Find a Financial Advisor in Lake County, FL

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

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


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

We evaluated over 13,000 RIA firms to bring you the best of the best Lake County financial advisors.
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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.)



The Top 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: 11 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(352) 343-2700

2100 Lake Eustis

Tavares, FL 32778

SEC#: 801-72037
Years in Business: 11 years

 


Lake County, FL Financial Advisor FAQs

Lake County is located in the central part of the state of Florida in the United States. Tavares is the county seat, while Clermont is the major city. The Orlando-Kissimmee-Sanford, FL Metropolitan Statistical Area includes Lake County. Florida Hospital Waterman is on top of the list of Lake County's top employers. It has 1,759 local employees. The Ocala National Forest is the second largest nationally protected forest in the United States, and it is located in Lake County. Florida is a state in the US. Three miles east of Ocala and 16 miles southeast of Gainesville, it is situated. The Ocala National Forest is the earliest national forest east of the Mississippi River and the southernmost national forest inside the continental United States, having been created in 1908. We've partnered with top-tier financial advisors in Lake County, Florida to put you in touch with them. Aside from over a thousand lakes and rivers that inspired the name of this county, rolling hills, breathtaking panoramas, acres of preserves, state parks, and a national forest abounding flora and fauna make up this area. This is situated in the central section of its state, belonging to the Orlando- Kissimmee- Sanford, FL Metropolitan Statistical Area. Its designated seat is Tavares. Volusia County, Orange County, Seminole County, Polk County, and Sumter County are just a few of the counties that surround this area. In Lake County, Florida, financial advisors are in high demand, and you'll want to discover one who can assist you with your finances. Check out the list below to find financial experts in your region!

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).

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.