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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
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
Daniel Spalding
Focus Wealth Strategies, LLC
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- 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:
James M Luongo
Luongo Wealth Management
Additional Information:
Years of Experience:
35 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
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
Jorge I. Blanco
Success Wealth Management
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Maria Giacalone-Mozo
LPL Financial
Additional Information:
Years of Experience:
8 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Meredith Freeman
Accurate Advisory Group
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Russell Stout
Excelsior Wealth Partners
Additional Information:
Years of Experience:
20 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:
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:
Vivienne Schleu
Alpina Financial Consultants
Additional Information:
Years of Experience:
30 Years
- Fee-Based
- Hourly
- Commissions
- 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:
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
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
Daniel Pappas
DWF Wealth Management
Additional Information:
Years of Experience:
25 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Nathan Helms
Accurate Wealth Management, LLC
Additional Information:
Years of Experience:
17 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:
Patricia Chevalier
Prudential
Gradepoint Financial, llc
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- 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
Dynasty Wealth Management, LLC
Additional Information:
Years of Experience:
30 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines LLC
Additional Information:
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
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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