Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Clearwater, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Clearwater is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Clearwater & pick the one as per your needs

How To Find The Best Financial Advisors in Clearwater, Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Clearwater, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and 14 non-vetted financial advisors in Clearwater, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Clearwater, Florida have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Clearwater, Florida

Yale Walker

Walker Wealth Management

727-350-3111

Address

2553 1st Avenue North,
Saint Petersburg, FL 33713 See Details

Armand Atkinson

Advanced Wealth Planning Group

813-770-9864

Address

5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609 See Details

Dynasty Wealth Management, LLC

727-498-5548

Address

200 Central Avenue 15th Floor,
Saint Petersburg, FL 33701 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4221 West Boy Scout Blvd,
Suite 190,
Tampa, FL 33607 See Details

Jorge I. Blanco

Success Wealth Management

727-644-4449

Address

401 E. Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

Daniel Pappas

DWF Wealth Management

813-210-1361

Address

401 E Jackson St,
Suite 3675,
Tampa, FL 33602 See Details

Provident Wealth Management Group

813-283-8413

Address

401 E Jackson St.,
Suite 3675,
Tampa, FL 33602 See Details

Edelman Financial Engines LLC

877-208-7414

Address

10150 Highland Manor Drive, Suite 200-232,
Tampa, FL 33610 See Details

Brian Messick

WeberMessick Weath Management

727-295-4969

Address

5901 Sun Boulevard,
Suite 206,
St. Petersburg, FL 33715 See Details

Maria Giacalone-Mozo

LPL Financial

813-309-4936

Address

15310 Amberly Dr, suite 250,,
Tampa, FL 33647 See Details

Daniel Spalding

Focus Wealth Strategies, LLC

813-305-0411

Address

3419 Brook Crossing Drive,
Brandon, FL 33511 See Details

Meredith Freeman

Accurate Advisory Group

917-502-0936

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Nathan Helms

Accurate Wealth Management, LLC

813-553-7006

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Top Financial Advisor Firms in Clearwater, Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CSENGE ADVISORY GROUP, LLC 4755 East Bay Drive, Clearwater, FL, 33764	131167	$2,752,947,585	14675	A percentage of AUM, Hourly charges, Fixed fees
PROVISE MANAGEMENT GROUP, LLC 611 Druid Rd E. Ste 105, Clearwater, FL, 33756	105375	$1,877,344,141	3871	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)
DEUTERIUM CAPITAL MANAGEMENT, LLC 1150 Cleveland St, Suite 420, Clearwater, FL, 33755-4860	294051	$778,298,973	7	A percentage of AUM, Fixed fees, Performance Based
FLAHARTY ASSET MANAGEMENT, LLC 311 Park Place Blvd., Suite 150 Clearwater, FL, 33759	168495	$761,160,791	2006	A percentage of AUM, Hourly charges, Fixed fees
UNIQUE WEALTH, LLC 311 Park Place Blvd N, Ste. 230 Clearwater, FL, 33759	312462	$626,488,465	2063	A percentage of AUM, Hourly charges, Fixed fees
NOBLE FAMILY WEALTH 2475 Enterprise Rd., Clearwater, FL, 33763	315152	$362,627,821	392	A percentage of AUM
INDIVISIBLE PARTNERS 114 Turner Street, Clearwater, FL, 33756	332431	$298,574,478	524	A percentage of AUM, Hourly charges, Fixed fees
SUCCESSFUL PORTFOLIOS LLC 611 Druid Road East, Suite 407 Clearwater, FL, 33756	152429	$239,887,365	529	A percentage of AUM, Hourly charges, Performance Based
CHRONOS WEALTH MANAGEMENT, L.L.C. 1432 Court Street, Clearwater, FL, 33756	299782	$210,281,976	527	A percentage of AUM
UNIFY FINANCIAL ADVISORS 1465 South Fort Harrison Avenue, Suite 201 Clearwater, FL, 33756	324120	$116,315,658	536	A percentage of AUM, Hourly charges
PERSONALIZED FINANCIAL SOLUTIONS LLC 28163 Us Highway 19 North, Suite 205 Clearwater, FL, 33761	306475	$109,428,623	443	A percentage of AUM
BOSTON ASSET MANAGEMENT, INC. 12707 49th Street N, Suite 800 Clearwater, FL, 33762	112768	$103,671,136	466	A percentage of AUM
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC 2637 Mc Cormick Drive, Suite 101 Clearwater, FL, 33759	326421	$100,205,898	488	A percentage of AUM
KAHN FINANCIAL GROUP 1700 Mcmullen Booth Rd., Suite A-5 Clearwater, FL, 33759-2130	134802	$92,774,530	382	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Clearwater, Florida

How To Find The Best Financial Advisors in Clearwater, FloridaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Clearwater, Florida

Walker Wealth Management

Address

Advanced Wealth Planning Group

Address

Address

Address

Success Wealth Management

Address

DWF Wealth Management

Address

Address

Address

WeberMessick Weath Management

Address

LPL Financial

Address

Focus Wealth Strategies, LLC

Address

Accurate Advisory Group

Address

Accurate Wealth Management, LLC

Address

Top Financial Advisor Firms in Clearwater, Florida (Ranked by AUM)

Select other cities around Clearwater, Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Clearwater, Florida
Last Updated - 13-Jun-2023

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