Find a Financial Advisor in Sarasota County, FL

 

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

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We Only Work With The Best Sarasota 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 Sarasota County, FL


  • Financial Advisor Close to Sarasota 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 Sarasota 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 Sarasota County, FL

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

  • Population: 419,496
  • % of Population 62 Years and Over: 41.2%
  • Average Home Value: $254,100
  • Average Monthly Housing Cost: $1,056
  • Average Household Income: $90,170
  • 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 Sarasota County, FL

 

WEALTH PRO ADVISORS, INC.

Website

(941) 907-2203

2381 Fruitville Road

Sarasota, FL 34237

SEC#: 801-117862
Years in Business: 2 years

FIDUCIARY WEALTH ADVISORS, LLC

Website

(941) 487-8640

2801 Fruitville Road
Suite 160
Sarasota, FL 34237

SEC#: 801-113149
Years in Business: 3 years

WEALTH PLANNING AND DESIGN LLC

Website

(941) 361-1484

6230 University Parkway
Suite 305
Sarasota, FL 34240

SEC#: 801-106914
Years in Business: 6 years

ALLEGIANT PRIVATE ADVISORS, LLC

Website

(941) 365-3745

240 South Pineapple Ave
Suite 200
Sarasota, FL 34236

SEC#: 801-119298
Years in Business: 1 years

THINKBETTER

Website

(941) 451-0029

1549 Ringling Boulevard
Suite 510
Sarasota, FL 34236

SEC#: 801-119275
Years in Business: 1 years

SARA-BAY FINANCIAL CORP.

Website

(941) 371-8027

2201 Cantu Court
Suite 102
Sarasota, FL 34232

SEC#: 801-79508
Years in Business: 7 years

SOUTHERN TRUST FINANCIAL PLANNING

Website

(941) 308-0041

1943 Morrill Street
Suite 1
Sarasota, FL 34236

SEC#: 801-70791
Years in Business: 12 years

DAY HAGAN ASSET MANAGEMENT

Website

(941) 330-1702

1000 S. Tamiami Trail

Sarasota, FL 34236

SEC#: 801-66337
Years in Business: 15 years

IFS ADVISORS, INC

Website

(941) 907-8888

6710 Professional Pkwy West
Suite 203
Sarasota, FL 34240

SEC#: 801-80435
Years in Business: 7 years

 


Sarasota County, FL Financial Advisor FAQs

Financial advisors are typically good at accessing your unique needs and determining the right course of action for you to take. One thing is certain though - by not having an expert on your side, there are serious risks that exist because the wealth-building decisions will always fall short of their potential.
Professional financial advisors help make investments for people to make their lives easier through a wide range of services ranging from brokerage accounts and insurance, to retirement asset management.
Financial advisors can vary in experience and expertise. If you are searching for a fee-based advisor, look for someone who is registered with the Securities & Exchange Commission (SEC). Other things to consider would be their professional qualifications, length of time in business, etc.
The cost of hiring a professional financial advisor depends on the services they provide, your specific needs and goals, and the level of guidance required.