Find a Financial Advisor in Satellite Beach, FL

 

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

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We Only Work With The Best Satellite Beach 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 Satellite Beach, FL


  • Financial Advisor Close to Satellite Beach, 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 Satellite Beach, 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 Satellite Beach, FL

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

  • Population: 10,873
  • % of Population 62 Years and Over: 25.1%
  • Average Home Value: $318,400
  • Average Monthly Housing Cost: $1,435
  • Average Household Income: $107,390
  • 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 Satellite Beach, FL

 

FIRSTWAVE FINANCIAL

Website

(321) 773-7773

1300 Highway Aia
Suite 103
Satellite Beach, FL 32937

SEC#: 801-56525
Years in Business: 22 years

MCDANIEL KNUTSON INC.

Website

(321) 722-7882

1360 S. Patrick Drive
Suite 5
Satellite Beach, FL 32937

SEC#: 801-62611
Years in Business: 18 years

 


Satellite Beach, FL Financial Advisor FAQs

It is possible to invest on your own with a little basic knowledge. However, some people may not have the time or the money (or both) needed to do such research and then maintain that investment strategy on an ongoing basis. You might consider consulting a financial advisor if you are looking for someone who would be knowledgeable about how to set up investments that will generate income in retirement, or someone who can help you understand, plan for and manage future healthcare needs.
In order to pick a financial advisor, it is important that they fit your personality and provide a service that you will be comfortable with.
Financial advisors usually charge fees and commissions for their services. Fees may be in the form of an annual percentage of your entire portfolio, or a flat fee per service like a financial plan (either hourly or in-depth). Commissions are generally charged when they make trades on your behalf.
Financial advisors analyze stocks, bonds, mutual funds and other investments available in the market based upon the clients' needs before rendering expert advice to guide their clients towards appropriate actions. He or she may even work closely with attorneys in order to plan for future contingency events such as taxes when he has found an investment option that is suitable for his particular case. ermore some