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Find The Best Financial Advisors in Lakewood Ranch, 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 Lakewood Ranch is a tedious task to do. give you extensive options to compare best advisors in Lakewood Ranch & pick the one as per your needs

How To Find The Best Financial Advisors in Lakewood Ranch, Florida

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Lakewood Ranch, Florida, is a useful resource. We've compiled a list of the 3 vetted financial advisors and 13 non-vetted financial advisors in Lakewood Ranch, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lakewood Ranch, Florida have an average of 21 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 Lakewood Ranch, Florida


David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208



Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511



Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609


Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
8470 Enterprise Circle, Suite 110-E Lakewood Ranch, FL 34202
297171 $336,627,584 177 A percentage of AUM, Hourly charges, Other (SUBADVISER FEES)

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Graham Edwards
Inquire with Graham
7317 Merchant Ct, Ste B Lakewood Ranch, FL 34240 941-217-2292
North South Wealth Management
Inquire with North
6710 Professional Pkwy W, Ste 320 Lakewood Ranch, FL 34240 941-216-3737
Christine Purser
Inquire with Christine
6710 Professional Pkwy W, Ste 320 Lakewood Ranch, FL 34240 941-216-3737
Joseph A Zarlenga
Inquire with Joseph
6710 Professional Pkwy W, Ste 320 Lakewood Ranch, FL 34240 941-216-3737
Timothy W Hornung
Inquire with Timothy
6710 Professional Pkwy W, Ste 320 Lakewood Ranch, FL 34240 941-216-3737
Larry J Woodruff Jr
Inquire with Larry
7317 Merchant Ct, Ste B Lakewood Ranch, FL 34240 941-217-2294
Allstate Personal Financial Representative: Michael Junga
Inquire with Allstate
8441 Lorraine Rd, Lakewood Ranch, FL 34202 802-999-7900
Casement Group
Inquire with Casement
7241 Delainey Court, Lakewood Ranch, FL 34240 941-946-8900
Edward Jones
Inquire with Edward
8205 Natures Way, Ste 215 Lakewood Ranch, FL 34202 941-907-9149
Edward Jones
Inquire with Edward
6015 111th St E, Suite A Lakewood Ranch, FL 34211 941-753-2320

Frequently Asked Questions

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 I 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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