West Palm Beach, FL Financial Advisors and Resources



Financial Advisor Firms in West Palm Beach, FL


WEXFORD CAPITAL LP

Website

(561) 273-8600

777 South Flagler Drive
Suite 602 East
West Palm Beach, FL 33401

SEC#: 801-55118
Years in Business: 23 years

STRATEGIC WEALTH PARTNERS INC.

Website

(585) 738-9930

10693 Waterford Place

West Palm Beach, FL 33412

SEC#: 801-72682
Years in Business: 10 years

STERLING INVESTMENT MANAGEMENT

Website

(561) 835-1810

302 Datura Street
Suite 100
West Palm Beach, FL 33401

SEC#: 801-80903
Years in Business: 6 years

GLOBAL TRUST

Website

(561) 472-0191

515 North Flagler Drive
Suite 1700
West Palm Beach, FL 33401

SEC#: 801-68778
Years in Business: 13 years

BLUE OCEAN CAPITAL

Website

(561) 659-3301

501 South Flagler Drive
Suite 220
West Palm Beach, FL 33401

SEC#: 801-57664
Years in Business: 21 years

AGNELLO FINANCIAL GROUP, INC.

Website

(561) 833-7080

712 North Olive Avenue

West Palm Beach, FL 33401

SEC#: 801-109967
Years in Business: 4 years

AFFILIATED PRIVATE INVESTORS LLC

Website

(561) 318-8710

4512 N. Flagler Drive
Suite 201
West Palm Beach, FL 33407

SEC#: 801-49946
Years in Business: 26 years

CASTLE WEALTH MANAGEMENT

Website

(561) 686-9604

201 Arkona Ct

West Palm Beach, FL 33401

SEC#: 801-60871
Years in Business: 19 years

SEA HUNTER CAPITAL

Website

(561) 208-3883

1300 Elizabeth Avenue

West Palm Beach, FL 33401

SEC#: 801-112273
Years in Business: 3 years


How Retirement-Friendly is West Palm Beach, FL?

  • Population: 109,767
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $245,800
  • Average Monthly Housing Cost: $1,280
  • Average Household Income: $81,826
  • 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.)


West Palm Beach, FL Financial Advisor FAQs

When considering a financial advisor, you should ask questions about the advisors' track record, how they make money from your business arrangement and if they come with any third-party guarantees.
Financial advisors cost a lot depending on the level of experience they have and what you're looking for. A typical cost will be around $225 an hour if the advisor has over 15 years of experience.
The best way to find a person you can trust is through referrals from friends or family members who have seen them in action before.
Financial advisors take your income levels and current assets available to them to develop strategies for meeting your specific goals. They're able to guide you through the steps needed to reduce taxpayers’ expenses and increase your personal savings.