Financial Advisor Florida
As an individual with investable assets of over $10 million, you may wonder if you need to have a financial planner on call to help you manage your assets efficiently, optimize your investment portfolio, and provide strategic personal financial planning. You do, of course! In this all-in-one guide, we outline the best financial planners in Florida and provide a guide to finding a planner that will understand your financial situation and structure a financial plan that is tailor-made for you.
We Are Different Because We Are Laser Focused On Helping You Achieve Financial Serenity Through Our Proven Comprehensive Goals-Based Planning & Investing Strategies.
A financial advisor can make all the difference in terms of reaching your financial goals. In states bursting with economy and blossoming with investment opportunities, like a blooming flower—Florida— looking beyond finding a financial planner is critical. There are financial experts with experience and an excellent understanding of the local market, who can, for that reason, offer you personalized advice in line with your objectives through various financial strategies.
There’s a financial planner out there who can guide you at every stage of your investment management journey, including all aspects of your long-term financial success. Put a little time and effort into it, and look for somebody with experience, credentials, and good reviews from clients. With our help, you can solve the financial riddle of the modern world. Here comes the ultimate guide—our help to find the best financial advisor who understands your financial situation and creates the best financial plan for you.
Table of Contents
- Top 10 Florida Financial Advisor Firms
- What Qualifications Should I Look for in a Florida Financial Advisor?
- How to Find a Financial Advisor in Florida
- Understanding the Different Types of Financial Advisors in Florida
- Are High-Net-Worth Florida Financial Advisors Worth It?
- What Services Do Florida Financial Advisors Offer?
- How Do I Find Florida Financial Advisors?
- How to Evaluate a Financial Advisor in Florida
- 4 Steps to Becoming a Financial Advisor in Florida
- How Much Does a Banker or a Stock Broker Earn?
Top 10 Florida Financial Advisor Firms
| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services |
| 1 | Pillar Wealth Management LLC | $176,167,540 | $5 million |
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| 2 | WE Family Offices | $13,382,462,057 | No set account minimum | |
| 3 | CV Advisors LLC | $9,406,618,249 | $50,000,000 |
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| 4 | Gladstone Wealth Partners | $4,006,257,615 | Varies based on account type |
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| 5 | Csenge Advisory Group, LLC | $2,351,921,549 | $50,000 |
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| 6 | Camden Capital, LLC | $4,504,003,393 | No set account minimum |
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| 7 | Finaccess Advisors, LLC | $4,446,176,244 | No set account minimum |
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| 8 | Certified Advisory Corp | $2,178,847,169 | $500,000 |
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| 9 | Talon Private Wealth, LLC | $774,283,111 | $25,000 |
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| 10 | Bostwick Walters Group | $1,893,012,408 | $5,000,000 |
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1. Pillar Wealth Management LLC
Pillar Wealth Management (PWM) is a distinguished firm based in Florida and California, specializing in fee-only private wealth management services tailored exclusively for high-net-worth individuals. PWM offers a carefully curated suite of services designed to deliver optimal portfolio management, financial planning, and wealth management advice.
Founded by Hutch Ashoo and Chris Snyder, PWM has garnered attention through various publications, including an e-book aimed at guiding investors in selecting the right financial advisor. Their expertise is also showcased in resources that explore effective wealth management strategies and achieving financial wellness.
In 2008, Ashoo and Snyder expanded their operations by partnering with Pillar Wealth Management to enhance the personalized service they provide to their clients. With a combined experience of over sixty years in wealth management, the firm prides itself on its bespoke services and requires a minimum account size of $5 million, with annual fees starting at $15,000.
PWM’s investment philosophy is based on the development of a personal investment strategy, considering and implementing the client’s broad financial objectives, which in turn leverages deep insights into the financial landscape. Customized design of every portfolio is at the core of the PWM strategy, each one built with great detail so that it satisfies the specific needs of each client, using various security analysis techniques, starting with charting.
The company is in the business of asset management. It offers a series of investment opportunities, starting from mutual funds to commodities, ensuring diversification of assets. Fee structures are designed with flexibility to suit the unique circumstances of each client. PWM is committed to delivering institutional-quality ultra-high-net-worth wealth management characterized by proactive, comprehensive financial planning and flawless execution catering to individual clients.
