Find a Financial Advisor in Sun City Center, FL

 

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We did the hard work of finding trustworthy partners in Sun City Center, FL.

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We Only Work With The Best Sun City Center 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 Sun City Center, FL


  • Financial Advisor Close to Sun City Center, 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 Sun City Center, 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 Sun City Center, FL

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

  • Population: 24,286
  • % of Population 62 Years and Over: 77.1%
  • Average Home Value: $189,700
  • Average Monthly Housing Cost: $833
  • Average Household Income: $66,588
  • 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 Sun City Center, FL

 

PAYANT WEALTH MANAGEMENT GROUP

Website

(813) 633-7333

1653 Sun City Center Plaza

Sun City Center, FL 33573

SEC#: 801-113231
Years in Business: 3 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

WEALTHSOURCE PARTNERS, LLC

Website

(813) 633-6526

139 S. Pebble Beach Boulevard
Suite 105
Sun City Center, FL 33573

SEC#: 801-107199
Years in Business: 5 years

WEALTHSOURCE PARTNERS, LLC

Website

(813) 633-6526

139 S. Pebble Beach Boulevard
Suite 105
Sun City Center, FL 33573

SEC#: 801-107199
Years in Business: 5 years

ROYAL FUND MANAGEMENT, LLC

Website

(412) 952-5688

921 Villeroy Greens Drive

Sun City Center, FL 32162

SEC#: 801-77918
Years in Business: 8 years

 


Sun City Center, FL Financial Advisor FAQs

The hourly charging rates of financial advisor vary enormously, depending on the kind of advice they offer and their level of experience. This includes different kinds of investments (stocks, bonds etc.), tax management, estate planning, individual retirement accounts (IRAs) and related investment-related matters like annuities and IRAs.
Answer: A financial advisor helps a client manage their personal finances to meet their individual needs and objectives. They set up a plan that includes a balance of investments tailored to the client's unique risk tolerance. Additionally, they often offer advice on topics related to insurance management, mortgage management, and tax-saving strategies.
What services do you provide? How much do you charge for these services? Are there any annual fees associated with our use of your service? How will the funds be invested, and what are the risks associated with these investments?
A good financial advisor will meet with you to learn more about your goals and tolerance for risk. They should also discuss fees. Fees can be charged in different ways, including commissions, management fees, or asset based fees. Your advisor should present you with additional documentation explaining their fee structure before you get started.