Find a Financial Advisor in Coconut Creek, FL

 

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

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We Only Work With The Best Coconut Creek 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 Coconut Creek, FL


  • Financial Advisor Close to Coconut Creek, 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 Coconut Creek, 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 Coconut Creek, FL

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

  • Population: 60,490
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $281,400
  • Average Monthly Housing Cost: $1,395
  • Average Household Income: $78,410
  • 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 Coconut Creek, FL

 

UTOPIA WEALTH MANAGEMENT, LLC

Website

(754) 264-4778

6810 N. State Rd. 7

Coconut Creek, FL 33073

SEC#: 801-116740
Years in Business: 2 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 281-5292

3730 Coconut Creek Pkwy
Suite 202
Coconut Creek, FL 33066

SEC#: 801-80425
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(954) 623-7611

4171 W. Hillsboro Blvd.
Suite 4
Coconut Creek, FL 33073

SEC#: 801-80983
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 281-5292

3730 Coconut Creek Pkwy
Suite 202
Coconut Creek, FL 33066

SEC#: 801-80425
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(954) 623-7611

4171 W. Hillsboro Blvd.
Suite 4
Coconut Creek, FL 33073

SEC#: 801-80983
Years in Business: 6 years

BEAM ASSET MANAGEMENT, LLC

Website

(954) 582-1430

4411 Nw 7th Street

Coconut Creek, FL 33066

SEC#: 801-60334
Years in Business: 20 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(954) 623-7611

4171 W. Hillsboro Blvd.
Suite 4
Coconut Creek, FL 33073

SEC#: 801-80983
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 281-5292

3730 Coconut Creek Pkwy
Suite 202
Coconut Creek, FL 33066

SEC#: 801-80425
Years in Business: 6 years

BEAM ASSET MANAGEMENT, LLC

Website

(954) 582-1430

4411 Nw 7th Street

Coconut Creek, FL 33066

SEC#: 801-60334
Years in Business: 20 years

 


Coconut Creek, FL Financial Advisor FAQs

Some questions I recommend are- do they know what you need? Do they have an assortment of services? Would they be able to provide unique referrals for insurance, health care, etc.?
Yes! We all need a financial advisor. The world is constantly changing and as such, the advice you received on your finances years ago isn't as useful as it used to be.
A financial advisor may cost anywhere from $50-$1000+ an hour. A financial advisor will be more expensive if they are managing assets for more than one person, or if they work under a ruling of the SRO (Self-Regulatory Organization). Generally speaking, though, the rates depend on where you live and what type of business or profession your advisor is in.
Research is key: you'll need to research the professional credentials offered by different advisors as well their track records.