2. WE Family Offices
WE Family Offices is a founding member of the Institute of the Fiduciary Standard and is, therefore, passionately dedicated to advice and service delivery that prioritizes the client’s interests.
We Family Offices is a firm offering financial services to ultra-high net worth families and family offices. It is an independent fee-only fiduciary firm founded in 2000.
WE Family Offices Holdings serves more than 80 families in the Americas and Europe, with an average experience of more than 20 years. Firm employees average over 20 years of experience with credentials from Chartered Financial Analyst and Certified Financial Planner to Registered Investment Advisor.
WE has offices in Miami and New York.
3. CV Advisors LLC
ClearView Advisors LLC, effective 2012, is an Investment Adviser Firm registered with the SEC.
Elliot Dornbusch is an entrepreneur and technologist from Silicon Valley. He is an innovator in the fields of machine learning, vision, and control, having earned his degree in physics from Stanford University with a specialization in entrepreneurship. The company serves UHNW families with asset allocation and management, offering investment strategies, performance reporting, and portfolio monitoring.
4. Gladstone Wealth Partners
Gladstone Wealth Partners is located in Boca Raton, Florida.
Gladstone provides pension planning.
Gladstone supports LPL-affiliated advisors. The firm offers asset allocation services, including risk balancing. It provides access to alternative investments, such as hedge funds, which use less traditional tools. Ongoing portfolio risk evaluations are performed in addition to portfolio rebalancing.
Gladstone’s lifetime income planning will ensure that you won’t run out of money as a retiree.
Gladstone offers financial planning and retirement planning counseling to uncover your goals and create the right strategies to achieve them. Gladstone can help you streamline your finances, consolidate accounts, and automate your bills.
Gladstone will prepare you for Tax Day.
5. Csenge Advisory Group, LLC
Csenge Advisory Group (managed by founder John Csenge) has its headquarters in Clearwater, Florida, with 45 advisors across nine states.
The firm is a fiduciary, offering clarity in its work of building portfolios and providing ongoing advice to its clients.
Csenge Advisory Group offers tailored wealth management, starting with a discovery period to define the client’s goals, followed by an analysis of possible investment strategies and an outline of costs. Then, the financial plan is implemented.
Csenge has 14 asset allocation models to meet the needs of any investor, from fixed-income to broad market exposure. The Group is compliant with the Global Investment Performance Standards, created by the non-profit CFA Institute (Institute of Chartered Financial Analysts).
6. Camden Capital, LLC
Camden Capital is a financial advisory firm located in North Palm Beach, Florida; Manhattan Beach, California; and Santa Monica, California.
Camden partners with athletes, attorneys, charities, executives, and families to be their financial quarterback. The Camden Opportunity Funds are fashioned to meet the need for a suitable alternative investment product by high net-worth individuals. The Camden Opportunity Funds are open to reduced-level qualified clients, and the investment minimums are reduced. The funds are invested in real estate, venture capital, private equity, and energy.
7. Finaccess Advisors, LLC
Finaccess Advisors, LLC has its offices in Miami, Florida. It is a fee-only advisor founded in 2009, with Grupo Finaccess as the primary owner.
Among its primary strategic business units are Finaccess Capital, Finaccess Advisors, and Finaccess Social.
Finaccess Capital operates in 57 countries through operational investments and support for entrepreneurs in over 300 companies and 14 sectors.
Finaccess Advisors offers investment advice and financial planning to select clients.
Finaccess Social focuses on supporting companies that work to incorporate people with disabilities into the workforce.
8. Certified Advisory Corp
Certified Advisory Corp. (financialgroup.com) was formed in Central Florida in 1976. It has been a host for the On The Money radio show for nearly 30 years, offering customers a myriad of services that include professional, fee-only financial advisory, investment, and retirement planning. They have offices in Altamonte Springs, Florida.
All 14 Certified Advisory Corp advisors are Certified Financial Planners and will, therefore, adhere to the guidelines of the CFP Board, including those that pertain to fiduciary responsibility.
The firm administers and develops corporate, not-for-profit, and government entity retirement plans through Certified Benefits Corp. It is also an SEC-registered investment advisor and third-party administrator.
