Find a Financial Advisor in Pompano Beach, FL

 

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

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We Only Work With The Best Pompano Beach 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 Pompano Beach, FL


  • Financial Advisor Close to Pompano Beach, 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 Pompano Beach, 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 Pompano Beach, FL

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

  • Population: 110,062
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $222,600
  • Average Monthly Housing Cost: $1,180
  • Average Household Income: $68,937
  • 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 Pompano Beach, FL

 

HERITAGE INVESTMENT GROUP, INC.

Website

(954) 785-5400

2480 N.E. 23rd Street

Pompano Beach, FL 33062

SEC#: 801-60396
Years in Business: 20 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(703) 966-9249

777 S. Federal Hwy
Apt E211
Pompano Beach, FL 33062

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(703) 966-9249

777 S. Federal Hwy
Apt E211
Pompano Beach, FL 33062

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(703) 966-9249

777 S. Federal Hwy
Apt E211
Pompano Beach, FL 33062

SEC#: 801-80575
Years in Business: 6 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(703) 966-9249

777 S. Federal Hwy
Apt E211
Pompano Beach, FL 33062

SEC#: 801-80575
Years in Business: 6 years

HERITAGE INVESTMENT GROUP, INC.

Website

(954) 785-5400

2600 Northeast 14th Street Causeway - East

Pompano Beach, FL 33062

SEC#: 801-60396
Years in Business: 20 years

HERITAGE INVESTMENT GROUP, INC.

Website

(954) 785-5400

2600 Northeast 14th Street Causeway - West

Pompano Beach, FL 33062

SEC#: 801-60396
Years in Business: 20 years

CLARAPHI ADVISORY NETWORK, LLC

Website

(703) 966-9249

777 S. Federal Hwy
Apt E211
Pompano Beach, FL 33062

SEC#: 801-80575
Years in Business: 6 years

SIGNET FINANCIAL MANAGEMENT, LLC

Website

(973) 543-6660

1220 Se 3Rd Avenue

Pompano Beach, FL 33060

SEC#: 801-31294
Years in Business: 33 years

 


Pompano Beach, FL Financial Advisor FAQs

Every person's financial concerns are different. But for many people, a financial advisor comes into their lives when they're ready to invest in the stock market and want consulting and planning support. Some clients need help with asset and investment allocations while others just need someone to review what is happening with their investments on an ongoing basis.
It's important to consult with a financial advisor when you are opening or closing bank accounts, starting or ending investment portfolios, and purchasing new homes.
Choosing a financial advisor is like choosing any other professional service. The best way to find a quality investment advisor is by talking with friends and family for recommendations, asking trusted sources such as your banker or accountant if they know anyone who might meet your needs, and even using the internet or networking groups like Chambers of Commerce for leads.
The fee for a financial advisor depends on two factors: the type of account(s), and the time spent managing the account. Financial advisors typically charge a percentage of assets managed for this service, but may also charge a flat monthly or quarterly fee depending on how much work is involved.