Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 20 of 27.
primoris wealth advisors, llc
north palm beach, FL
prince asset management, inc.
sarasota, FL
principia global capital llc
miami, FL
priority senior secured income management, llc
west palm beach, FL
private capital management
naples, FL
private client advisor group, llc
palm city, FL
private value management, lp
neptune beach, FL
private wealth group, llc
tampa, FL
proathlete wealth management llc
boca raton, FL
professional advisory services inc
vero beach, FL
proper wealth
tallahassee, FL
prospect capital management l.p.
west palm beach, FL
prospect credit reit advisor, llc
west palm beach, FL
prospect enhanced yield management, llc
west palm beach, FL
provenance wealth advisors
Fort Lauderdale, FL
provise management group, llc
clearwater, FL
proxy wealth advisors llc
windermere, FL
psi advisors, llc
tampa, FL
pullen investment management
bradenton, FL
punch card management
winter park, FL
qp wealth management, llc
boca raton, FL
qso capital management llc
Fort Lauderdale, FL
qtr family wealth, llc
lake mary, FL
quadrance capital partners, llc
miami, FL
qualtus investment partners llc
key biscayne, FL
quant alpha decisions llc
naples, FL
quantitative systematic strategies llc
St. Augustine, FL
quantum private wealth, llc
tampa, FL
questmont virtual family office, llc
tampa, FL
r.g. niederhoffer capital management, inc.
sunny isles beach, FL
r01 capital manager llc
miami beach, FL
rainey & randall wealth advisors, inc.
celebration, FL
ralicki wealth management & trust services
stuart, FL
rall capital management, inc.
rockledge, FL
ram realty advisors llc
palm beach gardens, FL
ranch capital advisors inc.
sarasota, FL
ratan capital management, lp
miami, FL
raven music partners llc
palm beach gardens, FL
raymond james & associates, inc.
St. Petersburg, FL
raymond james financial services advisors, inc
St. Petersburg, FL
raymond james investment management
St. Petersburg, FL
rbf capital management, inc.
sarasota, FL
rbi advisors llc
miami, FL
rch capital, llc
St. Petersburg, FL
rd lewis wealth management
maitland, FL
rea financial
orlando, FL
reality financial planning services, llc
sarasota, FL
red oak partners, llc
boca raton, 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.