Find a Financial Advisor in Punta Gorda, FL

 

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We Only Work With The Best Punta Gorda 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 Punta Gorda, FL


  • Financial Advisor Close to Punta Gorda, 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 Punta Gorda, 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 Punta Gorda, FL

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

  • Population: 19,571
  • % of Population 62 Years and Over: 58.8%
  • Average Home Value: $369,600
  • Average Monthly Housing Cost: $967
  • Average Household Income: $88,891
  • 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 Punta Gorda, FL

 

LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

Website

(941) 391-8000

252 West Marion Avenue
Suite 200
Punta Gorda, FL 33950

SEC#: 801-113500
Years in Business: 3 years

FLAHARTY ASSET MANAGEMENT, LLC

Website

(941) 206-6200

1107 W. Marion Avenue
Suite 112
Punta Gorda, FL 33950

SEC#: 801-78437
Years in Business: 8 years

BALLAST ADVISORS, LLC

Website

(941) 621-4015

223 Taylor Street
Suite 1214
Punta Gorda, FL 33950

SEC#: 801-108984
Years in Business: 5 years

GEIER ASSET MANAGEMENT INC

Website

(410) 997-8000

776 Monaco Drive

Punta Gorda, FL 33950

SEC#: 801-56955
Years in Business: 22 years

 


Punta Gorda, FL Financial Advisor FAQs

In the best scenario, you widen your research by reading reviews and listening to what people have to say about their financial advisors. Interviewing a potential advisor over the phone will be helpful in finding out if they have a background of recommending outperforming investments or not.
The cost of a financial advisor varies depending on the individual client, the types of services provided and how often they can be in contact. Additionally, some advisors charge by service or product while others charge a flat fee or based on your assets. In general, most fees fall between 0%-1%.
The most important information in selecting a financial advisor concerns the underlying nature of the services they offer. Do they give advice for your situation, or are they pushing products? Are these products in line with your values?
There are a variety of ways that different financial advisors get paid. Some of the most common methods include percentage-based commission sales programs, fee-only services agreements, asset management fees and performance-based compensation plans.