Financial Advisors in Florida
Browse 1,264 financial advisors in Florida — page 9 of 27.
divisadero street capital management, lp
miami, FL
dmk advisor group, inc.
lutz, FL
dock street asset management inc
palm beach, FL
doma perpetual capital management llc
miami, FL
dorman financial management, p.a.
maitland, FL
doubleline alternatives lp
tampa, FL
doubleline capital lp
tampa, FL
doubleline etf adviser lp
tampa, FL
dougherty investment advisors
spring hill, FL
douglas capital management inc
jacksonville, FL
dow family office advisory, llc
lakewood ranch, FL
dowling capital partners
vero beach, FL
downtown wealth studios, llc
miami, FL
doxara capital lp
jacksonville, FL
dragus capital, llc
coral gables, FL
dreamit ventures
estero, FL
dreams investment solutions
sarasota, FL
driftwood advisors, llc
coral gables, FL
dsm capital partners
palm beach gardens, FL
dudley & shanley, inc.
palm beach, FL
dunn capital management
stuart, FL
dwight securities management llc
sunny isles beach, FL
dynamic core capital partners
jacksonville beach, FL
dynasty wealth management, llc
St. Petersburg, FL
e. batoff & co., inc.
tampa, FL
eagle asset management inc
St. Petersburg, FL
eaton financial group
coral springs, FL
echelon investment partners lp
boca raton, FL
econologics financial advisors
largo, FL
edmp, inc.
lutz, FL
efg private wealth management (americas) corp.
miami, FL
eightfold real estate capital, l.p.
miami, FL
eir partners capital, lp
miami, FL
ekanta wealth advisors llc
coconut grove, FL
el menudo cuenta llc
miami, FL
electric feel ventures llc
miami, FL
element pointe family office
miami, FL
elevate financial planning and wealth management
St. Petersburg, FL
elevation advisory partners llc
orlando, FL
elion partners, llc
miami, FL
elliott investment management l.p.
west palm beach, FL
emcee invest
miami, FL
encore finance group, l.l.c.
hollywood, FL
encore housing opportunity fund investment manager, llc
boca raton, FL
entelevest, llc
coral gables, FL
epic advisory services corp
boca raton, FL
epiphanly advisory, llc
aventura, FL
eschaton opportunities fund management lp
miami, 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.