Find a Financial Advisor in Tallahassee, FL

 

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

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We Only Work With The Best Tallahassee 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 Tallahassee, FL


  • Financial Advisor Close to Tallahassee, 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 Tallahassee, 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 Tallahassee, FL

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

  • Population: 191,279
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $203,700
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $66,889
  • 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 Tallahassee, FL

 

WEALTH MANAGEMENT CORP

Website

(850) 894-7526

2941 Kerry Forrest Parkway

Tallahassee, FL 32309

SEC#: 801-118733
Years in Business: 1 years

CHIRON CAPITAL MANAGEMENT, LLC

Website

(850) 775-1939

3421 Bannerman Rd, Suite 202

Tallahassee, FL 32312

SEC#: 801-119069
Years in Business: 1 years

SMITH BRUER ADVISORS

Website

(850) 877-0803

1700 Summit Lake Drive
Suite 102
Tallahassee, FL 32317

SEC#: 801-116727
Years in Business: 2 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(800) 330-6115

1410 Piedmont Drive East

Tallahassee, FL 32308

SEC#: 801-14059
Years in Business: 43 years

PARK AVENUE SECURITIES LLC

Website

(850) 562-9075

3664 Coolidge Ct.

Tallahassee, FL 32311

SEC#: 801-58108
Years in Business: 21 years

PARK AVENUE SECURITIES LLC

Website

(850) 562-9075

3664 Coolidge Ct.

Tallahassee, FL 32311

SEC#: 801-58108
Years in Business: 21 years

LION STREET ADVISORS, LLC

Website

(850) 671-2124

2580 Care Drive
Ste 1
Tallahassee, FL 32308

SEC#: 801-107414
Years in Business: 5 years

VERITY ASSET MANAGEMENT, INC.

Website

(850) 385-3578

2010 Raymond Diehl Road
Suite 102
Tallahassee, FL 32308

SEC#: 801-66730
Years in Business: 15 years

NBC SECURITIES, INC.

Website

(850) 224-0630

3116 Capitol Circle Ne
Suite 10
Tallahassee, FL 32308

SEC#: 801-58257
Years in Business: 21 years

 


Tallahassee, FL Financial Advisor FAQs

Questions about a financial advisor's qualifications and experience are important. Ask what credentials they have, if there is a fee for setting up an account, or how long they've been working in finance
Financial advisors can be a helpful tool in your overall financial planning. The cost for a financial advisor ranges from as little as $225 per year to as much as $8,000 per year based on what they offer and their experience.
Start by doing your research. Ask friends, family members, or professionals you trust for recommendations. Check the advisor's qualifications to see if they have education or credentials that meet your needs.
If you need to make a complex financial decision that will take into account all of your personal finance situations, then it's best to consult with a professional. There are many things that could factor into this, such as the state of your assets and liabilities.