Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 24 of 27.
successful portfolios llc
clearwater, FL
sugar free capital management company, llc
bal harbour, FL
summit wealth partners, llc
orlando, FL
sun capital advisors, l.p.
boca raton, FL
suncoast equity management, llc
tampa, FL
sundial wealth llc
boca raton, FL
sunrise manager llc
west palm beach, FL
sunstate wealth management llc
coral gables, FL
surmount ventures management llc
south miami, FL
sw iteram us advisors
miami, FL
synergy investment management llc
altamonte springs, FL
syntax research, inc.
boca raton, FL
tactive advisors, llc
sarasota, FL
tallvine partners management lp
coral gables, FL
tampa bay ventures, llc
tampa, FL
targeted financial services, llc
seminole, FL
tcg strategic income advisor llc
west palm beach, FL
techfarms capital management, llc
pensacola, FL
templeton investment counsel, llc
Fort Lauderdale, FL
templum capital
miami beach, FL
teramo advisors, llc
naples, FL
terracap management llc
naples, FL
the ambrus group llc
tampa, FL
the atlas financial group
miami, FL
the baldwin group wealth advisors, llc
tampa, FL
the high net worth advisory group, llc
naples, FL
the holland group, retirement wealth advisors, llc
clearwater, FL
the institute of financial wellness, llc
Fort Lauderdale, FL
the legaltech fund management co., l.l.c.
Fort Lauderdale, FL
the life wealth group
winter garden, FL
the palmer knight company
jacksonville, FL
the praedium group llc
boca raton, FL
the stagwell group llc
miami beach, FL
the tenret company, llc
tampa, FL
the venture city management, llc
miami, FL
the venture collective llc
miami beach, FL
third lake partners, llc
tampa, FL
thomas j. herzfeld advisors, inc.
miami beach, FL
thursday ventures management llc
brandon, FL
thurston advisors
vero beach, FL
tidal fund manager llc
palm beach, FL
tiempo capital partners
miami, FL
tim looney investments, llc
longwood, FL
timothy partners, ltd.
maitland, FL
timucuan asset management inc
jacksonville, FL
tlg capital management, llc
west palm beach, FL
tls advisors llc
miami, FL
tmc associates llc
naples, 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.