9. Talon Private Wealth, LLC
Founded in 1998, Talon has a corporate domicile in The Villages, Florida, with other field office locations throughout Florida, as well as Colorado and California. The current CEO of the firm is Mike Lester, and securities are offered through World Equity Group, Inc.
Services by Talon are premised on providing tailored and customized financial planning advice that helps customers make informed choices in their finances. Talon not only focuses on financial services but has a thriving commitment to community development, reflected in its radio station that dispenses finance advice to the community.
10. Bostwick Walters Group
Bostwick Walters Group is an advisory service firm to family offices and the privately held corporations of ultra-high-net-worth individuals and their families, located in Wellington, Florida.
What Qualifications Should I Look for in a Florida Financial Advisor?
When selecting a financial advisor in Florida, be sure to check out who is making the recommendations.
Make sure that the person is licensed and certified in Florida and, if possible, has a Certified Financial Planner (CFP®) or a Chartered Financial Analyst (CFA) designation. Also required is a track record of past success, to be accompanied by references and examples of how the person has handled investments to the satisfaction of their clients. It is also essential that the advisor discloses fully their fees and services. Fully understand all the associated costs before entering into any agreements.
Make sure that the advisor understands the kind of portfolio you want to build and can give you customized, adapted-to-your-needs financial advice in Florida. Find out if they specialize in some areas, such as estate planning or retirement strategies. Last but not least, query their communication style with customers. Find out how often they will get in touch with you and in what way; strong communication will be very critical in your future collaboration. Make sure their communication style and the frequency of its use moving forward will be okay with you.
How to Find a Financial Advisor in Florida
It may sound overwhelming to be a professional who seeks responsibility for your finances, but here’s how you can find a responsible Florida financial advisor. Start with friends and family members: “Who do you use as a financial advisor?” You can also find lists of local financial advisors—those who specialize in a particular kind of service—online. Be sure to check out their past client reviews, and always verify credentials and experience on the Financial Industry Regulatory Authority (FINRA) website.
Consider fee-only advisors who charge fees for services and do not earn commissions from product sales.
This duty reflects that these advisors act as fiduciaries and place the interests of their clients before their own in all decisions regarding investment and advisory roles in financial services.
In interviews with would-be advisors, questions relating to qualifications and experience have to be asked to get an idea of the nature of the advice to be received. The fees charged by various advisors in the financial services field are related to the type of service offered and the value of the assets under management. Fee negotiation is possible for most services, based on your financial needs and objectives.
Before making a final decision, think about whether you would be at ease discussing your finances with the advisor, in particular, if you feel that they can be relied upon to take care of your long-term financial future—this is a consideration when forming a successful and enduring partnership with your financial advisor.
Understanding the Different Types of Financial Advisors in Florida
Choosing a financial advisor involves assessing whether the person possesses significant financial expertise. Ultimately, the search for a financial advisor in Florida or elsewhere is transformed into an investigative journey to understand what exactly the title encompasses.
For instance, an advisor may be part of a small independent Registered Investment Advisory (RIA) firm that specializes in comprehensive financial planning. Or, they could be a broker-dealer affiliated with one of the big national banks or financial institutions with a focus more or less on the investment management piece.
That said, either one could go by the title of “financial advisor.” Looking beyond the titles—be it financial advisor, wealth advisor, or financial planner—dig into everyone’s qualifications, experience, regulatory requirements, and other relevant information that might help determine whether they are the right fit to address your specific financial needs.
Three Types of Financial Advisors
One crucial aspect to consider when looking for a Florida financial advisor is understanding whether the professional is solely an RIA, a broker-dealer, or, indeed, both. Check their fee structure with a fine-tooth comb; for those who operate as hybrid RIAs, make sure you understand the difference between their fee-only and commission-based services.
We would recommend that the RIA be fee-only and fiduciary, as we think that would eliminate any unconscious conflict of interest. Commissions can subconsciously drive the advisor to have you put money into investments that pay the advisor a high return, thus compromising the neutrality of the investment.
We outline these three main categories as follows:
RIAs
These are financial advisors who are registered and regulated by the U.S. Securities and Exchange Commission (SEC) or the state regulator and operate in a fiduciary capacity. Most RIAs operate under a fee-only fee structure, whereby compensation for advice is made directly to the advisor by the clients for service rendered rather than by receiving commissions, which might create conflicts of interest.
