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Find The Best Financial Advisors in Coral Gables, Florida

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 Coral Gables is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Coral Gables & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Coral Gables, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Coral Gables, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Coral Gables, Florida have an average of 24 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 Coral Gables, Florida

Jimmy Gonzalez

Anthem Advisors

305-482-3002

Address

2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134 See Details

Charles Helme

BH Asset Management, LLC

786-475-1280

Address

1221 Brickell Avenue, 9th Floor,
Miami, FL 33130 See Details

Dock Street Asset Management

203-532-9470

Address

2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BAYVIEW ASSET MANAGEMENT, LLC 4425 Ponce De Leon Blvd., Coral Gables, FL, 33146	157053	$39,022,162,565	51	A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
DIMENSION CAPITAL MANAGEMENT LLC 2800 Ponce De Leon Blvd, 15th Floor Coral Gables, FL, 33134	109380	$5,861,929,852	643	A Percentage of AUM, Fixed Fees, Performance Based
TRIVEST INVESTMENT ADVISORS, LLC 550 South Dixie Highway, Suite 300 Coral Gables, FL, 33146-2701	161432	$4,694,554,930	14	A Percentage of AUM, Performance Based
ARCHPOINT INVESTORS 121 Alhambra Plaza, Suite 1202 Coral Gables, FL, 33134	151807	$3,109,820,181	261	A Percentage of AUM, Fixed Fees, Performance Based
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT 4000 Ponce De Leon Boulevard, Suite 850 Coral Gables, FL, 33146	109698	$2,640,714,946	5063	A Percentage of AUM, Hourly charges, Fixed Fees
SEAVIEW INVESTMENT MANAGERS LLC 2 Alhambra Plaza, Suite 802 Coral Gables, FL, 33134	300155	$1,068,799,178	1551	A Percentage of AUM, Performance Based
DRIFTWOOD ADVISORS, LLC 255 Alhambra Cir, Ste 760, Coral Gables, FL, 33134	307316	$717,505,485	3	A Percentage of AUM, Performance Based
AMERANT INVESTMENTS, INC. 220 Alhambra Circle, 2nd Floor Coral Gables, FL, 33134	117284	$601,033,195	726	A Percentage of AUM
FIRESTONE CAPITAL MANAGEMENT INC 1501 Venera Avenue, Suite 310 Coral Gables, FL, 33146-3047	106366	$592,800,839	1125	A Percentage of AUM, Hourly charges, Fixed Fees
FINBACK INVESTMENT PARTNERS One Alhambra Plaza, Suite 1225 Coral Gables, FL, 33134	310944	$545,545,663	8	A Percentage of AUM, Performance Based, Other (FINBACK RECEIVES BOARD FEES AND MAY ALSO FROM TIME TO TIME RECEI)
BAYSHORE WEALTH ADVISORS 2333 Ponce De Leon Blvd, Suite 950 Coral Gables, FL, 33134	144191	$518,336,291	388	A Percentage of AUM
ASTON CAPITAL MANAGEMENT 355 Alhambra Circle,, Suite 1350 Coral Gables, FL, 33134	291310	$488,489,492	25	A Percentage of AUM, Performance Based
INVEX ADVISORS LLC 2 Alhambra Plaza, Ste. Ph Ii Coral Gables, FL, 33134	164519	$460,516,000	50	A Percentage of AUM, Performance Based
STORGE 132 Minorca Avenue, Coral Gables, FL, 33134	305395	$460,170,355	136	A Percentage of AUM, Fixed Fees
FUTURA ASSET ADVISORS LLC 2121 Ponce De Leon Blvd, Suite 405 Coral Gables, FL, 33134	136285	$442,903,118	51	A Percentage of AUM, Fixed Fees

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Coral Gables, Florida

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

List of Qualified Financial Advisors in Coral Gables, Florida

Jimmy Gonzalez

Anthem Advisors

Address

Charles Helme

BH Asset Management, LLC

Address

Dock Street Asset Management

Address

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

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

Frequently Asked Questions

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

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