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

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

If you’re looking for qualified financial advisors in Vero Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 13 non-vetted financial advisors in Vero Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Vero Beach, Florida have an average of 0 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 Vero Beach, Florida

Edelman Financial Engines, LLC

877-208-7414

Address

4865 North Wickham Road,
Suite 108,
Melbourne, FL 32940 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ARMOUR CAPITAL MANAGEMENT LP 3001 Ocean Drive, Suite 201 Vero Beach, FL, 32963	164570	$12,344,395,778	1	Other (A PERCENTAGE OF GROSS EQUITY RAISED)
BIMINI ADVISORS, LLC 3305 Flamingo Drive, Vero Beach, FL, 32963	164944	$4,243,121,000	1	Other (FIRM'S COMPENSATION IS BASED ON A % OF SHAREHOLDERS EQUITY.)
CORRY CAPITAL ADVISORS, LLC 3505 Ocean Drive, Vero Beach, FL, 32963	165403	$2,191,364,346	16	A percentage of AUM, Performance Based
PROFESSIONAL ADVISORY SERVICES INC 2770 Indian River Blvd, Suite 204 Vero Beach, FL, 32960	105397	$1,144,075,256	1214	A percentage of AUM
MOONRISE CAPITAL LP 4445 North A1a, Suite 231 Vero Beach, FL, 32963	286269	$1,063,099,812	6	A percentage of AUM, Performance Based
SPIREPOINT PRIVATE CLIENT, LLC 830 Azalea Lane, Vero Beach, FL, 32963	327350	$934,052,308	693	A percentage of AUM, Fixed fees
MORANGIE MANAGEMENT LLC 956 Beachland Blvd, Suite 11 Vero Beach, FL, 32963	332949	$578,030,000	100	A percentage of AUM, Performance Based
THURSTON ADVISORS 4445 N A1a, Suite 230 Vero Beach, FL, 32963	318422	$315,943,964	6	A percentage of AUM, Performance Based
WASHBURN CAPITAL MANAGEMENT INC. 70 Royal Palm Pointe, Suite C Vero Beach, FL, 32960	125708	$237,330,311	513	A percentage of AUM
TREASURE COAST FINANCIAL PLANNING, INC. 545 Beachland Blvd, Vero Beach, FL, 32963	166684	$193,731,695	625	A percentage of AUM, Hourly charges, Fixed fees, Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS)
GALLATIN & COMPANY, LLC 505 Beachland Blvd - Suite 7, Vero Beach, FL, 32963	111984	$90,005,051	48	A percentage of AUM, Fixed fees
ALTON ROAD CAPITAL, LP 4445 North A1a, Suite 249 Vero Beach, FL, 32963	332521	$28,262,490	1	Performance Based
CARTICA MANAGEMENT, LLC 2770 Indian River Blvd, Vero Beach, FL, 32960	147792	$1,662,094	2	A percentage of AUM, Performance Based

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