Find a Financial Planner in Saint Petersburg, FL

 

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We Only Work With The Best Saint Petersburg 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 St. Petersburg, FL


  • Financial Advisor Close to St. Petersburg, 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 St. Petersburg 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 St. Petersburg area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in St. Petersburg offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
22.9% of St. Petersburg'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 St. Petersburg area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the St. Petersburg area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 St. Petersburg area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 St. Petersburg 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 St. Petersburg 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 St. Petersburg 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 St. Petersburg, 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 St. Petersburg, FL

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

  • Population: 261,338
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $214,600
  • Average Monthly Housing Cost: $1,098
  • Average Household Income: $81,203
  • 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 St. Petersburg, FL


TRANSAMERICA FINANCIAL ADVISORS, INC.

Website

(727) 299-1800

570 Carillon Parkway

St Petersburg, FL 33716

SEC#: 801-38618
Years in Business: 29 years

DOYLE WEALTH MANAGEMENT, INC.

Website

(727) 898-3063

333 3rd Avenue North
Suite 300
St. Petersburg, FL 33701

SEC#: 801-64034
Years in Business: 16 years

DYNASTY WEALTH MANAGEMENT, LLC

Website

(212) 373-1000

200 Central Avenue
15th Floor
St. Petersburg, FL 33701

SEC#: 801-71301
Years in Business: 11 years

CYNDEO WEALTH PARTNERS

Website

(727) 472-3700

200 Central Avenue, 23rd Floor

St. Petersburg, FL 33701

SEC#: 801-118839
Years in Business: 0 years

CARILLON TOWER ADVISERS, INC.

Website

(800) 521-1195

780 Carillon Parkway

St Petersburg, FL 33716

SEC#: 801-100356
Years in Business: 5 years

NOVAK & POWELL FINANCIAL SERVICES, INC.

Website

(727) 451-3440

146 Second st N
Suite 306
St. Petersburg, FL 33701

SEC#: 801-108964
Years in Business: 4 years

YALE CAPITAL CORP.

Website

(727) 823-0006

6475 1st Ave South

St. Petersburg, FL 33707

SEC#: 801-64116
Years in Business: 16 years

G & O FINANCIAL SERVICES, INC.

Website

(727) 576-1245

888 Executive Center Dr W
Suite 101
St. Petersburg, FL 33702

SEC#: 801-88198
Years in Business: 6 years

SWM ADVISORS

Website

(727) 456-0011

One Beach Drive Se
Suite 301
St. Petersburg, FL 33701

SEC#: 801-107105
Years in Business: 5 years

ARS WEALTH ADVISORS

Website

(727) 322-0000

111 Second Avenue Ne
Suite 900
St. Petersburg, FL 33701

SEC#: 801-61691
Years in Business: 18 years