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

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

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

Brian Messick

WeberMessick Weath Management; affiliation through LPL Financial

727-295-4969

Address

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

Nathan Helms

LPL Financial

813-334-6500

Address

1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629 See Details

Berkely Arrants

Horizon Advisory Group LLC

713-400-6305

Address

Serving Tampa surrounding area,
Tampa, FL 33602 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CUMBERLAND ADVISORS One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 Sarasota, FL, 34236	107964	$3,378,840,322	2914	A Percentage of AUM, Hourly charges, Fixed Fees, Other (MODEL DELIVERY FEES)
ARISTOTLE ATLANTIC PARTNERS, LLC 50 Central Avenue, Suite 750 Sarasota, FL, 34236	285721	$1,845,916,247	288	A Percentage of AUM, Performance Based
TRUADVICE LLC 5290 Station Way, Sarasota, FL, 34233	292482	$938,929,557	7623	A Percentage of AUM, Hourly charges, Fixed Fees
J. L. BAINBRIDGE & CO., INC. 1582 Main Street, Sarasota, FL, 34236	108058	$740,302,322	1761	A Percentage of AUM
DAY HAGAN ASSET MANAGEMENT 1000 S. Tamiami Trail, Sarasota, FL, 34236	139671	$636,236,321	575	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (THIRD PARTY ADVISORY FEES)
WALSH & ASSOCIATES, LLC 2350 Fruitville Rd., Suite 201, Sarasota, FL, 34237	144441	$481,850,214	2071	A Percentage of AUM, Fixed Fees
GLOBAL FINANCIAL PRIVATE CLIENT 6000 Cattleridge Drive, Suite 200 Sarasota, FL, 34232	290006	$419,217,989	860	A Percentage of AUM, Hourly charges, Fixed Fees
WHITE OAKS INVESTMENT MANAGEMENT, INC 1717 2nd Street, Suite C Sarasota, FL, 34236	170016	$363,279,367	11	A Percentage of AUM, Performance Based
COMPOUND FAMILY OFFICES, LLC 2033 Main Street, Suite 202 Sarasota, FL, 34237	298776	$314,617,863	229	A Percentage of AUM, Hourly charges
FORZA WEALTH MANAGEMENT 7701 Holiday Drive, Sarasota, FL, 34231	281075	$285,477,338	284	A Percentage of AUM, Hourly charges
TRUVESTMENTS CAPITAL LLC 5391 Lakewood Ranch Blvd N, Suite #303 Sarasota, FL, 34240	291297	$265,925,562	1261	A Percentage of AUM, Hourly charges
LPF ADVISORS, LLC 2601 Cattlemen Road, Suite 302 Sarasota, FL, 34232	298068	$249,916,621	774	A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES/ERISA FEES)
WEALTH PRO ADVISORS, INC. 2381 Fruitville Road, Sarasota, FL, 34237	169266	$231,301,400	370	A Percentage of AUM, Hourly charges, Fixed Fees
RANCH CAPITAL ADVISORS INC. 4910 Lakewood Ranch Blvd, #130 Sarasota, FL, 34240	300966	$226,803,364	969	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (FINANCIAL COACHING SERVICE)
SARA-BAY FINANCIAL CORP. 2201 Cantu Court, Suite 102 Sarasota, FL, 34232	133443	$213,242,017	823	A Percentage of AUM

Select other cities around Sarasota, 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 Sarasota, Florida

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

List of Qualified Financial Advisors in Sarasota, Florida

Brian Messick

WeberMessick Weath Management; affiliation through LPL Financial

Address

Nathan Helms

LPL Financial

Address

Berkely Arrants

Horizon Advisory Group LLC

Address

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

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

Frequently Asked Questions

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

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