Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Sarasota County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Sarasota County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Sarasota County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
41.2% of Sarasota County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Sarasota County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Sarasota County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Sarasota County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Sarasota County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Sarasota County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sarasota County area when dealing with high-interest credit card debt and private student loans.

 

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: 1 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: 5 years

ALLEGIANT PRIVATE ADVISORS, LLC

Website

(941) 365-3745

240 South Pineapple Ave
Suite 200
Sarasota, FL 34236

SEC#: 801-119298
Years in Business: 0 years

THINKBETTER

Website

(941) 451-0029

1549 Ringling Boulevard
Suite 510
Sarasota, FL 34236

SEC#: 801-119275
Years in Business: 0 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: 11 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: 6 years

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Website

(941) 349-9200

1221 S. Tamiami Trail

Sarasota, FL 34239

SEC#: 801-106675
Years in Business: 5 years