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

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

If you’re looking for qualified financial advisors in Lakeland, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and 7 non-vetted financial advisors in Lakeland, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lakeland, Florida have an average of 20 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 Lakeland , Florida

Edelman Financial Engines LLC

877-208-7414

Address

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

Maria Giacalone-Mozo

LPL Financial

813-309-4936

Address

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

Jorge I. Blanco

Success Wealth Management

727-644-4449

Address

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

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

Jacob Hurley

SITREP Financial

813-474-9885

Address

3030 N Rocky Point Dr,
W Suite 700,
Tampa, FL 33558 See Details

Brennan Decima

Decima Wealth Consulting

727-729-2262

Address

2020 oak street ne,
Saint Petersburg, FL 33704 See Details

Dynasty Wealth Management, LLC

727-498-5548

Address

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

McDonough Capital Management

407-248-9647

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Stephen Colavito

SB Advisory

404-313-1388

Address

Orlando Office,
507 West Canton Ave,
Winter Park, FL 32789 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CPS INVESTMENT ADVISORS 205 East Orange Street #310, Lakeland, FL, 33801-4611	104914	$2,353,432,854	7120	A percentage of AUM, Fixed fees
AGAMERICA LENDING LLC 4030 South Pipkin Rd., Lakeland, FL, 33811	164866	$1,772,000,000	3	A percentage of AUM, Performance Based
CORE WEALTH ADVISORS, INC. 124 South Florida Avenue, 4th Floor Lakeland, FL, 33801	174386	$506,426,918	936	A percentage of AUM, Hourly charges, Fixed fees
AMERITY WEALTH MANAGEMENT, LLC 4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813	322265	$277,340,000	1138	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
GREENBRIDGE PARTNERS LLC 3700 Airfield Dr West, Lakeland, FL, 33811	304445	$178,734,014	410	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
JAMES I. BLACK & COMPANY 311 South Florida Avenue, Lakeland, FL, 33801	1249	$142,580,974	138	A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE)
CAPSTONE WEALTH MANAGEMENT CORP. 5120 S. Lakeland Drive, Suite 1 Lakeland, FL, 33813	165359	$90,756,453	329	A percentage of AUM, Fixed fees, Performance Based

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Find The Best Financial Advisors in Lakeland, Florida

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

List of Qualified Financial Advisors in Lakeland , Florida

Address

LPL Financial

Address

Success Wealth Management

Address

Accurate Advisory Group

Address

Accurate Wealth Management, LLC

Address

Address

Address

SITREP Financial

Address

Decima Wealth Consulting

Address

Address

Address

SB Advisory

Address

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

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

Frequently Asked Questions

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

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