Find a Financial Advisor in Pensacola, FL

 

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

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We Only Work With The Best Pensacola 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 Pensacola, FL


  • Financial Advisor Close to Pensacola, 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 Pensacola, 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 Pensacola, FL

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

  • Population: 52,642
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $189,600
  • Average Monthly Housing Cost: $950
  • Average Household Income: $76,739
  • 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 Pensacola, FL

 

FSA INVESTMENT GROUP, LLC

Website

(850) 696-1550

212 South Alcaniz Street

Pensacola, FL 32502

SEC#: 801-76511
Years in Business: 9 years

SALTMARSH FINANCIAL ADVISORS, L.L.C.

Website

(850) 435-8300

900 N 12th Avenue

Pensacola, FL 32501

SEC#: 801-110278
Years in Business: 4 years

EUDAIMONIA ADVISORS LLC

Website

(850) 206-2955

3 W Garden Street
Suite 352
Pensacola, FL 32502

SEC#: 801-116891
Years in Business: 2 years

FIRST COMMAND ADVISORY SERVICES

Website

(850) 456-9237

180 North Palafox St

Pensacola, FL 32502

SEC#: 801-56942
Years in Business: 16 years

WARREN AVERETT ASSET MANAGEMENT, LLC

Website

(850) 435-7400

316 South Baylen Street
Suite 300
Pensacola, FL 32502

SEC#: 801-60741
Years in Business: 20 years

FIRST COMMAND ADVISORY SERVICES

Website

(850) 456-9237

180 North Palafox St

Pensacola, FL 32502

SEC#: 801-56942
Years in Business: 16 years

EMERANT WEALTH, LLC

Website

(850) 435-7400

316 South Baylen Street
Suite 300
Pensacola, FL 32502

SEC#: 801-107187
Years in Business: 5 years

LEBENTHAL GLOBAL ADVISORS, LLC

Website

(470) 875-9436

3 West Garden St
Suite 609
Pensacola, FL 32502

SEC#: 801-110652
Years in Business: 4 years

IFP ADVISORS, LLC

Website

(850) 346-3039

1517 W. Garden St.

Pensacola, FL 32503

SEC#: 801-69511
Years in Business: 13 years

 


Pensacola, FL Financial Advisor FAQs

The first step to finding a financial advisor is knowing what you're looking for.
The only real way to figure out who is best for your individual needs is by interviewing several advisors and asking specific questions about their history, expertise, and desired work/life balance. It might take as long as an hour chatting with each person before you can make sure they're a good fit for what you need. If picking one seems too daunting, at least use the interview process as a means of finding someone that would be less than perfect but still acceptable.
This is a hard question to answer as it depends on many factors such as what you need. For example, if your only needs are tax and legal services than the cost will be low. If you have complex needs such as estate planning or financing, then the level of complexity would greatly increase the cost depending on how much help is needed.
Yes, you do. It is important to have someone in your corner who can advise you on all things money-related. They can help guide you through the financial market and help plan for your future needs with wisdom and forethought, making it easier for us to avoid unnecessary mistakes when investing our hard-earned savings.