Find a Financial Advisor in Okaloosa County, FL

 

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

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We Only Work With The Best Okaloosa County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Okaloosa County, FL


  • Financial Advisor Close to Okaloosa 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 Okaloosa 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 Okaloosa County, FL

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

  • Population: 203,794
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $222,200
  • Average Monthly Housing Cost: $1,141
  • Average Household Income: $82,171
  • 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 Okaloosa County, FL

 

TAMP ADVISORY SOLUTIONS, LLC

Website

(850) 460-8444

4458 Legendary Dr.
Suite 140
Destin, FL 32541

SEC#: 801-80938
Years in Business: 6 years

BURNS WEALTH ADVISORS LLC

Website

(850) 855-4890

200 Calusa Blvd
Suite 100
Destin, FL 32541

SEC#: 801-117306
Years in Business: 2 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(850) 837-2451

36468 Emerald Coast Parkway
Suite 5101
Destin, FL 32541

SEC#: 801-71421
Years in Business: 11 years

RFG ADVISORY, LLC

Website

(850) 990-0618

4476 Legendary Dr., Suite 201

Destin, FL 32541

SEC#: 801-79153
Years in Business: 7 years

BURNS WEALTH ADVISORS LLC

Website

(850) 855-4890

200 Calusa Blvd
Suite 100
Destin, FL 32541

SEC#: 801-117306
Years in Business: 2 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(850) 837-2451

36468 Emerald Coast Parkway
Suite 5101
Destin, FL 32541

SEC#: 801-71421
Years in Business: 11 years

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Website

(952) 831-8243

4320 Commons Drive West
Apt. 1302
Destin, FL 32541

SEC#: 801-69464
Years in Business: 13 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(850) 837-2451

36468 Emerald Coast Parkway
Suite 5101
Destin, FL 32541

SEC#: 801-71421
Years in Business: 11 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(850) 837-2451

36468 Emerald Coast Parkway
Suite 5101
Destin, FL 32541

SEC#: 801-71421
Years in Business: 11 years

 


Okaloosa County, FL Financial Advisor FAQs

A financial advisor is an individual that provides personalized professional consultation services for people who want to achieve their financial goals.
A financial advisor's duties is an all-encompassing process that starts by figuring out the client's needs, develops into comparing potential plans to meet those needs while fulfilling regulatory requirements, finally meeting with the client to address any questions or concerns they may have.
It is not enough to simply invest in a portfolio and assume you will make smart investment decisions while investing. There are several other factors to consider, which your financial advisor can help you with like: tax treatment of investments, what financial assets may be suitable for an investor's needs and risk tolerance, the need for an emergency fund, etc.
Financial advisors who work only on a fee-only basis charge an hourly rate, a flat annual rate, or as a percentage of net worth to provide advice and management. Advisors who receive payment from commissions earn those commissions by buying or selling investments on behalf of clients.