Find a Financial Advisor in Bradenton, FL

 

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

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We Only Work With The Best Bradenton Financial Advisors


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

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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 Bradenton, FL


  • Financial Advisor Close to Bradenton, 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 Bradenton, 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 Bradenton, FL

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

  • Population: 56,551
  • % of Population 62 Years and Over: 29.4%
  • Average Home Value: $185,500
  • Average Monthly Housing Cost: $991
  • Average Household Income: $62,723
  • 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 Bradenton, FL

 

INTEGRA CAPITAL ADVISORS

Website

(941) 778-1900

1001 Third Ave West
Suite 450
Bradenton, FL 34205

SEC#: 801-80862
Years in Business: 6 years

PENINSULA ASSET MANAGEMENT INC

Website

(941) 748-8680

1001 3rd Avenue West
Suite 220
Bradenton, FL 34205

SEC#: 801-17065
Years in Business: 39 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(678) 338-4378

4615 Riverview Blvd

Bradenton, FL 34209

SEC#: 801-108114
Years in Business: 5 years

HARBOR FINANCIAL SERVICES, LLC

Website

(941) 896-2473

7907 25th Ave W

Bradenton, FL 34209

SEC#: 801-65811
Years in Business: 15 years

EXCEL WEALTH MANAGEMENT, LLC

Website

(877) 392-3537

13218 Sorrento Way

Bradenton, FL 34211

SEC#: 801-114524
Years in Business: 2 years

CAMPBELL FINANCIAL PARTNERS, LLC

Website

(239) 454-5333

7412 Pine Valley Street

Bradenton, FL 34202

SEC#: 801-112579
Years in Business: 3 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

NAPLES ASSET MANAGEMENT CO., LLC

Website

(941) 724-1208

6306 Spyglass Lane

Bradenton, FL 34202

SEC#: 801-66945
Years in Business: 15 years

 


Bradenton, FL Financial Advisor FAQs

Some of the most important questions to ask include: Who will manage my money on a day-to-day basis? How much does this service cost? If I pay an annual fee, what percentage would that come out as each month (or year)? Will I ever receive any cash or is it all stocks and bonds? Will those assets grow in value over time at a set rate without varying so much in overall performance?
The role of a financial advisor varies from person to person. Some advisors specialize in retirement planning, while others focus on investments, insurance etc.
Financial advisors are typically for people who need help with their investing strategy. This may be because they have enough money to not worry about it, or because they are too busy juggling travel obligations to juggle the time needed for research.
You want to find a person who is both qualified and experienced. In any case, it's best to seek looks from two or more advisors before deciding on a particular one. This ensures that you're getting the information from at least two perspectives and helps prevent bias due to over reliance on one perspective.