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Find Top Financial Advisors in Bradenton, 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 Bradenton, Florida
Last Updated - 04-Aug-2022

Bradenton has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 39 non-vetted advisors in your local area. These financial advisors in Bradenton, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Bradenton, 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 Bradenton, Florida.

Qualified Financial Advisors in Bradenton, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
David Appleby
RFC®, EA, QFP®, CTS, CASL®, CLU®
ASSURITY FINANCIAL GROUP
Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton, FL 34208
22 Not Specified $50K and up Fee-Based
Dwight Pendola
CFP®
HORIZON WEALTH ADVISORS
9040 Town Center Parkway,
Lakewood Ranch, FL 34202
11 Not Specified Not Specified Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only
Brian Puckett
CFP®, CPA, PFS
ALIGN WEALTH
125 5th Street South Suite 201,
St Petersburg, FL 33701
25 $1000000 Not Specified Not Specified
Jonathan Briggs
CFP®
BRIA CAPITAL GROUP, LLC
2909 W Bay to bay Blvd,
Suite 402,
Tampa, FL 33629
12 $52,000,000 Not Specified Fee-Based
Michael Lehman
CFP®
FOCUS WEALTH STRATEGIES
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Armand Atkinson
CFP®, ChFC®, CIMA®, AIF®, CDFA®, CLU®
ADVANCED WEALTH PLANNING GROUP
5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609
15 Not Specified Not Specified Fee-Based
Severin Investments, LLC
MBA
SEVERIN INVESTMENTS, LLC
28100 US 19 North,
Suite 311,
Clearwater, FL 33761
27 100,000,000 $500,000.00 Fee-Based
John Salomon
CFP®, CPA
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi, FL 33914
23 $140,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Bradenton

Qualifications CRD# 3259135
Firm CRD# 143451
Series 65

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


Office Location Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton,
FL
34208
Phone Number 941-739-5006

About Assurity Financial Group

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# 5419103
Firm CRD# 148338
Series 66

Compensation/Fee Fee-Based


Office Location 9040 Town Center Parkway,
Lakewood Ranch,
FL
34202
Phone Number 910-352-0751

Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida. A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors. Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

About Horizon Wealth Advisors

Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence. Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement. It is our fiduciary duty to provide suitable investment advice and always act in your best interest.


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 6151 Lake Osprey Drive, Third Floor,
Sarasota,
FL
34240
Phone Number 941-924-9300

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications CRD# 2447457

Compensation/Fee Based on Assets, Flat Fee


Office Location 125 5th Street South Suite 201,
St Petersburg,
FL
33701
Phone Number 727-455-0033

About Align Wealth

In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted advice, and paying too much in taxes, commissions, and fees.We solve these problems. Our passion is helping you make the most of your one financial life. At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf,and complete transparency.

Advisory Services Provided:

Financial Planning, Wealth Management, Investment Advice & Management


Qualifications CRD# 5809575
Firm CRD# 175258
Series 65

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


Office Location 2909 W Bay to bay Blvd,
Suite 402,
Tampa,
FL
33629
Phone Number 813-448-1122

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm. Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support! Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.

About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

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


Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based


Office Location 3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

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, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5167229
Firm CRD# 112097
Series 7, 66

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


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

About Advanced Wealth Planning Group

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 childrens 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 Firm CRD# 166567
Series 65, 66

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


Office Location 28100 US 19 North,
Suite 311,
Clearwater,
FL
33761
Phone Number 727-204-5911

About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial 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, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 3035112
Firm CRD# 152964
Series 63

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


Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
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.

About J2 Capital Management, Inc.

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 Bradenton, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Peninsula Asset Management Inc
1001 3rd Avenue West , Suite 220,
Bradenton, FL 34205
$290,588,964 392 A percentage of AUM
Setchfield Asset Management
392 Aruba Circle , Unit 101,
Bradenton, FL 34209
$157,000,000 250 A percentage of AUM

    List of Additional Advisors in Bradenton, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barbara W Johnson
    Inquire with Barbara
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7924
    J Michael La Bree
    Inquire with J
    2310 Manatee Ave W, Bradenton, FL  34205 941-758-5910
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7900
    LifeLong Financial
    Inquire with LifeLong
    5515 21st Ave W., Suite A, Bradenton, FL  34209 941-792-1010
    Williams Wealth Management Group Inc.
    Inquire with Williams
    3639 Cortez Road West, Suite 225, Bradenton, FL  34210 941-756-4500
    Gary W. Plum
    Inquire with Gary
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7915
    Rich Morris, FWA
    Inquire with Rich
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7915
    J. Ryan Denton
    Inquire with J.
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7915
    The Dill Johnson Group
    Inquire with Dill
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7913
    Bobby Latessa
    Inquire with Bobby
    1401 Manatee Ave West, Ste 1110, Bradenton, FL  34205 941-714-7915
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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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      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?