Fort Lauderdale, FL Financial Advisors and Resources



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: 6 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: 17 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: 2 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: 7 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: 23 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


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.)


Fort Lauderdale, FL Financial Advisor FAQs

Financial advisors can be helpful for people who are not good with numbers or lack the time to manage their own investments. They usually specialize in tax-advantaged accounts, retirement planning, and long-term investing strategy.
Financial advisors are responsible for meeting with clients to help them make financial decisions with their money. They advise on anything from saving for retirement, investing in stocks or qualified plans, growing an emergency fund, insuring assets or life insurance needs.
There are a few ways to find a trusted advisor. First, as with any professional service, do as much due diligence as possible and be sure the person fits you and your needs. Wrap up this research by meeting someone in person--the best way to determine if they're qualified for you is through personal interaction.
Financial advisors typically get paid by either charging a flat fee for an asset management service or receiving a percentage of the assets under their care. Some accountants charge a combination of hourly fees and percentages, but these professionals typically offer other services as well.