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Top Rated Financial Advisors in Florida
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Florida near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Armand Atkinson
Advanced Wealth Planning Group
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
RBC Correspondent Services
Brian Messick
WeberMessick Weath Management; affiliation through LPL Financial
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
Jerry Bulaclac
RadiantVest
Additional Information:
Years of Experience:
19 Years
- Fee-Only
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC, Charles Schwab, Fidelity
Lemar Williams
LPL Financial - Traditions Wealth and Legacy Planning
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
Steven Hartman
Privada Wealth Management
Additional Information:
Years of Experience:
32 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Financial Planning for Individuals
- Investment Advice & Management
Financial Services Provided:
David H. Morgan
R.E.A.P., Llc
Additional Information:
Years of Experience:
28 Years
- Fee-Based
Fee Structure
Asset Requirement: $25,000
Name(s) of Custodian(s):
TDAmeritrade, Schwab
Dustin Rinaldi
Rinaldi Wealth Management
Additional Information:
Years of Experience:
16 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Jimmy Gonzalez
Anthem Advisors
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
Name(s) of Custodian(s):
Fidelity, TD Ameritrade & Betterment Institutional
John Salomon
J2 Capital Management, Inc.
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Portfolio Management
- Financial Planning for Individuals
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade/Charles Schwab
Charles Helme
BH Asset Management, LLC
Additional Information:
Years of Experience:
30 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.
Jason Kohut
Signet Financial Management, LLC
Additional Information:
Years of Experience:
20 Years
- Fee-Only
Fee Structure
Asset Requirement: $50,000,000
- Portfolio Management
- Retirement Planning
- Risk Management
- Financial Advice & Consulting
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade & Charles Schwab
Nathan Helms
LPL Financial
Additional Information:
Years of Experience:
14 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
John Browning
Guardian Rock Wealth
Additional Information:
Years of Experience:
32 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
McDonough Capital Management
Additional Information:
Years of Experience:
37 Years
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Financial Planning for Individuals
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, National Financial Services
National Wealth Management Group, LLC
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
TS Financial Group, LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Matthew Fenedick
MF Advisers
Additional Information:
Years of Experience:
24 Years
- Hourly
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)
Michael Franklin
Franklin Legacy Financial
Additional Information:
Years of Experience:
14 Years
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Pershing, LLC
Dock Street Asset Management
Additional Information:
Years of Experience:
18 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Education Funding and Planning
Financial Services Provided:
King Tide Advisors
Additional Information:
Years of Experience:
12 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Ryan Berman
Chesapeake Asset Management
Additional Information:
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
- Insurance Products & Annuities
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, Pershing LLC
Top vetted financial advisors in Florida by cities
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