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Find Top Financial Advisors in Lutz, 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 Lutz, Florida
Last Updated - 03-Aug-2022

Lutz has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 6 non-vetted advisors in your local area. These financial advisors in Lutz, Florida have an average of 21 years of experience.

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

Qualified Financial Advisors in Lutz, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
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
Michael Lehman
CFP®
FOCUS WEALTH STRATEGIES
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Brian Puckett
CFP®, CPA, PFS
ALIGN WEALTH
125 5th Street South Suite 201,
St Petersburg, FL 33701
25 $1000000 Not Specified Not Specified

Information on Qualified Financial Advisors in Lutz

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 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 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# 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# 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


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

Firm Name AUM No. of Clients Fee Structure
Pfg Private Wealth Management, Llc
18572 N. Dale Mabry Hwy,
Lutz, FL 33548
$250,698,865 1175 A percentage of AUM
Fixed fees
Edmp, Inc.
136 Whitaker Road , Suite A,
Lutz, FL 33549
$118,128,351 203 A percentage of AUM
Dmk Advisor Group, Inc.
17961 Hunting Bow Circle , Suite 102,
Lutz, FL 33558
$78,267,230 440 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Lutz, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anthony Russo
    Inquire with Anthony
    1868 Highland Oaks Blvd, Ste A, Lutz, FL  33559 727-726-7565
    DiPaolo Financial Group
    Inquire with DiPaolo
    4635 Van Dyke Road, Lutz, FL  33558 813-475-3130
    Saunders Financial
    Inquire with Saunders
    17888 US Highway 41 North, Lutz, FL  33549 813-875-5800
    Allstate Personal Financial Representative: Scott Diehl
    Inquire with Allstate
    18932 N Dale Mabry Hwy, Ste 102, Lutz, FL  33548 813-964-0608
    Edward Jones
    Inquire with Edward
    17856 Hunting Bow Circle, Suite 102, Lutz, FL  33558 813-803-7052
    Edward Jones
    Inquire with Edward
    18932 N Dale Mabry Hwy, Lutz, FL  33548 813-575-8522
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