Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 18 of 27.
northbridge financial group, llc
tampa, FL
northstar financial planners, inc.
plantation, FL
notch view capital management, llc
miami, FL
nova wealth management, inc.
bonita springs, FL
novak & powell financial services, inc.
St. Petersburg, FL
ntv frontier management
naples, FL
ntv prosperity management
naples, FL
numa
miami, FL
nuverse advisors llc
hallandale beach, FL
nverses capital, llc
wellington, FL
o'leary ventures management, l.p.
miami, FL
obion capital management lp
miami, FL
oc investment management lp
miami, FL
occudo quantitative strategies lp
Fort Lauderdale, FL
oceanis financial advisors, inc.
miami, FL
octogone na
miami, FL
omaha beach capital, llc
aventura, FL
omnia family wealth, llc
aventura, FL
omnitrust wealth management, inc.
jacksonville, FL
one + one wealth management, llc
jupiter, FL
one stone partners l.l.c.
miami, FL
one wealth investors
boca raton, FL
opal capital llc
boca raton, FL
openvest
miami, FL
opinicus
tampa, FL
orange avenue advisors llc
orlando, FL
orange investment advisors, llc
winter park, FL
orca capital, llc
miami, FL
orca wealth management, llc
new port richey, FL
orlando funeral advisors llc
orlando, FL
osa capital llc
miami, FL
osceola capital management
tampa, FL
osprey capital management corp.
miami beach, FL
ot advisors llc
boca raton, FL
ott family holding
orlando, FL
oxenfree financial
melbourne, FL
oxford wealth group, llc
orlando, FL
palatine fund advisors, llc
miami, FL
palisades hudson asset management, l.p.
Fort Lauderdale, FL
palm beach capital management iii, llc
west palm beach, FL
palm peak capital, llc
boca raton, FL
palm tree crew management
miami, FL
palm valley capital management
jacksonville beach, FL
palm wealth partners
boca raton, FL
panoramika advisors inc.
miami, FL
parable wealth advisors
St. Augustine, FL
paradigm investment management
miami, FL
parady wealth management
the villages, FL
Frequently Asked Questions
How much does a financial advisor cost in Florida?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.