial Enrichment, Risk Mitigation, Wealth Transfer and Proper utilization of the spectrum of investments. We are uniquely positioned to potentially contribute to the financial success of our clients and our community- while taking full advantage of the superior support and scale of LPL Financial, the nation's leading independent brokerage firm.
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# 4344934
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
5901 Sun Boulevard,
Suite 206,
St. Petersburg,
FL
33715
Phone Number
727-295-4969
Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.
As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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
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 |
---|---|---|---|---|
284 | 151 | $91,220,415,301 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
13 | 23 | $10,900,581,226 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
273 | 34487 | $8,915,756,449 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
|
105 | 17385 | $6,045,530,000 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
KOPERNIK GLOBAL INVESTORS, LLC
Two Harbour Place, 302 Knights Run Avenue, Suite 1225, Tampa, FL 33602 |
43 | 14 | $5,654,853,917 | A Percentage of AUM, Performance Based
|
521 | 24060 | $4,854,030,147 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
181 | 9 | $4,680,786,637 | A Percentage of AUM
|
|
15 | 1088 | $2,858,777,816 | A Percentage of AUM, Fixed Fees, Other (PROJECT BASED FEES)
|
|
19 | 44 | $2,167,397,704 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
|
|
31 | 3488 | $1,235,384,117 | A Percentage of AUM, Fixed Fees
|
|
4 | 5 | $1,007,166,261 | A Percentage of AUM, Fixed Fees
|
|
5 | 1 | $1,000,000,000 | Fixed Fees, Other (ADVISER PERCENTAGE)
|
|
63 | 17 | $974,925,553 | A Percentage of AUM, Performance Based
|
|
486 | 6750 | $970,466,410 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based
|
|
5 | 6 | $914,830,661 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES)
|
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.