Hernando County, FL Financial Advisors and Resources

Financial Advisor Firms in Hernando County, FL



(352) 345-4783

512 Colonial Drive

Brooksville, FL 34601

SEC#: 801-72913
Years in Business: 9 years

How Retirement-Friendly is Hernando County, FL?

  • Population: 186,313
  • % of Population 62 Years and Over: 32%
  • Average Home Value: $155,700
  • Average Monthly Housing Cost: $803
  • Average Household Income: $62,158
  • 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.)

Hernando County, FL Financial Advisor FAQs

A financial advisor typically focuses on managing clients' investments to help them reach their long-term financial goals. They may recommend stocks, bonds, mutual funds, or other investments. Some also have the type of expertise to advise on certain kinds of protection or insurance products.
There are many reasons, but at the top of the list is: to manage your portfolio and balance risk within your investments. An advisor will help you create and maintain a plan for managing money and helping with savings before emergencies arise.
A financial advisor should preferably be a Certified Financial Planner or should possess a similar professional credential. The firm he works for should be existent for more than 5 years.
Financial advisors provide a valuable service. The fees depend on the advisor and their background, but they often charge a percentage of the assets under management every year. There is a range from 1-2% annually, with a minimum yearly fee ranging from $1-5k USD.