Find a Financial Advisor in Coral Springs, FL

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

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We Only Work With The Best Coral Springs 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 Coral Springs, FL


  • Financial Advisor Close to Coral Springs, 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 Coral Springs, 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 Coral Springs, FL

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

  • Population: 132,568
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $357,600
  • Average Monthly Housing Cost: $1,622
  • Average Household Income: $98,671
  • 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 Coral Springs, FL

 

PERSONAL FINANCIAL PROFILES INC

Website

(954) 755-8647

2801 University Dr
Ste 201B
Coral Springs, FL 33065

SEC#: 801-78068
Years in Business: 9 years

KANEN WEALTH MANAGEMENT LLC

Website

(631) 863-3100

5850 Coral Ridge Drive
Suite 309
Coral Springs, FL 33076

SEC#: 801-116998
Years in Business: 2 years

FIDUCIARY PLANNING, LLC

Website

(610) 399-1500

3111 North University Drive
Suite 404
Coral Springs, FL 33065

SEC#: 801-116818
Years in Business: 2 years

FUSION ANALYTICS INVESTMENT PARTNERS LLC

Website

(954) 345-2888

7301 Wiles Road
Suite 104
Coral Springs, FL 33067

SEC#: 801-71058
Years in Business: 12 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(954) 723-0350

5491 N University Drive
Suite 101
Coral Springs, FL 33067

SEC#: 801-107913
Years in Business: 5 years

GRADIENT ADVISORS, LLC

Website

(954) 568-8802

4265 Nw 73 Way

Coral Springs, FL 33065

SEC#: 801-71000
Years in Business: 12 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(954) 346-2234

7401 Wiles Road
Suite 251
Coral Springs, FL 33067

SEC#: 801-79938
Years in Business: 7 years

GREAT VALLEY ADVISOR GROUP, INC.

Website

(954) 228-8106

5411 N University Drive
Suite #101
Coral Springs, FL 33067

SEC#: 801-72270
Years in Business: 11 years

WE ARE ONE SEVEN, LLC

Website

(954) 628-5630

5521 N. University Drive
Suite 103
Coral Springs, FL 33076

SEC#: 801-107829
Years in Business: 6 years

 


Coral Springs, FL Financial Advisor FAQs

Coral Springs is a city in Broward County, Florida, United States, about 20 miles (32 kilometers) northwest of Fort Lauderdale. The largest companies with offices at the Coral Springs Corporate Park are First Data and Alliance Entertainment. The city is also home to subsidiaries of ABB Asea Brown Boveri and Royal Plastics Group. Coral Springs is a 24-square-mile city located in Broward County's northwestern portion. Coral Springs is noted for its close-knit community, booming companies, cutting-edge recreational amenities, and top-rated schools. Financial advisors are serving in Coral Springs, FL or better known as the City of Coral Springs, a city that lies in Broward County roughly 20 miles northwest of Fort Lauderdale. Despite its name, the city actually has no natural springs housed in its area. Its name was from Coral Ridge Properties, Inc., the developer of the city. Its borders are Parkland to the north, Coconut Creek to the east, Margate and North Lauderdale to the southeast, and Tamarac to the south. Visit the links below to see financial advisors working nearby.

How much experience do you have in the financial field? What fees does your client pay when they consult with you?

A financial advisor usually charges a percentage of assets under management, or a fixed yearly retainer. This means there is no specific or defined cost for the services of a financial advisor.

The best way to find a financial advisor is by going through your company's human resources department, who should have a list of the investment firms that they partner with. From here you can choose which advisor appeals to you the most and schedule an appointment for what it takes to become a client.

Absolutely! Financial advisors have training in investing principles and various methods of managing money.