Find a Financial Advisor in Daytona Beach, FL

 

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

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We Only Work With The Best Daytona Beach 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 Daytona Beach, FL


  • Financial Advisor Close to Daytona Beach, 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 Daytona Beach, 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 Daytona Beach, FL

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

  • Population: 67,604
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $170,100
  • Average Monthly Housing Cost: $884
  • Average Household Income: $52,005
  • 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 Daytona Beach, FL

 

FIRSTRUST

Website

(386) 788-3737

113 Executive Cir.

Daytona Beach, FL 32114

SEC#: 801-56812
Years in Business: 22 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 14 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

M HOLDINGS SECURITIES, INC.

Website

(386) 255-0519

325 Williamson Blvd
Suite 120
Daytona Beach, FL 32114

SEC#: 801-57304
Years in Business: 21 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 14 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

20/20 CAPITAL MANAGEMENT, INC

Website

(386) 671-0976

1663 N. Clyde Morris Blvd
Suite 2
Daytona Beach, FL 32117

SEC#: 801-106924
Years in Business: 5 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

 


Daytona Beach, FL Financial Advisor FAQs

Yes. A financial advisor has the ability to guide you through the investing process, but also guide you in all areas of your finances. They can help with retirement planning, talk about income tax implications for your decisions, and more.
Financial advisors help clients create and maintain an investment portfolio based on the client's needs and risk tolerance. They also help people make informed decisions about their budgets, savings, homeownership, businesses, taxes and more.
Financial advisors are paid in a variety of ways, including commissions, revenue-sharing or fees. No advisor can offer financial advice for free, but some are cheaper than others because they come with different trade-offs.
You should carefully investigate the advisor(s) in your area to find one with experience in your specific situation. Make sure they are licensed and accredited where necessary, speak to former clients who have successfully achieved their goals to learn more about the advisor's process, and take time before hiring them just to feel comfortable.