Find a Financial Advisor in Chiefland, FL

 

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

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We Only Work With The Best Chiefland 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 Chiefland, FL


  • Financial Advisor Close to Chiefland, 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 Chiefland, 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 Chiefland, FL

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

  • Population: 2,567
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $104,200
  • Average Monthly Housing Cost: $681
  • Average Household Income: $44,828
  • 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 Chiefland, FL

 

SMITH ASSET MANAGEMENT CO., LLC

Website

(352) 493-7700

322 East Park Avenue

Chiefland, FL 32626

SEC#: 801-81169
Years in Business: 6 years

 


Chiefland, FL Financial Advisor FAQs

You should make sure the candidate is licensed, fiduciary-bound, and has a track record of success. It's ideal when they ask you questions about your financial goals in order to help tailor their advice. You can also ask for referrals from satisfied clients.
It's important to see your financial advisor before making any major decisions about planning for your money. There are so many factors to consider with this question. Financial advisors can help with these 3 things: Asset allocation, investment strategies, and retirement income generation for you and/or your company.
Get referrals. Ask friends and colleagues for the name of their financial advisor. If you can't seem to accumulate enough names, find out if there are any associations like Rotary International or Lions Clubs where you live. They often keep lists of local advisors which they update quarterly.
A financial advisor's fees vary greatly depending on a few different factors, such as the type of services you're looking for and the amount of your current assets. For example, do you need help with investing or taxes? Do you have stocks, bonds, or cash?