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

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

If you’re looking for qualified financial advisors in Plantation, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 7 non-vetted financial advisors in Plantation, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Plantation, 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 Plantation , Florida

Russell Stout

Excelsior Wealth Partners

315-224-2426

Address

401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale, FL 33301 See Details

Gabriel Bustamante

MassMutual

954-594-4364

Address

11555 Heron Bay Boulevard,
Suite 200,
Coral Springs, FL 33076 See Details

Alonso Rodriguez Segarra

Advise Financial

561-454-8284

Address

1200 N Federal Hwy,
Suite 300,
Boca Raton, FL 33432 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

7900 Glades Road,
Suite 310,
Boca Raton, FL 33434 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TOBIAS FINANCIAL ADVISORS 1000 S. Pine Island Road, Suite 450 Plantation, FL, 33324	104711	$756,160,000	1815	A percentage of AUM, Hourly charges, Fixed fees
MG&A WEALTH 8151 Peters Road, Suite 3200 Plantation, FL, 33324	284866	$718,512,598	1347	A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISORY FEES)
LWM ADVISORY SERVICES, LLC 1250 S. Pine Island Road, Suite 350 Plantation, FL, 33324	172009	$694,726,024	1778	A percentage of AUM
NORTHSTAR FINANCIAL PLANNERS, INC. 1250 S. Pine Island Road, Suite 275 Plantation, FL, 33324	131507	$249,866,306	905	A percentage of AUM, Hourly charges, Fixed fees
STERLING WEALTH ADVISORS, INC. 8201 Peters Road, Suite 1000 Plantation, FL, 33324	124121	$164,376,313	421	A percentage of AUM, Hourly charges, Fixed fees
ACTITRUST WEALTH MANAGEMENT LLC 300 S. Pine Island Rd., Suite 305 Plantation, FL, 33324	284827	$123,861,627	172	A percentage of AUM
NILES INVESTMENT MANAGEMENT, LLC 7901 Sw 6th Ct., Suite 350 Plantation, FL, 33324	329384	$114,464,196	4	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Plantation, Florida

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

List of Qualified Financial Advisors in Plantation , Florida

Russell Stout

Excelsior Wealth Partners

Address

Gabriel Bustamante

MassMutual

Address

Alonso Rodriguez Segarra

Advise Financial

Address

Edelman Financial Engines, LLC

Address

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

Select other cities around Plantation, 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 Plantation , Florida
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy