Find a Financial Advisor in Lutz, FL

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Lutz 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 Lutz, FL


  • Financial Advisor Close to Lutz, 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 Lutz, 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 Lutz, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Lutz financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Lutz, FL?

  • Population: 22,235
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $326,300
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $114,545
  • 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 Lutz, FL

 

EDMP, INC.

Website

(813) 960-9600

136 Whitaker Road
Suite A
Lutz, FL 33549

SEC#: 801-43372
Years in Business: 28 years

PFG PRIVATE WEALTH MANAGEMENT, LLC

Website

(813) 286-7776

18572 N. Dale Mabry Hwy

Lutz, FL 33548

SEC#: 801-113163
Years in Business: 3 years

CPR INVESTMENTS INC

Website

(813) 388-9101

19309 Pier Point Ct

Lutz, FL 33558

SEC#: 801-112038
Years in Business: 4 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(813) 269-7100

16241 N. Florida Ave

Lutz, FL 33549

SEC#: 801-14059
Years in Business: 43 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 961-6395

16540 Pointe Village Drive
Suite 201
Lutz, FL 33558

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 956-6658

2620 Robertson Trail

Lutz, FL 33559

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 961-6395

16540 Pointe Village Drive
Suite 201
Lutz, FL 33558

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 956-6658

2620 Robertson Trail

Lutz, FL 33559

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(813) 961-6395

16540 Pointe Village Drive
Suite 201
Lutz, FL 33558

SEC#: 801-79769
Years in Business: 7 years

 


Lutz, FL Financial Advisor FAQs

First, it is absolutely crucial that you find an advisor who is unbiased. This means that he or she has no vested interest in convincing you to invest your money into their own fund or product offerings. If possible, ask for references and review any affiliations your advisor may have.
On average, financial advisors cost about 1% of the total amount that they manage.
The role of the financial advisor is to enhance your retirement plan, provide peace of mind during difficult economic times, and guarantee that you have the proper allocations for different types of investments in your current portfolio.
Know the process of interaction your financial advisor practices. Ask how often you will meet, if they are able to meet virtually, how flexible their schedules are, or how often they will reach out to you.