Find a Financial Advisor in Leon County, FL

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

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We Only Work With The Best Leon 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 Leon County, FL


  • Financial Advisor Close to Leon 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 Leon 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 Leon County, FL

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

  • Population: 289,770
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $207,300
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $75,693
  • 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 Leon County, FL

 

 


Leon County, FL Financial Advisor FAQs

Leon County is a county in the state of Florida's Panhandle. The Tallahassee metropolitan region includes Leon County. Grady County, Georgia (north), Thomas County, Georgia (northeast), and Jefferson County, Georgia (east) are all nearby counties (east). Florida State University, State of Florida, and Tallahassee Memorial Healthcare, Inc. are the top employers in Leon County. It has more than 5,000 employees each. Red Hills is one of Leon County's most prominent natural sights, and it is regarded as one of the top tourist attractions. The Red Hills, sometimes known as the Tallahassee Hills, is a gently undulating hilly terrain in the southeast United States. It's both a geomorphic and an ecoregion. We've partnered with top-tier financial advisors in Leon County, Florida to put you in touch with them. This is situated in the Florida Panhandle and the Red Hills Region, with the majority of the area consisting of rolling hills. Its designated seat is the City of Tallahassee, which is the state capital. This area belongs to the Tallahassee Metropolitan Area. Grady County borders this county to the north, Jefferson County to the east, Wakulla County to the south, and Gadsden County and Liberty County to the west. In Leon 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!

A financial advisor is somebody who can help you manage your money or maintain your budget. They are experts in the field of finance and investments, so they are good at determining how much you need to save for retirement, whether now is a good time to invest in stocks or bonds, what type of health insurance would be best for your needs, etc.

Financial advisors provide guidance on topics such as taxes, saving for retirement, estate planning or inheriting wealth from parents or spouses.

Financial advisors are important because they can help you plan your financial future. They will take into account everything, from goals to risk tolerance, when making financial decisions for you.

Financial advisors can be compensated on a fee-only or a commission basis. On a fee-only basis, the advisor is paid only for the financial advice he or she provides and not based on any transactions made with clients. Conversely, commission-based advisors earn money via a percentage of the products they sell to clients.

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.