banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

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.

badge

Armand Atkinson

Advanced Wealth Planning Group
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC®
Armand Atkinson, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Armand holds a CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC® certification. Armand has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    RBC Correspondent Services

badge

Brian Messick

WeberMessick Weath Management; affiliation through LPL Financial
CPA, CFP®
Brian Messick, a financial fiduciary, provides financial services to clients in the St. Petersburg, Florida area. Brian holds a CPA, CFP® certification. Brian has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

badge

Jerry Bulaclac

RadiantVest
Jerry Bulaclac, a financial fiduciary, provides financial services to clients in the Valrico, Florida area. Jerry has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Only
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Pershing LLC, Charles Schwab, Fidelity

badge

Lemar Williams

LPL Financial - Traditions Wealth and Legacy Planning
CFP®, CPWA®, CLU®
Lemar Williams, a financial fiduciary, provides financial services to clients in the Lake Mary, Florida area. Lemar holds a CFP®, CPWA®, CLU® certification. Lemar has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

badge

Steven Hartman

Privada Wealth Management
AAMS®, AIF®
Steven Hartman, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Steven holds a AAMS®, AIF® certification. Steven has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
badge

David H. Morgan

R.E.A.P., Llc
CEP®, CFF, MSFS, CEA, RMA
David H. Morgan, a financial fiduciary, provides financial services to clients in the Jacksonville, Florida area. David holds a CEP®, CFF, MSFS, CEA, RMA certification. David has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $25,000

    Name(s) of Custodian(s):
    TDAmeritrade, Schwab

badge

Dustin Rinaldi

Rinaldi Wealth Management
AWMA®, CFP®, CRPC®
Dustin Rinaldi, a financial fiduciary, provides financial services to clients in the Bonita Springs, Florida area. Dustin holds a AWMA®, CFP®, CRPC® certification. Dustin has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

badge

Jimmy Gonzalez

Anthem Advisors
CRPC®
Jimmy Gonzalez, a financial fiduciary, provides financial services to clients in the Coral Gables, Florida area. Jimmy holds a CRPC® certification. Jimmy has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    Fidelity, TD Ameritrade & Betterment Institutional

badge

John Salomon

J2 Capital Management, Inc.
CPA, CFP®
John Salomon, a financial fiduciary, provides financial services to clients in the Cape Coral, Florida area. John holds a CPA, CFP® certification. John has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Financial Planning for Individuals
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade/Charles Schwab

badge

Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, provides financial services to clients in the Miami, Florida area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

badge

Jason Kohut

Signet Financial Management, LLC
Jason Kohut, a financial fiduciary, provides financial services to clients in the Naples, Florida area. Jason has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $50,000,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Financial Advice & Consulting
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade & Charles Schwab

badge

Nathan Helms

LPL Financial
CFP®, CIMA®, CRPC®
Nathan Helms, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Nathan holds a CFP®, CIMA®, CRPC® certification. Nathan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

John Browning

Guardian Rock Wealth
John Browning, a financial fiduciary, provides financial services to clients in the Palm Springs, Florida area. John has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

McDonough Capital Management

CFP®
McDonough Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Orlando, Florida area.

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab, National Financial Services

badge

National Wealth Management Group, LLC

National Wealth Management Group, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Ormond Beach, Florida area.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

TS Financial Group, LLC

TS Financial Group, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Safety Harbor, Florida area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Matthew Fenedick

MF Advisers
CPA
Matthew Fenedick, a financial fiduciary, provides financial services to clients in the Jensen Beach, Florida area. Matthew holds a CPA certification. Matthew has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)

badge

Michael Franklin

Franklin Legacy Financial
Michael Franklin, a financial fiduciary, provides financial services to clients in the Oviedo, Florida area. Michael has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Pershing, LLC

badge

King Tide Advisors

CFP®, CTFA, ATFA
King Tide Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Palm City, Florida area.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

badge

Ryan Berman

Chesapeake Asset Management
Ryan Berman, a financial fiduciary, provides financial services to clients in the Boca Raton, Florida area. Ryan has over years of experience.

Additional Information:

    Fee Structure

  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab, Pershing LLC

Top vetted financial advisors in Florida by cities

Frequently Asked Questions

Get Matched With Advisors