Find a Financial Advisor in Alachua County, FL

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We did the hard work of finding trustworthy partners in Alachua County, FL.

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We Only Work With The Best Alachua County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Alachua County, FL


  • Financial Advisor Close to Alachua County, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Alachua County, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Alachua County, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Alachua County financial advisors.
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How Retirement-Friendly is Alachua County, FL?

  • Population: 265,443
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $196,700
  • Average Monthly Housing Cost: $968
  • Average Household Income: $71,857
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Alachua County, FL

 

KOSS-OLINGER CONSULTING, LLC.

Website

(352) 373-3337

2700-A Nw 43rd Street

Gainesville, FL 32606

SEC#: 801-58175
Years in Business: 21 years

HOLLOWAY WEALTH MANAGEMENT, LLC

Website

(352) 337-8177

5225 Sw 91st Terrace

Gainesville, FL 32608

SEC#: 801-65430
Years in Business: 16 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 12 years

COLLABORATIVE WEALTH MANAGEMENT, INC.

Website

(352) 375-7977

4915 Nw 43Rd Street

Gainesville, FL 32606

SEC#: 801-80100
Years in Business: 7 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(352) 338-1560

5040 Southwest 91 Terrace
K-302
Gainesville, FL 32608

SEC#: 801-78808
Years in Business: 8 years

TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC

Website

(646) 201-4865

2601 Sw 8th Drive

Gainesville, FL 32601

SEC#: 801-114931
Years in Business: 3 years

IFP ADVISORS, LLC

Website

(352) 505-4886

4061 Nw 43Rd Street
Ste 16
Gainesville, FL 32606

SEC#: 801-69511
Years in Business: 13 years

TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC

Website

(646) 201-4865

2601 Sw 8th Drive

Gainesville, FL 32601

SEC#: 801-114931
Years in Business: 3 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 12 years

 


Alachua County, FL Financial Advisor FAQs

Alachua County is located in the north central part of the state of Florida in the United States. The Gainesville Metropolitan Statistical Area encompasses Alachua County. The University of Florida with close to 28,000 employees is considered the top employer in Alachua County. The county is located in the state's north-central region and is best known for being home to the University of Florida in Gainesville. Alachua County also features a variety of attractions that include both indoor and outdoor activities. We've teamed up with top-tier financial advisors to connect you in Alachua County, Florida. This is found in the north-central region of its state. It is a component of the Gainesville Metropolitan Statistical Area, with its designated seat being the City of Gainesville. Bradford County, Union County, Putnam County, and Gilchrist County are just a few of the counties that surround this area. Learn about the top-rated financial advisors in Alachua County, Florida with our list below.

A financial advisor is a professional who provides advice and assistance to clients or customers with regard to the management of their finances. They may help identify priorities, such as creating a budget and saving for retirement.

Look for a financial advisor who has an outstanding level of professional service, has expertise relevant to the area you need help, and charges reasonable fees for services rendered.

An advisor can offer their expertise to navigate through complex decisions such as retirement planning, education savings programs, investment risk tolerance levels, and availability of retirement income sources.

Fee structures for financial advisors usually take three forms - commissions on transactions that generate a gain, commission on transactions that are losses, or a flat rate fee based on assets under management.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.