Find a Financial Planner in Ft. Lauderdale, FL

 

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We Only Work With The Best Ft. Lauderdale 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 Fort Lauderdale, FL


  • Financial Advisor Close to Fort Lauderdale, 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 Fort Lauderdale Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Fort Lauderdale area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Fort Lauderdale can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.2% of Fort Lauderdale'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 Fort Lauderdale area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Fort Lauderdale area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Fort Lauderdale area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Fort Lauderdale area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Fort Lauderdale area, it typically 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 Fort Lauderdale 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 Fort Lauderdale, 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 Fort Lauderdale, FL

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

  • Population: 180,124
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $348,000
  • Average Monthly Housing Cost: $1,370
  • Average Household Income: $99,308
  • 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 Fort Lauderdale, FL


AVENTURA CAPITAL MANAGEMENT, LLC

Website

(305) 466-0467

100 Se 3rd Ave
Suite 2216
Fort Lauderdale, FL 33394

SEC#: 801-67322
Years in Business: 14 years

KOVACK INTERNATIONAL ADVISORS INC.

Website

(954) 782-4771

6541 N. Federal Highway
Suite 1201
Fort Lauderdale, FL 33308

SEC#: 801-79304
Years in Business: 7 years

LAS OLAS CAPITAL ADVISORS, LLC

Website

(954) 289-4690

888 East Las Olas Blvd
Suite 200
Fort Lauderdale, FL 33301

SEC#: 801-100492
Years in Business: 5 years

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Website

(866) 405-1031

2810 East Oakland Park Blvd
Suite 101
Fort Lauderdale, FL 33306

SEC#: 801-110227
Years in Business: 4 years

CONSILIUM INVESTMENT MANAGEMENT LLC

Website

(954) 315-9380

2400 E Commercial Blvd
Suite 900
Fort Lauderdale, FL 33308

SEC#: 801-63245
Years in Business: 16 years

CANNON GLOBAL INVESTMENT MANAGEMENT, LLC

Website

(754) 264-8642

915 Middle River Dr.
Suite 518
Fort Lauderdale, FL 33304

SEC#: 801-116953
Years in Business: 1 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 487-1860

6550 N Federal Highway
Suite 510
Fort Lauderdale, FL 33308

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

PALISADES HUDSON ASSET MANAGEMENT, L.P.

Website

(954) 524-5552

200 Sw First Avenue
Suite 1250
Fort Lauderdale, FL 33301

SEC#: 801-55677
Years in Business: 22 years

KOVACK ADVISORS, INC.

Website

(954) 782-4771

6451 N. Federal Hwy
Suite 1201
Ft. Lauderdale, FL 33308

SEC#: 801-63048
Years in Business: 17 years

SOCIUS FAMILY OFFICE, LLC

Website

(561) 404-0484

200 East Las Olas Boulevard
Suite 1550
Fort Lauderdale, FL 33301

SEC#: 801-71580
Years in Business: 10 years