Find a Financial Advisor in Polk County, FL

 

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

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We Only Work With The Best Polk 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 Polk County, FL


  • Financial Advisor Close to Polk 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 Polk 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 Polk County, FL

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

  • Population: 686,218
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $171,400
  • Average Monthly Housing Cost: $887
  • Average Household Income: $66,810
  • 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 Polk County, 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

 


Polk County, FL Financial Advisor FAQs

Yes, you need a financial advisor to help manage various investments and other assets. This will allow the investor to spend more time working on their career while a professional looks after managing their finances.
The most important thing that financial advisors do is give their clients advice. They can help with investments, taxes, retirement planning, estate planning and so much more.
Look for a financial advisor who holds to a fiduciary standard. This means that the financial advisor has their client's best interest in mind.
The average yearly cost for the services of a financial advisor is $1500 - $5000. This figure includes all of their time in planning, consulting with clients or providing ongoing advice to help generate savings or income necessary to reach all your goals.