Find a Financial Planner in Sarasota, FL

 

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We Only Work With The Best Sarasota 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, FL


  • Financial Advisor Close to Sarasota, 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 Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Sarasota area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Sarasota typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
32.2% of Sarasota's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Sarasota area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Sarasota area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Sarasota area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Sarasota area often offer tax planning services to their clients. 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 in the Sarasota area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Sarasota area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Sarasota, 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, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Sarasota financial advisors.
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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.)


The Top 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: 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