Find a Financial Advisor in Brevard County, FL

 

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

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We Only Work With The Best Brevard 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 Brevard County, FL


  • Financial Advisor Close to Brevard 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 Brevard 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 Brevard County, FL

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

  • Population: 585,507
  • % of Population 62 Years and Over: 27.9%
  • Average Home Value: $209,100
  • Average Monthly Housing Cost: $971
  • Average Household Income: $77,091
  • 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 Brevard County, FL

 

API FINANCIAL ADVISORS, LLC

Website

(321) 888-2599

1950 Rockledge Blvd
Unit 201
Rockledge, FL 32955

SEC#: 801-117119
Years in Business: 2 years

SOLOMON API, LP

Website

(321) 888-2599

1950 Rockledge
Unit 201
Rockledge, FL 32955

SEC#: 801-113882
Years in Business: 3 years

IFP ADVISORS, LLC

Website

(321) 241-4000

6525 3Rd Street
Suite 209
Rockledge, FL 32955

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

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Website

(321) 242-8200

3188 Suntree Blvd

Rockledge, FL 32955

SEC#: 801-33422
Years in Business: 32 years

JONATHAN ROBERTS ADVISORY GROUP, INC.

Website

(321) 735-4994

4185 Us Highway 1
Suite 101
Rockledge, FL 32955

SEC#: 801-60722
Years in Business: 20 years

 


Brevard County, FL Financial Advisor FAQs

A financial coach or advisor is one who guides an individual’s decisions about personal finances. Some financial advisors offer personalized assistance with considerations like investing, budgeting, taxes, insurance coverage and retirement planning.
It is important to find an advisor who you trust and feel comfortable with. When choosing a financial advisor, you should ask yourself these two questions: Do I trust this person? How does he or she make me feel when talking with them? The more positive the experience, the more likely it is that they are good at their job.
Financial advisors provide professional guidance to clients which is designed to help them reach their financial goals. They focus on strategically managing aspects of investment portfolios; coordinating income, expenses, and savings; tax management; retirement planning; long-term care insurance needs.
Financial advisors can either charge a percentage of assets under management or could follow a monthly fee model.