Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 23 of 27.
skye global management lp
west palm beach, FL
skyview financial group, llc
ponte vedra beach, FL
slatestone wealth llc
jupiter, FL
slavic mutual funds management corp.
boca raton, FL
slavic wealth management, inc.
boca raton, FL
smartx advisory solutions
west palm beach, FL
smith asset management co., llc
chiefland, FL
smith bruer
tallahassee, FL
snowpoint ventures management, llc
palm beach, FL
sollinda capital management llc
miami, FL
solomon api llc
rockledge, FL
sound income strategies, llc
Fort Lauderdale, FL
southcol advisors
naples, FL
southocean capital partners, llc
Fort Lauderdale, FL
sparrow wealth management
orlando, FL
spectra investment management, llc
stuart, FL
spirepoint private client, llc
vero beach, FL
spraker west wealth management, inc
winter park, FL
sprout capital partners management, llc
cooper city, FL
spyrnal financial group
bokeelia, FL
srt group llc
west palm beach, FL
st. johns investment management company, llc
jacksonville, FL
st. nicholas private asset management, inc.
jacksonville, FL
starwood capital group management, l.l.c.
miami beach, FL
statetrust capital, llc.
boca raton, FL
steeleharbour management company llc
sarasota, FL
stellation management llc
miami beach, FL
sterling bridge financial group llc
palm harbor, FL
sterling investment management
west palm beach, FL
sterling wealth advisors, inc.
plantation, FL
stewardship advisory group, llc
clermont, FL
stillwater wealth management group llc
juno beach, FL
stone house partners
bay harbor islands, FL
stonebridge financial planning group, llc
orlando, FL
stonex international advisors inc
miami, FL
storge
coral gables, FL
storms & rowdon financial services, inc.
ormond beach, FL
storr group
west palm beach, FL
straightpath management inc
jupiter, FL
strategic asset management group advisors
pompano beach, FL
stratos technologies capital management llc
miami, FL
strenta investment management services, llc
miami, FL
strike capital
miami beach, FL
strivus wealth partners llc
jacksonville beach, FL
strlex
lake nona, FL
stronghold wealth management l.l.c.
tampa, FL
structure wealth partners llc
orlando, FL
stwd investment management, llc
miami beach, 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.