Broker-dealers
These financial professionals are generally registered with a self-regulatory organization such as the Financial Industry Regulatory Authority (FINRA). They traditionally work under the “suitability” standard—a benchmark where recommendations must fit clients’ needs but not be in their absolute best interest. However, broker-dealers are under an obligation to propose investments that are in the best interest of their clients with the advent of the SEC’s Regulation Best Interest. This rule was fully effected on 30th June 2020. However, it is not as strict as the fiduciary standard and still allows financial professionals to continue enjoying their commissions.
Hybrid advisors
Advisors can function as registered investment advisors and broker-dealers concurrently. These advisors may work as brokers or fee-only advisors at different times, most often referred to as fee-based advisors. The most probable source of the variation is the governing regulation.
Differences in Financial Advisor Categories
Fee structure gives some indication of what a financial advisor offers, whether they are a “registered investment advisor,” “broker-dealer,” or “hybrid advisor,” but by no means the complete picture. Some advisors may also have the CERTIFIED FINANCIAL PLANNER™ (CFP®) qualification for comprehensive financial planning. Other qualifications may include a ChSNC® certification, concerning particular fields, such as planning for special needs.
Many advisors possess multiple certifications, and within a financial advisory firm, various certified professionals may collaborate to offer extensive financial planning services that cover more than just retirement planning or investment management.
Beyond certifications, financial advisors often tailor their practices to specific areas of focus, like cash flow management or charitable giving. Hence, it’s important to align their expertise with your personal financial needs and circumstances.
Advisors also frequently specialize in serving particular client demographics. For instance, in the Fort Lauderdale area, our practice is geared toward the Florida Retirement System’s exceptional risk employees, pre-retirees, and families with special needs children.
Are High-Net-Worth Florida Financial Advisors Worth It?
If you’re still wondering, “Are high-net-worth Florida financial advisors worth it?” check out these additional benefits of working with a financial advisor.
1. Expert Knowledge and Data Accessibility
A financial advisor is a responsible individual with experience in dealing with the wealth, investment portfolio, and overall finances of the client. These professionals have detailed insight and immense knowledge of all financial products and investment options available. They track changes in the market as they happen and jump on an opportunity as soon as possible.
You are a millionaire; you don’t have the time to analyze the economic data that is key to curating a financial plan. If you invest a lot of time and effort, you might manage the data for 5-10 years, but really, that’s not enough.
Forty-year professionals in Florida have the information required to create strategies for their clients. “We at Pillar Wealth Management have records that cover almost a century, records which we use to make sure that our advice to customers is purely unbiased and objective.”
2. Personalized Financial Strategies
Financial advice from the internet generally applies, but again, it may not be helpful or apply to the given financial situation of an individual.
Even if you have the same amount of wealth as that other rich guy, undoubtedly, your financial requirements are different. Hence, you require absolutely different planning.
This is not your average, ordinary financial advice.
These professional advisors will schedule consultations with you to get detailed information about your goals and devise a plan around your goals. This is the kind of attention that Pillar Wealth Management takes pride in. Fun fact: this year, we limited the number of new clients we took on to just 17 in order to ensure everyone’s financial plan is personal. Contact our team to start working on your personalized financial plan today.
3. Fiduciary Services
Another great advantage of having a financial advisor at your disposal involves the services they offer. A fiduciary service means your financial advisor makes sure that every decision is made to benefit you and help you reach your financial goals. Furthermore, the truth is that by law, fiduciary financial advisors must remove any even remotely potential conflict of interest. At Pillar Wealth Management, our financial advisors offer fiduciary services. With our financial advisors on board, your wealth is safe and secure.
What Services Do Florida Financial Advisors Offer?
So, having seen the advantages and why you might need a financial advisor in Florida, you may be wondering, “So, what in the world are the services of Florida financial advisors?” Here are some of the most common financial advisor services:
– Investment Management
– Retirement Planning
– Insurance Planning
Investment Management
Investment management is the basis of all financial advisory services. The advisor may also manage vintage cars and artworks, among other assets. The idea of investment management is not only buying and selling investment instruments. It goes even further. Some examples that fall under investment management would include tax management, budgeting, and banking.
