Find a Financial Advisor in Lady Lake, FL

 

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

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We Only Work With The Best Lady Lake 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 Lady Lake, FL


  • Financial Advisor Close to Lady Lake, 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 Lady Lake, 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 Lady Lake, FL

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

  • Population: 15,426
  • % of Population 62 Years and Over: 54.7%
  • Average Home Value: $150,200
  • Average Monthly Housing Cost: $767
  • Average Household Income: $55,212
  • 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 Lady Lake, FL

 

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1515 Buenos Aires Blvd

Lady Lake, FL 32159

SEC#: 801-77918
Years in Business: 8 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(631) 393-6959

1564 Lime Grove Ln.

Lady Lake, FL 32162

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(631) 393-6959

1564 Lime Grove Ln.

Lady Lake, FL 32162

SEC#: 801-101485
Years in Business: 6 years

 


Lady Lake, FL Financial Advisor FAQs

If you don't have a grasp of how to plan for your financial future, you should definitely get a professional on your side. There are many financial advisors who can help any person going through their retirement years have the right income and finish with the most security.
The cost of a financial advisor varies based on the complexity of your portfolio, length of time you intend to use an advisor, and the type of service desired.
Financial advisors get paid in a few different ways, some based on commission or performance-based fees. There are significant benefits to being compensated on commissions- for both the advisor and the client. If there is no upfront fee for professional financial advice, then it usually means that the advisor is being compensated on either an hourly basis or a per project basis with clients paying through ongoing monthly retainer arrangements.
You should ask yourself if this person has an appropriate level of training in both personal finance before they took on clients of their own. Ask about the services that are offered, how often the advisor reviews investments with your needs at heart, what types of securities will be held in accounts managed within his office generally, does he offer wealth management advice which includes both investing and tax planning?