Sarasota, FL Financial Advisors and Resources



Financial Advisor Firms in Sarasota, 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: 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: 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: 7 years


How Retirement-Friendly is Sarasota, FL?

  • Population: 56,919
  • % of Population 62 Years and Over: 32.2%
  • Average Home Value: $238,200
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $87,493
  • 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.)


Sarasota, FL Financial Advisor FAQs

This will vary from person to person, but there are a number of considerations one should take into account. Ultimately what matters most is your end goal: what do you see yourself doing in five years and who can help you reach that goal? It is most likely best for someone who has certain constraints such as low portfolio balances and retirement investments.
A financial advisor helps you design and implement a financial plan that can help you maximize your current and future wealth.
Financial advisors typically offer a range of services including equity, fixed income, and alternative investments. For example, an advisor may sell stocks or mutual funds that require a fee per transaction plus a commission for the sale over a certain threshold.
It's important to seek an investment professional with a fiduciary responsibility towards you before looking at fees and commissions on any investment products/services favored by the advisor.