Q: How much does it cost to hire a financial advisor in Florida?

The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

Q: What should I expect from working with a financial advisor in Florida?

When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

Q: How do I choose a financial planner in Florida?

When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.

Q: What types of services can I expect from a financial advisor in Florida?

Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.

Question 1

What types of financial advisors are available in Florida?

Accepted Answer

Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

Question 2

What questions should I ask a financial advisor in Florida before hiring them?

Accepted Answer

Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

Question 3

How can I find a trustworthy financial advisor in Florida?

Accepted Answer

For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing  the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<

Question 4

How much does it cost to hire a financial advisor in Florida?

Accepted Answer

The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

Question 5

What should I expect from working with a financial advisor in Florida?

Accepted Answer

When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore   what a financial advisor can do for you.

Question 6

How do I choose a financial planner in Florida?

Accepted Answer

When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on  choosing the best financial advisor  in Florida.

Question 7

What types of services can I expect from a financial advisor in Florida?

Accepted Answer

Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Dynasty Wealth Management, LLCCFP^®, RICP^®, CFA^®, CPFA200 Central Avenue 15th FloorSaint Petersburg, FL 33701	30 Years	$91,678,782,200	$0	Fee-Based
King Tide AdvisorsCFP^®, CTFA, ATFA3441 SW Rivers End WayPalm City, FL 34990	12 Years	$20,000,000	$250,000	Fee-Only
Provident Wealth Management GroupCFP^®401 E Jackson St.Tampa, FL 33602	21 Years	$90,000,000	$100,000	Fee-Based


RAYMOND JAMES & ASSOCIATES, INC.St. Petersburg, FL	13966	1070028	$433,814,330,581	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
CITADEL ADVISORS LLCMiami, FL	2932	26	$397,045,307,119	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCSaint Petersburg, FL	6727	1030208	$344,868,106,925	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA))
GQG PARTNERSFort Lauderdale, FL	189	727	$120,567,542,959	A percentage of AUM, Performance Based
CORIENTMiami, FL	845	97020	$118,191,936,095	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL	578	38	$97,371,716,804	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LPTampa, FL	264	146	$92,968,371,160	A percentage of AUM, Fixed fees, Performance Based
SANDERS CAPITAL, LLCWest Palm Beach, FL	25	102	$82,252,391,000	A percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL	413	137	$74,147,147,934	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL	506	189	$68,062,428,598	Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL	73	66691	$58,477,764,071	A percentage of AUM, Performance Based
H.I.G. CAPITAL, LLCMiami, FL	1020	162	$57,351,804,696	A percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL	207	64	$47,872,431,820	A percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL	173	3397	$43,238,955,480	A percentage of AUM, Performance Based
III CAPITAL MANAGEMENTBoca Raton, FL	8	30	$39,514,428,923	A percentage of AUM, Performance Based

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