Find a Financial Advisor in Bay Harbor Islands, FL

 

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We did the hard work of finding trustworthy partners in Bay Harbor Islands, FL.

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We Only Work With The Best Bay Harbor Islands 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 Bay Harbor Islands, FL


  • Financial Advisor Close to Bay Harbor Islands, 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 Bay Harbor Islands, 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 Bay Harbor Islands, FL

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

  • Population: 5,861
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $471,600
  • Average Monthly Housing Cost: $1,717
  • Average Household Income: $121,598
  • 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 Bay Harbor Islands, FL

 

CRYSTAL CAPITAL PARTNERS, LLC

Website

(305) 868-1500

1111 Kane Concourse
Suite 404
Bay Harbor Islands, FL 33154

SEC#: 801-68672
Years in Business: 13 years

ESL INVESTMENTS, INC.

Website

(305) 702-2100

1170 Kane Concourse
Suite 200
Bay Harbor Islands, FL 33154

SEC#: 801-74266
Years in Business: 9 years

INVEST IN VOL LLC

Website

(203) 998-6005

1025 92nd Street Apt 607

Bay Harbor Islands, FL 33154

SEC#: 801-114410
Years in Business: 2 years

 


Bay Harbor Islands, FL Financial Advisor FAQs

The most important thing is to find someone whom understands your specific needs and goals. This is best accomplished by asking questions during potential meetings with potential advisors.
There is a wide range of prices for financial advisors, and no single answer can cover them all. Generally speaking, the more complicated your finances are the more they will cost--a good rule of thumb is that you'll pay one hour of an advisor's time for every $10k in wealth or income.
A financial advisor is someone who is knowledgeable in hedging risk and is able to offer sound general advice. Their investment opinion can be trusted for making good financial decisions.
The best thing to do when you are considering hiring a financial advisor is to ask them for references, go online and read reviews of their work.