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Top Rated Financial Advisors in Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Puckett

Align Wealth Management
CFP® CPA PFS
Brian Puckett is a financial fiduciary at Align Wealth Management. Brian Puckett has been a Paladin Registry member since 2004 and serves clinets in St Petersburg, Florida.

Brian holds Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 25 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Oklahoma
    • Texas

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Edward McDonough

McDonough Capital Management
CFP®
Edward McDonough is a financial fiduciary at McDonough Capital Management. Edward McDonough has been a Paladin Registry member since 2006 and serves clinets in Orlando, Florida.
Edward holds Certified Financial Planner and has over 33 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Investment Products for Commission: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Insurance Products for Commission: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • National Financial Services

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dr. Jeff Camarda

Camarda Wealth Advisory Group
CFA® EA
Dr. Jeff Camarda is a financial fiduciary at Camarda Wealth Advisory Group. Dr. Jeff Camarda has been a Paladin Registry member since 2009 and serves clinets in Fleming Island, Florida.

Dr. Jeff holds Chartered Financial Analyst , Enrolled Agent certifications and has over 32 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

George Kiraly

LodeStar Advisory Group, LLC
CFP® MBA
George Kiraly is a financial fiduciary at LodeStar Advisory Group, LLC. George Kiraly has been a Paladin Registry member since 2007 and serves clinets in Naples, Florida.

George holds Certified Financial Planner , Master Business Administration certifications and has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Edward Schmitzer

River Capital Advisors, L.C.
CFP® CPA PFS
Edward Schmitzer is a financial fiduciary at River Capital Advisors, L.C.. Edward Schmitzer has been a Paladin Registry member since 2007 and serves clinets in Jacksonville, Florida.

Edward holds Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 30 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Colorado
    • Connecticut
    • District of Columbia
    • Florida
    • Georgia
    • South Carolina

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Schwab Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Fenedick

MF Advisers, Inc.
CPA
Matthew Fenedick is a financial fiduciary at MF Advisers, Inc.. Matthew Fenedick has been a Paladin Registry member since 2013 and serves clinets in Jensen Beach, Florida.
Matthew holds Certified Public Accountant and has over 24 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Pennsylvania
    • Texas

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • ASPire
  • Nationwide (formerly Jefferson National)

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Lapides

Matthew Lapides
CFP®
Matthew Lapides is a financial fiduciary at Matthew Lapides . Matthew Lapides has been a Paladin Registry member since 2014 and serves clinets in Coral Gables, Florida.
Matthew holds Certified Financial Planner and has over 23 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Schwab
  • Millennium Trust Company

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Harwood

Harwood Financial Group
Robert Harwood is a financial fiduciary at Harwood Financial Group. Robert Harwood has been a Paladin Registry member since 2015 and serves clinets in Tampa, Florida.
Robert Harwood has 9 years of experience as Financial fiduciary.
  • State Licences:
  • Investment Products for Commission: State List
    • Alabama
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • Minnesota
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • Tennessee
    • Texas
  • Insurance Products for Commission: State List
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Michigan
    • North Carolina
    • Texas

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Morgan

R.E.A.P., LLC & REAP in Wealth Management, LLC
CEP™
David Morgan is a financial fiduciary at R.E.A.P., LLC & REAP in Wealth Management, LLC. David Morgan has been a Paladin Registry member since 2015 and serves clinets in Flagler Beach, Florida.
David holds Certified Estate Planner and has over 24 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
  • Investment Products for Commission: State List
    • Florida
    • Georgia
  • Insurance Products for Commission: State List
    • Florida
    • Georgia

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TDAmeritrade Institutional
  • Charles Schwab Institutional
  • ScotTrade Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Franklin

Franklin Legacy Financial, LLC
Michael Franklin is a financial fiduciary at Franklin Legacy Financial, LLC. Michael Franklin has been a Paladin Registry member since 2016 and serves clinets in Oviedo, Florida.
Michael Franklin has 14 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: Florida
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Pershing, LLC

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joseph Brockman

Brockman Wealth & Capital LLC
CFP®
Joseph Brockman is a financial fiduciary at Brockman Wealth & Capital LLC. Joseph Brockman has been a Paladin Registry member since 2017 and serves clinets in Naples, Florida.
Joseph holds Certified Financial Planner and has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Florida
    • Indiana
    • Michigan
    • Nevada
    • New York
    • Ohio
    • Tennessee
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Florida
    • Indiana
    • Michigan
    • Nevada
    • New York
    • Ohio
    • Tennessee
  • Insurance Products for Commission: State List
    • Florida
    • Michigan

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity Custody and Clearing Services

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Berman

Cherry Lane Capital LLC
Cherry Lane Capital LLC, a financial advisory firm, has been a Paladin Registry member since . Cherry Lane Capital LLC provides financial services to clients in the Boca Raton, Florida.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • Florida
    • New Jersey
    • New York

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Interactive Brokers

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Isaac Hartmann

Allen & Company of Florida, Inc.
CFA® CFP®
Isaac Hartmann is a financial fiduciary at Allen & Company of Florida, Inc.. Isaac Hartmann has been a Paladin Registry member since 2019 and serves clinets in Lakeland, Florida.

