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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Vero Beach
has
3
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
21
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 |
| Matthew Fenedick
CPA MF ADVISERS 3895 NW Deer, Oak Drive, Jensen Beach, FL 34957 |
24 | Not Specified | Not Specified | Not Specified |
| Kingtide 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 |
Qualifications
CRD# 2655724
Compensation/Fee Based on Assets, Hourly
Office Location
3895 NW Deer,
Oak Drive,
Jensen Beach,
FL
34957
Phone Number
561-329-1296
Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice and financial planning. Our business is NOTHING without our clients.At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.
Advisory Services Provided:
Financial Planning, Investment Advice & Management
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
Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, driving multiple business development activities across the company, focused on client service, and growing the client business to over $150 million. Ross provides comprehensive financial planning through a personal approach for each client. Ross is passionate about helping every client review their personal situation - this includes developing the right financial planning steps, the appropriate investment strategy, and estate planning considerations. Ross holds the CFP® - CERTIFIED FINANCIAL PLANNER" designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Previously, Ross operated a ship brokerage company and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant.
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, Based on Assets, Commissions, Flat Fee, Hourly
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.
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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