Alachua County, FL Financial Advisors and Resources



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: 20 years

HOLLOWAY WEALTH MANAGEMENT, LLC

Website

(352) 337-8177

5225 Sw 91st Terrace

Gainesville, FL 32608

SEC#: 801-65430
Years in Business: 15 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 11 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: 7 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: 2 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: 2 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 11 years


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.)


Alachua County, FL Financial Advisor FAQs

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.