Find a Financial Advisor in Rockledge, FL

 

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

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We Only Work With The Best Rockledge 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 Rockledge, FL


  • Financial Advisor Close to Rockledge, 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 Rockledge, 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 Rockledge, FL

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

  • Population: 27,305
  • % of Population 62 Years and Over: 26.2%
  • Average Home Value: $213,600
  • Average Monthly Housing Cost: $1,107
  • Average Household Income: $80,582
  • 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 Rockledge, FL

 

API FINANCIAL ADVISORS, LLC

Website

(321) 888-2599

1950 Rockledge Blvd
Unit 201
Rockledge, FL 32955

SEC#: 801-117119
Years in Business: 2 years

SOLOMON API, LP

Website

(321) 888-2599

1950 Rockledge
Unit 201
Rockledge, FL 32955

SEC#: 801-113882
Years in Business: 3 years

IFP ADVISORS, LLC

Website

(321) 241-4000

6525 3Rd Street
Suite 209
Rockledge, FL 32955

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

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Website

(321) 242-8200

3188 Suntree Blvd

Rockledge, FL 32955

SEC#: 801-33422
Years in Business: 32 years

JONATHAN ROBERTS ADVISORY GROUP, INC.

Website

(321) 735-4994

4185 Us Highway 1
Suite 101
Rockledge, FL 32955

SEC#: 801-60722
Years in Business: 20 years

 


Rockledge, FL Financial Advisor FAQs

The most important thing to do is to research the background of the advisor. Find out if they are licensed by state and national regulatory bodies, what professional association they are a member of, past performance records in comparison with other similar advisors in their field.
Financial advisors cost anywhere from 0.1%-1% of the assets they manage per year.
Financial advisors often offer hour-long consultations where they evaluate one's risk tolerance and goals in order to make appropriate suggestions on how much an individual should be saving each month and where one should invest money in order to reach his/her goals.
Do they offer advice for people who need more help with their investments? Are they qualified? Does the advisor charge based on assets or investors with different levels of risk tolerance?