Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Clearwater Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Clearwater area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Clearwater can include managing client retirement accounts, investments, tax plans, and more.
26.7% of Clearwater's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Clearwater area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Clearwater area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Clearwater area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Clearwater area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Clearwater area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Clearwater area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 3 years

FLAHARTY ASSET MANAGEMENT, LLC

Website

(727) 252-1050

311 Park Place Blvd.
Suite 150
Clearwater, FL 33759

SEC#: 801-78437
Years in Business: 7 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: 9 years

SUCCESSFUL PORTFOLIOS LLC

Website

(727) 744-3614

611 Druid Road East
Suite 407
Clearwater, FL 33756

SEC#: 801-80702
Years in Business: 6 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