Find a Financial Advisor in Lakeland, FL

 

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

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We Only Work With The Best Lakeland 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 Lakeland, FL


  • Financial Advisor Close to Lakeland, 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 Lakeland, 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 Lakeland, FL

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

  • Population: 107,922
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $171,800
  • Average Monthly Housing Cost: $915
  • Average Household Income: $67,899
  • 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 Lakeland, FL

 

JAMES I. BLACK & COMPANY

Website

(863) 686-4163

311 South Florida Avenue

Lakeland, FL 33801

SEC#: 801-118955
Years in Business: 1 years

CPS INVESTMENT ADVISORS

Website

(863) 688-1725

205 East Orange Street #310

Lakeland, FL 33801

SEC#: 801-35294
Years in Business: 32 years

CORE WEALTH ADVISORS, INC.

Website

(863) 904-4745

124 South Florida Avenue
4th Floor
Lakeland, FL 33801

SEC#: 801-81079
Years in Business: 6 years

ALLEN & COMPANY OF FLORIDA, LLC

Website

(863) 688-9000

1401 South Florida Ave

Lakeland, FL 33803

SEC#: 801-57874
Years in Business: 21 years

WALL ADVISORS, INC.

Website

(863) 683-0708

212 E Highland Drive
Suite 201
Lakeland, FL 33813

SEC#: 801-119837
Years in Business: 1 years

AGAMERICA LENDING LLC

Website

(863) 607-9500

4030 South Pipkin Rd.

Lakeland, FL 33811

SEC#: 801-112914
Years in Business: 3 years

BEACON GLOBAL ADVISOR NETWORK, LLC

Website

(352) 633-0794

4740 Cleveland Heights Boulevard
Suite 5
Lakeland, FL 33813

SEC#: 801-110724
Years in Business: 4 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1120 Haymarket Drive

Lakeland, FL 33809

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

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1120 Haymarket Drive

Lakeland, FL 33809

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

 


Lakeland, FL Financial Advisor FAQs

A financial advisor helps people understand their finance and investments by offering guidance on what they should do with their savings. This could be things like how much money they need to retire or what products are best for them to invest in.
Specifically, ask them how they charge and whether they're compensated by commission or receive a flat fee per hour. Other areas worth inquiry include the investments offered (including fees); minimums and maximums for account size; asset allocation methodologies (including outside funds); retirement plans, including specific plans such as IRAs, SEP IRAs or SIMPLE IRAs.
Yes. You need an advisor if you have large amounts of assets, investments with potential downside risk, more than one type of investment that needs to be managed together, or if confusion about your situation prevents you from acting appropriately enough on your own behalf.
When you're looking for qualified financial advisors to help guide your investments, it is important to first ask some questions about their licensing and credentials.