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Find Top Financial Advisors in Vero Beach, Florida

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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 Vero Beach, Florida
Last Updated - 21-Sep-2022

Vero Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 31 non-vetted advisors in your local area. These financial advisors in Vero Beach, Florida have an average of 20 years of experience.

NOTE: The list of financial advisors in Vero Beach, 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 Vero Beach, Florida.

Qualified Financial Advisors in Vero Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
King Tide Advisors
CFP®, CTFA, ATFA
KING TIDE ADVISORS
3441 SW Rivers End Way,
Palm City, FL 34990
10 Not Specified 500,000 Fee-Only
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based

Information on Qualified Financial Advisors in Vero Beach

Qualifications CRD# 6643594
Firm CRD# 318185

Compensation/Fee Fee-Only, Based on Assets


Office Location 3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number 772-233-2052

About 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


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,
Stuart,
FL
34997
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

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


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

Firm Name AUM No. of Clients Fee Structure
Bimini Advisors, Llc
3305 Flamingo Drive,
Vero Beach, FL 32963
$7,068,677,000 1 A percentage of AUM
Armour Capital Management Lp
3001 Ocean Drive , Suite 201,
Vero Beach, FL 32963
$5,277,306,244 1 Other (A PERCENTAGE OF GROSS EQUITY RAISED)
Corry Capital Advisors, Llc
3505 Ocean Drive,
Vero Beach, FL 32963
$2,030,968,916 14 A percentage of AUM
Performance Based
Professional Advisory Services Inc
2770 Indian River Blvd , Suite 204,
Vero Beach, FL 32960
$1,197,042,297 1087 A percentage of AUM
Washburn Capital Management Inc.
70 Royal Palm Pointe , Suite C,
Vero Beach, FL 32960
$224,668,830 447 A percentage of AUM
Treasure Coast Financial Planning, Inc.
545 Beachland Blvd,
Vero Beach, FL 32963
$183,099,303 599 A percentage of AUM
Fixed fees
Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS)
Gallatin & Company, Llc
505 Beachland Blvd - Suite 7,
Vero Beach, FL 32963
$122,215,016 44 A percentage of AUM
Fixed fees

    List of Additional Advisors in Vero Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda Jean Darress
    Inquire with Amanda
    1054 20th Pl, Vero Beach, FL  32960 772-770-3700
    Bill Johnson
    Inquire with Bill
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1821
    Todd Kyle Darress
    Inquire with Todd
    1054 20th Pl, Vero Beach, FL  32960 772-770-3700
    Treasure Coast Financial Planning
    Inquire with Treasure
    545 Beachland Blvd., Vero Beach, FL  32963 772-231-1422
    JM Wealth Management
    Inquire with JM
    81 Crooked Tree Lane, Unit 107, Vero Beach, FL  32962 888-949-0525
    Christopher Porter
    Inquire with Christopher
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1814
    Vincent Celano
    Inquire with Vincent
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1813
    Trent Leyda
    Inquire with Trent
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1805
    J. C Britt
    Inquire with J.
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1809
    Lindsay Yencho
    Inquire with Lindsay
    3525 Ocean Drive, Vero Beach, FL  32963 772-234-1824
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      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.

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      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?