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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.

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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

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Brian Messick

WeberMessick Weath Management
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

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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

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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

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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
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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

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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

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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

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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

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Michael Most

Savvy Advisors, Inc
Michael Most, a financial fiduciary, provides financial services to clients in the Fort Lauderdale, Florida area. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 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
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Daniel Pappas

DWF Wealth Management
CFP®
Daniel Pappas, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Daniel holds a CFP® certification. Daniel has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
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Eric Lasso

Edelman Financial Engines, LLC
CFP®
Eric Lasso, a financial fiduciary, provides financial services to clients in the Orlando, Florida area. Eric holds a CFP® certification. Eric has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

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Mark Rowley

Edelman Financial Engines, LLC
CRPC
Mark Rowley, a financial fiduciary, provides financial services to clients in the Plantation, Florida area. Mark holds a CRPC certification. Mark has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

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Paul Dau

Edelman Financial Engines, LLC
CFP®
Paul Dau, a financial fiduciary, provides financial services to clients in the Melbourne, Florida area. Paul holds a CFP® certification. Paul has over 34 years of experience.

Additional Information:

Years of Experience:
34 Years

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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
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Gradepoint Financial, llc

GradePoint Financial, 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: $250,000

    Financial Services Provided:

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

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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

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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

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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

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