Find a Financial Advisor in Gainesville, FL

 

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

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We Only Work With The Best Gainesville 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 Gainesville, FL


  • Financial Advisor Close to Gainesville, 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 Gainesville, 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 Gainesville, FL

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

  • Population: 132,127
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $167,600
  • Average Monthly Housing Cost: $938
  • Average Household Income: $55,795
  • 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 Gainesville, FL

 

KOSS-OLINGER CONSULTING, LLC.

Website

(352) 373-3337

2700-A Nw 43rd Street

Gainesville, FL 32606

SEC#: 801-58175
Years in Business: 21 years

HOLLOWAY WEALTH MANAGEMENT, LLC

Website

(352) 337-8177

5225 Sw 91st Terrace

Gainesville, FL 32608

SEC#: 801-65430
Years in Business: 16 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 12 years

COLLABORATIVE WEALTH MANAGEMENT, INC.

Website

(352) 375-7977

4915 Nw 43Rd Street

Gainesville, FL 32606

SEC#: 801-80100
Years in Business: 7 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(352) 338-1560

5040 Southwest 91 Terrace
K-302
Gainesville, FL 32608

SEC#: 801-78808
Years in Business: 8 years

TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC

Website

(646) 201-4865

2601 Sw 8th Drive

Gainesville, FL 32601

SEC#: 801-114931
Years in Business: 2 years

IFP ADVISORS, LLC

Website

(352) 505-4886

4061 Nw 43Rd Street
Ste 16
Gainesville, FL 32606

SEC#: 801-69511
Years in Business: 13 years

TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC

Website

(646) 201-4865

2601 Sw 8th Drive

Gainesville, FL 32601

SEC#: 801-114931
Years in Business: 2 years

WHARTON BUSINESS GROUP, LLC

Website

(484) 328-3590

4800 Sw 91st Way

Gainesville, FL 32608

SEC#: 801-70752
Years in Business: 12 years

 


Gainesville, FL Financial Advisor FAQs

A financial advisor can charge a fee as a percentage of assets under their care, as a flat monthly or annual fee, or at other rates. Financial advisors may be paid by using a percentage of the funds that they have taken responsibility to manage.
Yes. Normally, a professional advisor is best suited to guide you through the financial complexities of life and help you plan for retirement, things that should not be taken lightly.
A financial advisor helps clients with budgeting, investing, and retirement planning. They assist with understanding key indices and market performance so they can chart a course of action based on the client’s goals.
Identify your investment needs. Dollar amounts needed, time horizon for what you need the money for (if retirement, what age), whether or not to restrict investments to low risk only (some people are more comfortable investing in high-risk options when they expect to live another 30+ years). Maintain a list of potential advisors who handle the type of investments you want.