Lake County, FL Financial Advisors and Resources



Financial Advisor Firms in Lake County, FL


RUGGIE WEALTH MANAGEMENT

Website

(352) 343-2700

2100 Lake Eustis Dr.

Tavares, FL 32778

SEC#: 801-69419
Years in Business: 13 years

RWM ASSET MANAGEMENT, LLC

Website

(352) 343-2700

2100 Lake Eustis Dr.

Tavares, FL 32778

SEC#: 801-79789
Years in Business: 7 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 10 years


How Retirement-Friendly is Lake County, FL?

  • Population: 345,867
  • % of Population 62 Years and Over: 30.9%
  • Average Home Value: $204,300
  • Average Monthly Housing Cost: $913
  • Average Household Income: $69,788
  • 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.)


Lake County, FL Financial Advisor FAQs

It depends on the person's education and experience, but they generally provide clients with investment advice, balance their portfolios, manage their assets, and take care of other financial matters.
Hiring a financial advisor is worth the investment because they will be able to do the work for you at a fraction of what it would cost if you were to research or take action yourself.
You should look for an advisor with experience. An experience of at least 5 years in financial advising should be a good sign.
In general, the average advisor charges 1% of assets under management (commonly referred to as AUM).