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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.

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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.

Andrew Gentile

Novem Group
CLTC®, Chartered Leadership Fellow (CLF), CFP®, CLU®, AIF®, CDFA®, ChFC®
Andrew Gentile, a financial fiduciary, provides financial services to clients in the Jupiter, Florida area. Andrew holds the CLTC®, Chartered Leadership Fellow (CLF), CFP®, CLU®, AIF®, CDFA®, ChFC® certifications. Andrew has over 38 years of experience.

Additional Information:

Years of Experience:
38 Years

    Fee Structure

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

    Financial Services Provided:

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

Armand Atkinson

Advanced Wealth Planning Group
CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC®
Armand Atkinson, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Armand holds the CFP®, CIMA®, CLU®, AIF®, CDFA®, ChFC® certifications. 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

    Financial Services Provided:

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

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

D. Michael Burleigh

Peak Capital Management
D. Michael Burleigh, a financial fiduciary, provides financial services to clients in the Stuart, Florida area. D. has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

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

    Asset Requirement: $250,000.00

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

George Jackson

Jackson Wealth Management
CPA, CFP®, CMT®, CFA®, CLU®, ChFC®
George Jackson, a financial fiduciary, provides financial services to clients in the Lake Mary, Florida area. George holds the CPA, CFP®, CMT®, CFA®, CLU®, ChFC® certifications. George has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $500K+

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

H. Lee Little

Jax Wealth Advisors
CFP®
H. Lee Little, a financial fiduciary, provides financial services to clients in the Jacksonville, Florida area. H. holds a CFP® certification. H. has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250K

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Annuities
    • Insurance Planning

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

Huston Lorenzo

Snowden Lane Partners
Huston Lorenzo, a financial fiduciary, provides financial services to clients in the Coral Gables, Florida area. Huston has over 7 years of experience.

Additional Information:

Years of Experience:
7 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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

Joseph J Mastroianni

365 Wealth Partners
CRPC®
Joseph J Mastroianni, a financial fiduciary, provides financial services to clients in the Venice, Florida area. Joseph holds a CRPC® certification. Joseph has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: 500K

    Financial Services Provided:

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

Michael Lehman

Focus Wealth Strategies
CFP®
Michael Lehman, a financial fiduciary, provides financial services to clients in the Brandon, Florida area. Michael holds a CFP® certification. Michael has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $50,000

    Financial Services Provided:

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

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

Rey Descalso

Privada Wealth Management
AAMS®, AIF®
Rey Descalso, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Rey holds the AAMS®, AIF® certifications. Rey has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

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

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • View More
    • Estate Planning & Trusts

Richard Reyes

Wealth and Business Planning Group, LLC
CFP®
Richard Reyes, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Richard holds a CFP® certification. Richard has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

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

    Asset Requirement: 100000

    Financial Services Provided:

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

Al Osgood

Financial Freedom LLC
CFP®
Al Osgood, a financial fiduciary, provides financial services to clients in the Sarasota, Florida area. Al holds a CFP® certification. Al has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Wealth Management
  • Financial Planning for Individuals
  • View More

    Name(s) of Custodian(s):
    Fidelity Investments

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

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

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

David H. Morgan

R.E.A.P., Llc
MSFS, CEA, CFF, RMA, CEP®, CFF, MSFS
David H. Morgan, a financial fiduciary, provides financial services to clients in the Jacksonville, Florida area. David holds the MSFS, CEA, CFF, RMA, CEP®, CFF, MSFS certifications. 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

Dwight Pendola

Horizon Wealth Advisors
CFP®
Dwight Pendola, a financial fiduciary, provides financial services to clients in the Lakewood Ranch, Florida area. Dwight holds a CFP® certification. Dwight has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

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

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 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

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

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 the CPA, CFP® certifications. John has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

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

    Financial Services Provided:

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

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

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More

Robert W Scullen

Brookstone Capital Management LLC
CFP®
Robert W Scullen, a financial fiduciary, provides financial services to clients in the Pensacola, Florida area. Robert holds a CFP® certification. Robert has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Insurance Products & Annuities

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: $500000

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

David Balestriere

Edelman Financial Engines, LLC
CFP®
David Balestriere, a financial fiduciary, provides financial services to clients in the Boca Raton, Florida area. David holds a CFP® certification. David has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Glynis Banhan

Edelman Financial Engines, LLC
CFP®
Glynis Banhan, a financial fiduciary, provides financial services to clients in the Aventura, Florida area. Glynis holds a CFP® certification. Glynis has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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: $500,000.00

    Financial Services Provided:

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

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

Jonathan Briggs

BRIA Capital Group, LLC
CFP®
Jonathan Briggs, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Jonathan holds a CFP® certification. Jonathan has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

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

    Financial Services Provided:

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

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

Kevin Kroskey

True Wealth Design, LLC
MBA, CFP®
Kevin Kroskey, a financial fiduciary, provides financial services to clients in the Naples, Florida area. Kevin holds the MBA, CFP® certifications. Kevin has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • View More

    Name(s) of Custodian(s):
    Pershing, TD Ameritrade, Schwab

Ali Zafar

Morgan Stanley
Ali Zafar, a financial fiduciary, provides financial services to clients in the Boca Raton, Florida area. Ali has over 7 years of experience.

Additional Information:

Years of Experience:
7 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
  • View More
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts
    • Insurance Products & Annuities

David Appleby

Assurity Financial Group
CASL®, RFC®, EA, CLU®, QFP®, CTS
David Appleby, a financial fiduciary, provides financial services to clients in the Bradenton, Florida area. David holds the CASL®, RFC®, EA, CLU®, QFP®, CTS certifications. David has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

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

    Asset Requirement: $50K and up

    Name(s) of Custodian(s):
    First clearing LLC (Affiliated with Wells Fargo Bank)

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:
33 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, National Financial Services

Brian Puckett

Align Wealth
CPA, CFP®, PFS
Brian Puckett, a financial fiduciary, provides financial services to clients in the St Petersburg, Florida area. Brian holds the CPA, CFP®, PFS certifications. Brian has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Investment Advice & Management
  • View More

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

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:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: 500,000

    Financial Services Provided:

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

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

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
  • View More

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

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
  • View More

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

Severin Investments, LLC

MBA
Severin Investments, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2008 and provides financial services to clients in the Clearwater, Florida area.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000.00

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    TD Ameritrade, LPL Financial, Folio Instituional

Additional Information:

    Fee Structure

  • Based on Assets

    Financial Services Provided:

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

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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