Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in Tallahassee, FL

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Tallahassee Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

48Reviewed

32Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tallahassee, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Tallahassee, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Tallahassee? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

3015 Shannon Lakes North, Tallahassee, FL 32309

Expertise.com Rating

Why choose this provider?

Tallahassee Financial Advisors is a wealth planning firm that focuses on total asset management. The team of financial advisors helps clients with matters related to investment advisory services, retirement planning, estate planning, tax reduction strategies, and deferred compensation rollover knowledge. In 2020 and 2021, the firm made it onto the Seminole 100, a list of the 100 fastest-growing Florida State University alumni-owned or alumni-led businesses in the country. Company president Trent Meewes has over 20 years of experience in the financial services industry.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3116 Capital Circle Northeast, Tallahassee, FL 32308

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Poppell Financial Group, LLC, delivers wealth planning and investment management services to clients in Tallahassee and the rest of the state. Its services include investment planning and advice for retirement, tax, and insurance. CEO and financial advisor Vaughn Poppell graduated in 1989 with a double undergraduate degree in accounting and finance. He also holds a postgrad degree in accounting with a concentration in tax. In 1995, Poppell became a registered representative of Voya Financial Advisors.

  • Retirement Planning
  • Tax Planning

1801 Hermitage Boulevard, Tallahassee, FL 32308

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

Barnes Capital Group is a financial advisory firm with more than 50 years of expertise offering investment advisory and employee benefit consulting services to individuals, businesses, and organizations in Tallahassee. The company assists clients in finding solutions by listening, analyzing, and providing a thorough plan of action. Services include financial and estate planning, investment advisory services, manager search and selection, and life insurance analysis and planning. Stan Barnes, the managing director, is a registered principal with 32 years of experience in the financial services business.

  • Certified Financial Planner (CFP)

2941 Kerry Forest Parkway, Tallahassee, FL 32309

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Wealth Management Corporation provides financial planning services to clients in Tallahassee and the surrounding areas. It has been operating for more than 30 years and is specializes in helping corporations, high-net-worth individuals, small businesses, and non-profit organizations manage their wealth and finances to meet their short-term and long-term goals. The company's president, ​​William S. Horak, holds a master's degree in financial planning and has appeared on Florida's News Channel. Horak also received the Certified Financial Planner designation in 1990.

  • Certified Financial Planner (CFP)

1700 Summit Lake Drive, Tallahassee, FL 32317

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Smith Bruer Advisors is a financial advisory firm that serves the residents of Tallahassee and the surrounding areas. Its wealth management services include financial planning, trust and estate planning, tax management, and investment management. The firm also provides full-service retirement plan solutions, which cover administrative and investment fiduciary management, built-in savings, and advisor services. Smith Bruer Advisors is a member of the National Association of Personal Financial Advisors, Investments & Wealth Institute, and the Fee Only Network.

  • Estate and Trust Specialist
  • Retirement Planning

1410 Piedmont Drive East, Tallahassee, FL 32308

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Gabor Financial Solutions serves clients in the Tallahassee area. It provides them with financial plans in every stage of their life, helping and guiding them to define their goals, create a plan, and execute it. It focuses on retirement saving, investment, and healthcare, and helps stakeholders have a debt-free retirement or at least maintain only low-interest debts. Gabor also provides insurance options, such as guaranteed universal, term, and whole life insurance. Gabor Financial Solutions was established in 1947.

  • Retirement Planning

511 Beverly Street, Tallahassee, FL 32301

Expertise.com Rating

Review Sources

Google
5.0 (8)
Facebook
5.0 (6)

Why choose this provider?

Jackson Financial Group is a full-service financial planning firm that serves the Tallahassee metro and the surrounding areas. The company supports individuals and businesses in making informed decisions by offering various financial solutions depending on their needs. These include debt management, asset management, retirement planning, college funding, stocks and bonds management, and insurance planning. The company has been serving clients since 1999. Its president, Terri Jackson, has been helping clients reach their financial goals since 1993.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Tallahassee Financial Advisors
3015 Shannon Lakes North, Tallahassee, FL 32309
Poppell Financial Group, LLC
3116 Capital Circle Northeast, Tallahassee, FL 32308
Barnes Capital Group
1801 Hermitage Boulevard, Tallahassee, FL 32308
Wealth Management Corporation
2941 Kerry Forest Parkway, Tallahassee, FL 32309
Smith Bruer Advisors
1700 Summit Lake Drive, Tallahassee, FL 32317
Gabor Financial Solutions
1410 Piedmont Drive East, Tallahassee, FL 32308
Jackson Financial Group
511 Beverly Street, Tallahassee, FL 32301

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much do financial advisors charge in Tallahassee?

    The cost of a financial advisor in Tallahassee can depend on the services provided and the payment structure. Advisors typically charge between $120 and $300 per hour, but there are other pricing options available. These include annual retainers ranging from $2,000 to $7,500, flat fees of $1,000 to $3,000 for financial plan creation, annual fees of 0.5% to 2% of assets under management, and commissions on investment transactions or product sales.

  • What are the consequences of working with an unlicensed investment adviser in Tallahassee?

    Working with an unlicensed investment adviser in Tallahassee can lead to legal penalties, a lack of protection, and difficulty recovering losses. Unlicensed advisors are breaking the law and might not have the necessary expertise or experience to safeguard your investments. Recovering losses and holding them accountable can be challenging. To protect your financial future, it is crucial to verify an advisor's credentials and ensure they are licensed or registered.

  • Is there a regulatory body that investigates complaints against unlicensed financial advisors in Tallahassee?

    The Florida Office of Financial Regulation (OFR) serves as the regulatory body responsible for investigating complaints against unlicensed financial advisors in Tallahassee. Its role includes regulating and licensing non-depository financial service industries and individuals within the state. The OFR possesses the authority to enforce disciplinary measures, such as fines, license revocation, and even criminal charges if deemed necessary. Collaboration with other regulatory agencies, such as FINRA, is common to ensure comprehensive investigations and appropriate actions are taken.

  • What are some tax planning strategies available for small business owners in Tallahassee?

    Tax planning strategies that can be used by small business owners in Tallahassee involve minimizing taxable income, decreasing tax rates, and managing the timing of tax payments. They can also make use of tax credits and deductions, navigate the alternative minimum tax, and avoid typical tax planning errors. To execute effective tax planning, it is important to estimate personal and business income, understand tax brackets, and project sales revenues and cash flow accurately.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.