The advisor would need to develop legacy planning. Legacy planning is one of the critical stages that should be part of any long-term financial strategy since it involves the preservation and distribution of wealth according to the client’s preferences.
We advise you when to invest and the amount required. We study your investment portfolio to come up with a plan that assures you of receiving the maximum investment returns. You might even read our guide, “Improving Portfolio Performance,” and finally get the kind of investment performance you need to live the life you’ve always dreamed of.
Retirement Planning
Everyone can have a peaceful, restful, and comfortable retirement, but it’s best to start thinking about it now in order to attain it. When you’ve understood the importance and necessity of retirement income planning, you can be oriented to doing it correctly.
The most important service you can get from a financial advisor—mainly if you are above 50 years of age—is retirement income planning. At Pillar Wealth Management, we are a highly experienced team that creates the perfect retirement plan with a minimum of $5 million in investable assets. You may also refer to this guide and learn the five critical shifts that you must make to lead a fantastic life after retirement.
Insurance Planning
Without such an investment plan, effective optimization of your wealth would be impossible. The same goes for a retirement plan; it needs to be well thought out. Then again, the lack of an insurance plan will expose your financial security to risks.
An integrated financial plan covers risk management to identify and avoid the obvious risks present in your financial life. While your investments are managed for wealth maximization, insurance planning effectively helps to safeguard and protect your created wealth.
At Pillar Wealth Management, we understand how complicated the insurance industry is, and the possible influence of its emissaries on you. However, proper analysis ensures you do not waste money on non-viable insurance. We will, therefore, review your insurance plan in depth in search of gaps that might exist. More importantly, we keep reviewing your insurance plan to make sure it remains in line with your life changes and, therefore, offer you an effective way of managing risks.
How Do I Find Florida Financial Advisors?
There are many Florida financial advisors who offer their services as the best. So, it is challenging to decide which one you should go with and which ones are making false promises. However, the steps below will help you identify and find the right financial advisor who can help you accomplish your financial objectives. Take a look at this guide for more on how you can find the perfect financial advisor.
Step 1—Friends and Family Members Whom You Trust
You should start by seeking recommendations from your friends and family members who are in the HNW or UHNW categories and reside in Florida. You probably know people who have worked with financial advisors at one time and can tell you who offers excellent services.
Pillar Wealth Management focuses on helping you experience returns that reflect your desired results as you pursue your financial goals.
Step 2—Conduct Research
Do a thorough background check on your financial advisor by referring to a directory like the National Association of Personal Financial Advisors (NAPFA) or the Financial Industry Regulatory Authority (FINRA). You can also read what other people say about the Florida financial advisors who make your shortlist, on platforms such as the Better Business Bureau. Moreover, Florida financial advisors can be looked up on LinkedIn to learn more about their education and their professional experience. Any books or guides they’ve written will also further assert their authority and credibility.
Step 3—Prepare for a Meeting
Of course, you need to assess your financial situation before hiring a financial advisor. But what would you take into a meeting with a financial advisor?
– Your savings, investments, and debts.
– Your cash inflows and outflows that are expected or already in place.
– Your financial goals and objectives.
– Financial documents: property, 401(k), 529 savings plan, investment portfolio, tax returns, life insurance, will.
Step 4—Follow Up with a Meeting
You should have a chat with your selected (or shortlisted) financial advisor to get more details about them and possibly engage with them in the future. Take your list of questions into the meeting with each shortlisted advisor. Some of the questions that may be included in your list are:
– What financial advisory services do you offer?
– Do you serve customers who are HNW or UHNW?
– Could you give me a summary of your fee structure, or is it commission-based?
– What is your philosophy or approach to financial advising?
You might want to get acquainted with such questions from our guide on hiring a financial advisor.
How to Evaluate a Financial Advisor in Florida
Once you have a shortlist of potential advisors, you need to evaluate them. Look at what they have done thus far and ask about their qualifications and experience. Questions should cover their qualifications and certifications, any areas of specialization, and the duration of their experience in offering financial advice. Additionally, knowing whether they are members of professional organizations or associations can also be insightful.
