Find a Financial Advisor in Clearwater, FL

 

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

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We Only Work With The Best Clearwater 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 Clearwater, FL


  • Financial Advisor Close to Clearwater, 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 Clearwater, 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 Clearwater, FL

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

  • Population: 115,159
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $219,100
  • Average Monthly Housing Cost: $1,083
  • Average Household Income: $72,536
  • 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 Clearwater, FL

 

MUTUAL TRUST ASSET MGMT., INC.

Website

(727) 799-9922

1499 Gulf To Bay Blvd
Ste. 100
Clearwater, FL 33755

SEC#: 801-111062
Years in Business: 4 years

FLAHARTY ASSET MANAGEMENT, LLC

Website

(727) 252-1050

311 Park Place Blvd.
Suite 150
Clearwater, FL 33759

SEC#: 801-78437
Years in Business: 8 years

BKS RETIREMENT SERVICES

Website

(727) 723-3676

25400 Us 19 N.
Suite 204
Clearwater, FL 33763

SEC#: 801-116888
Years in Business: 2 years

CLIENT 1ST ADVISORY GROUP

Website

(727) 450-2301

611 Druid Road E.
Suite 707
Clearwater, FL 33756

SEC#: 801-78052
Years in Business: 8 years

CSENGE ADVISORY GROUP, LLC

Website

(727) 437-6000

4755 East Bay Drive

Clearwater, FL 33764

SEC#: 801-72792
Years in Business: 10 years

SUCCESSFUL PORTFOLIOS LLC

Website

(727) 744-3614

611 Druid Road East
Suite 407
Clearwater, FL 33756

SEC#: 801-80702
Years in Business: 7 years

CHRONOS WEALTH MANAGEMENT, L.L.C.

Website

(727) 446-2306

1432 Court Street

Clearwater, FL 33756

SEC#: 801-116711
Years in Business: 2 years

PROVISE MANAGEMENT GROUP, LLC

Website

(727) 441-9022

611 Druid rd E. Ste 105

Clearwater, FL 33756

SEC#: 801-32172
Years in Business: 33 years

DEUTERIUM CAPITAL MANAGEMENT, LLC

Website

(727) 204-7570

1006 North Fort Harrison Avenue

Clearwater, FL 33755

SEC#: 801-112932
Years in Business: 3 years

 


Clearwater, FL Financial Advisor FAQs

Do you want to be wealthier in the long-term? Do you have a plan for your next five years that can't be accomplished without money? Do you have recurring expenses like rent or groceries or other debts? If so, then having someone to help with making wiser choices is worth considering.
Since most people lack the expertise and knowledge to make sound financial decisions, a financial advisor can help provide information to assist with these difficult tasks.
A financial advisor gets paid by the hour, gets commissions on transactions they advise on, or is paid a flat fee for handling an individual or company's particular financial needs.
Choose someone who is certified to act as a fiduciary.