Find Top Financial Advisors in Fort Walton 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 Fort Walton Beach, Florida
Last Updated - 09-Aug-2022

Fort Walton Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 0 non-vetted advisors in your local area. These financial advisors in Fort Walton Beach, Florida have an average of 28 years of experience.

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

Qualified Financial Advisors in Fort Walton Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Clay Anderson
1414 N 10th Ave,
Pensacola, FL 32503
21 $50000000 $100,000 Fee-Only
Robert W Scullen
2760 Semoran Circle,
Pensacola, FL 32503
35 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Fort Walton Beach

Qualifications CRD# 5268282
Firm CRD# 142583

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

Office Location 1414 N 10th Ave,
Phone Number 303-264-4797

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

About Ascendance Wealth

We exist to pursue maximum financial returns for all our clients through efficient use of risk suitable for each.

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# 807388
Firm CRD# 141413
Series 65

Compensation/Fee Fee-Based

Office Location 2760 Semoran Circle,
Phone Number 850-262-9360

Robert W. Scullen, CFP®.
Bob is a highly experienced financial planner and investment advisor representative of Brookstone Capital Management. Upon graduating from the United States Air Force Academy, Bob proudly served as a pilot in the United States Air Force. After leaving active duty, he began his career in financial services. Bob has helped many families and individuals develop plans to achieve their financial needs and goals. As a CFP®, he is held to a fiduciary standard which requires him to put his clients interests ahead of his own. His experience includes retirement and income planning and implementing investment strategies consistent with the needs, abilities and risk tolerance of each client. Bob has extensive experience in charitable giving strategies and estate planning and has represented a national charity advising donors and clients to maximize their financial and philanthropic needs and goals.

About Brookstone Capital Management LLC

At Scullen Wealth Management, we take our role of fiduciary very seriously and act in the best interests of our clients. We are proud to represent Brookstone Capital Management. We believe that being affiliated with Brookstone enables us to offer the expertise and customized opportunities to help our clients build long term, risk managed portfolios tailored to meet their unique financial goals. Brookstone Capital Management was founded in 2006, has more than 50,000 clients and more than $8 Billion in assets under management. Brookstone Capital Management takes an objective approach to every strategy and investment recommended. Brookstone offers a diverse universe of investments to align with the individual situations of each investor. Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client's risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounding returns. Our Mission We strive to conduct our business according to the highest standards of Honesty, Integrity, and Fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Insurance Products & Annuities

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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?