Another critical factor is the fee structure of the financial advisor. Some may charge by the hour, while others might have a fixed fee or earn commissions from the investments they handle for you. It’s vital to fully understand all the fees involved before committing to their services.
Feeling confident in your chosen advisor’s expertise is also essential. Checking online reviews from other clients or reaching out to references they provide can offer a clearer picture of their reliability and trustworthiness.
Ultimately, choosing a financial advisor involves thorough research and asking numerous questions to ensure you select someone knowledgeable, experienced, and trustworthy with a fee structure that fits your budget.
4 Steps to Becoming a Financial Advisor in Florida
If you enjoy being someone who helps others who struggle with financial problems and gives them the advice they need to make hard choices in life, then this profession is what you should probably go with. Financial advisors need to pass some exams before they can practice in Florida, but there are many programs established to set your career right.
There’s more than one way to skin a cat when it comes to becoming a financial advisor—in reality, probably upwards of 10 ways. At every step along the way, you may be required to take a professional exam or two, but really, everything from degree programs to which certifications you may want to pick up will be pretty much left up to you. Here’s a four-step guide to becoming a financial advisor in Florida:
1. Get the Education You Need
The absolute must for commencing a career as a financial adviser is a bachelor’s degree, an essential step for getting the basic knowledge applicable to the advising business. You could get into finance without a four-year degree, but it would be a bit hard. Your degree concentration can vary depending on your interests, but taking courses in accounting, investment, and finance will surely help prepare you for the exams you need to pass to become a financial advisor.
2. Pass Any Required Examinations
You need to pass either the Series 7 or General Securities Representative License examination to sell securities. This key exam evaluates your knowledge of investment and the rules for selling securities, which all financial advisors need to know.
In addition, passing the Series 63 exam empowers an advisor to sell securities in many states. At the same time, the Series 65 exam allows the advisor to charge clients a fee for the advice they get.
You can become an advisor just with the Series 7 license, but most seek all three to broaden their skills and scope of service.
3. Obtain Additional Certifications or Designations to Show Your Expertise
After a bachelor’s degree, further education is not compulsory, but acquiring industry licenses can also help to improve and, of course, legitimize your skills as a financial advisor. These qualifications not only increase experience but also ensure that your customers can feel confident about your competency and professionalism.
Here is a list of some licenses and certifications for a financial advisor in Florida:
- Certified Financial Planner (CFP)
- Chartered Investment Counselor (CIC)
- Personal Financial Specialist (PFS)
- Chartered Financial Consultant (ChFC)
- Chartered Financial Analyst (CFA)
4. Find a Financial Advisor Job or Register Your Firm
The following are three sectors in financial services where financial advisors may operate:
- As a broker-dealer
- At a bank that offers financial advisory services
- As an independent financial management firm
The required certificates differ from one sector to another, so you should talk to potential employers regarding the certification they require. With extensive experience and education, some exams for licensing may be waived. Some firms may even sponsor your Series 7 exam.
If you intend to run your own financial company in Florida, it will be regulated by the SEC if your business’s level of assets under management exceeds a certain threshold, typically $100 million, with the smaller firms being under the jurisdiction of the Florida Office of Financial Regulation.
The Investment Adviser Registration Depository (IARD) will process your entitlement forms after registration in the appropriate regulation body. One of the vital registration requirements is for you to designate a super accountant administrator (SAA). If you would be running the firm on your own, you could designate yourself.
Upon approval of your entitlement forms by the IARD, you will be issued login details for the firm gateway. Using this portal, you can go on to pay the necessary fees for firm registration, state filings, and exam costs, which may be charged as a percentage of assets under management.
How Much Does a Banker or a Stock Broker Earn?
Per the annual figures from Intuit’s tax income data, financial advisers in Florida earn a median range of $96,500. This figure can increase significantly based on commissions and experience, with top earners making substantially more. Consequently, financial advisors in Florida often enjoy salaries that exceed the national average, particularly at senior levels.
With relatively low educational barriers and high earning potential, pursuing a career as a financial advisor in Florida could be an excellent decision. The specific exams and registrations you’ll need depend on the sector you choose and whether you plan to establish your own financial management firm. If you have a passion for finance and a drive to assist others in making savvy financial decisions, consider starting your journey today by meeting the educational requirements outlined earlier.
To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.
We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.
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