Isaac holds Chartered Financial Analyst , Certified Financial Planner certifications and has over 15 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Louisiana
    • Missouri
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • West Virginia
  • Investment Products for Commission: State List
    • Alabama
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Louisiana
    • Missouri
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • West Virginia
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • First Clearing, LLC

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D. Michael Burleigh

Peak Capital Management
CSA
D. Michael Burleigh is a financial fiduciary at Peak Capital Management . D. Michael Burleigh has been a Paladin Registry member since 2019 and serves clinets in Stuart, Florida.
D. Michael holds Certified Senior Advisor and has over 27 years of experience.
  • State Licences:
  • Insurance Products for Commission: State List
    • Florida
    • North Carolina

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fixed Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Cox

Continuum Wealth Partners
AEP® ChFC® WMS RICP™
Robert Cox is a financial fiduciary at Continuum Wealth Partners. Robert Cox has been a Paladin Registry member since 2019 and serves clinets in Clearwater, Florida.

Robert holds Accredited Estate Planner® , Chartered Financial Consultant , Wealth Management Specialist , Retirement Income Certified Professional certifications and has over 24 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Florida
    • Georgia
    • Illinois
    • Nevada
    • New York
    • North Carolina
    • Oregon
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Florida
    • Georgia
    • Illinois
    • Nevada
    • New Jersey
    • New York
    • Oregon
    • Texas
    • Virginia
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jimmy Gonzalez

Anthem Advisors LLC
Anthem Advisors LLC, a financial advisory firm, has been a Paladin Registry member since . Anthem Advisors LLC provides financial services to clients in the Miami, Florida.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Fidelity
  • TD Ameritrade
  • Betterment

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Martin, CFP®, CeXP

Scott Martin, CFP®, CeXP
CFP®
Scott Martin, CFP®, CeXP is a financial fiduciary at Scott Martin, CFP®, CeXP . Scott Martin, CFP®, CeXP has been a Paladin Registry member since 2020 and serves clinets in Lake Mary, Florida.
Scott Martin, CFP®, holds Certified Financial Planner and has over 36 years of experience.

Additional Information:

Years of Experience:
36 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Justin Shure, MSF, CFP®

Justin Shure, MSF, CFP®
CFP®
Justin Shure, MSF, CFP® is a financial fiduciary at Justin Shure, MSF, CFP® . Justin Shure, MSF, CFP® has been a Paladin Registry member since 2020 and serves clinets in Miami, Florida.
Justin Shure, MSF, holds Certified Financial Planner and has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Fixed Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joshua Krafchick

Joshua Krafchick
Joshua Krafchick is a financial fiduciary at Joshua Krafchick . Joshua Krafchick has been a Paladin Registry member since 2020 and serves clinets in Ponte Vedra Beach, Florida.
Joshua Krafchick has 7 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Riggins

Matthew Riggins
CFP® EA
Matthew Riggins is a financial fiduciary at Matthew Riggins . Matthew Riggins has been a Paladin Registry member since 2020 and serves clinets in Jacksonville, Florida.

Matthew holds Certified Financial Planner , Enrolled Agent certifications and has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Asset-Based Fee
  • Fixed Fee
  • Hourly Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Smathers

Smathers Financial Group, Inc
William Smathers is a financial fiduciary at Smathers Financial Group, Inc. William Smathers has been a Paladin Registry member since 2020 and serves clinets in The Villages, Florida.
William Smathers has 20 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gar Urette

Gar Urette
CFA®
Gar Urette is a financial fiduciary at Gar Urette . Gar Urette has been a Paladin Registry member since 2021 and serves clinets in Tampa, Florida.
Gar holds Chartered Financial Analyst and has over 35 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Lehman

Michael Lehman
CFP®
Michael Lehman is a financial fiduciary at Michael Lehman . Michael Lehman has been a Paladin Registry member since 2021 and serves clinets in Brandon, Florida.
Michael holds Certified Financial Planner and has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven D Kurland

Steven D Kurland
AIF® CFP®
Steven D Kurland is a financial fiduciary at Steven D Kurland . Steven D Kurland has been a Paladin Registry member since 2021 and serves clinets in Maitland, Florida.

Steven holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Rick DiBiasio

Rick DiBiasio
CFP®
Rick DiBiasio is a financial fiduciary at Rick DiBiasio . Rick DiBiasio has been a Paladin Registry member since 2021 and serves clinets in Windermere, Florida.
Rick holds Certified Financial Planner and has over 36 years of experience.

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Stephanie Carreras

Stephanie Carreras
Stephanie Carreras is a financial fiduciary at Stephanie Carreras . Stephanie Carreras has been a Paladin Registry member since 2021 and serves clinets in Boca Raton, Florida.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sean Casterline

Delta Capital Management
CFA® CFP®
Sean Casterline is a financial fiduciary at Delta Capital Management. Sean Casterline has been a Paladin Registry member since 2021 and serves clinets in Maitland, Florida.

Sean holds Chartered Financial Analyst , Certified Financial Planner certifications and has over 30 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Louisiana
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Charles Schwab Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Clay Anderson

Clay Anderson
Clay Anderson is a financial fiduciary at Clay Anderson . Clay Anderson has been a Paladin Registry member since 2021 and serves clinets in Pensacola, Florida.

Additional Information:

    Fee Structure

  • Asset-Based Fee
  • Fixed Fee
  • Hourly Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Chad Michaels

Chad Michaels
Chad Michaels is a financial fiduciary at Chad Michaels . Chad Michaels has been a Paladin Registry member since 2021 and serves clinets in Bokeelia, Florida.

Additional Information:

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Alaa Ali

StateTrust
Alaa Ali is a financial fiduciary at StateTrust. Alaa Ali has been a Paladin Registry member since 2021 and serves clinets in Boca Raton, Florida.

Additional Information:

    Fee Structure

  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Florida by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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