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Best Financial Advisors in Brandon

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Brandon, FL
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  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Price: Free Consultation

Accurate Advisory Group logo
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Accurate Advisory Group

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Business Description

Accurate Advisory Group provides financial advice about investment, retirement, and insurance to clients in Brandon. It educates individuals about retirement income strategies that help retirement savings last longer. Its advisors help in developing plans that incorporate insurance products and annuities for creating income opportunities throughout one's retirement. They also inform about how to minimize tax liabilities and preserve wealth. Owner Robert Leone is a Certified Trust and Fiduciary Advisor. He started his financial and insurances services career in 1995.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Allen & Company logo
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Allen & Company

1401 South Florida Avenue, Lakeland, FL 33803
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Allen & Company has been serving businesses, individuals, and retirees throughout the Brandon metro for over 85 years. The firm provides a wide range of services, such as investment planning and portfolio management, life insurance, business succession planning, private wealth management, charitable giving and gifting, and retirement planning. Its team is composed of Certified Financial Planners and financial advisors. Allen & Company also supports several community projects, including the 4th Annual InnerAct Alliance Red Ribbon Half Marathon and 5K Run.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
4.5 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Asset Money Management, Inc logo
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Asset Money Management, Inc

1104 Nikki View Drive, Brandon, FL 33511
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  • Retirement Planning

Business Description

Asset Money Management, Inc. helps clients in Brandon in developing financial strategies for their retirement. Its financial advisors provide recommendations that are customized according to individuals' goals, desired returns, risk tolerance, cash requirements, and time horizons. They strategize investments with the long-term goals of customers in mind. The advisors also assist with asset protection, wealth accumulation, tax minimization, and life insurance. Founder Tracy Gillette, who has over 20 years of financial services experience, holds a CFP designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Bryon Holz & Associates logo
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Bryon Holz & Associates

207 Cindy Lane, Brandon, FL 33510
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  • Estate and Trust Specialist
  • Insurance Products

Business Description

Established in 1983, Bryon Holz & Associates helps clients achieve financial independence through its services. The firm serves Brandon-based individuals, families, and business owners by offering a variety of financial solutions. These include asset preservation, wealth accumulation, retirement income, and legacy planning. Founder and namesake Bryon Holz uses his knowledge as a Chartered Financial Consultant in building a comprehensive plan befitting a client’s financial picture. He is also a Life Underwriter Training Council Fellow and a NAIFA member.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Core Wealth Advisors logo
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Core Wealth Advisors

124 South Florida Avenue, 4th Floor, Lakeland, FL 33801
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  • Certified Financial Planner (CFP)

Business Description

CORE Wealth Advisors is a financial management firm that caters to clients based in Brandon. It handles financial planning and investment management for both individuals and businesses. It is a fee-only fiduciary, with an advisory team that includes individuals with Certified Financial Planner, Personal Financial Specialist, Chartered Retirement Plans Specialist, and Certified Public Accountant designation. The firm also supports community initiatives by art institutions like the Polk Museum of Art, Lakeland Community Theatre, and Imperial Symphony Orchestra.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ferraro Hayes Certified Public Accountants logo
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Ferraro Hayes Certified Public Accountants

217 Lithia Pinecrest Rd, Brandon, FL 33511
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  • Certified Financial Planner (CFP)

Business Description

Founded in 1978, Ferraro Hayes, Certified Public Accountants, serves Brandon and the surrounding areas. It provides financial and tax advisory services to individuals and small businesses. Its financial planning services cover business succession, college education funding, estate, insurance, retirement plans, and tax. In addition, it helps in constructing portfolios, recommending investments through asset allocation, and advising on potential risks. Ferraro Hayes also offers other services, such as cash flow and budgeting analysis and estate and trust planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (8)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Focus Wealth Strategies, LLC logo
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Focus Wealth Strategies, LLC

3419 Brook Crossing Drive, Brandon, FL 33511
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  • Certified Financial Planner (CFP)

Business Description

Focus Wealth Strategies, LLC, provides financial advisory services to individuals and businesses in Brandon and the surrounding areas. The firm devises strategic solutions and implementation by taking on a consultative approach with its clients. Under its personal retirement service, it helps clients manage funds to cover day-to-day expenses, plan for healthcare costs and medical insurance, and in carrying out periodic retirement check-ins. The firm also offers needs analysis and recommendations for life, disability, and long-term care insurances.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hough Financial Services logo
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Hough Financial Services

1739 S. Kings Ave., Brandon, FL 33511
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Hough Financial Services assists its Brandon-based clients through financial planning. With over four decades of experience in the industry, financial advisor James D. Hough helps families, professionals, and business owners by offering services such as insurance analysis, retirement and legacy planning, estate analysis, and portfolio review and analysis. Employing an educational and analytical approach in designing financial strategies for his clients, he applies his prior experience as a college professor by guiding his clients in making healthier financial choices.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Preservation 1st Financial Group, LLC logo
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Preservation 1st Financial Group, LLC

912 Lithia Pinecrest Rd., Brandon, FL 33511
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  • Certified Financial Planner (CFP)

Business Description

Serving the Brandon community, Preservation 1st Financial Group, LLC, is a company that is committed to helping individuals reach their financial goals. Its team of financial advisors is equipped with the knowledge to help clients with their financial planning and insurance needs. Its website provides information about the basic concepts of financial management. It also offers annuities, life insurance, and Medicare plans. Michael Beiter Sr., one of the firm's partners, is a financial advisor with two decades of experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sickle Hunter Financial Advisors logo
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Sickle Hunter Financial Advisors

1646 W. Snow Ave. Suite 144, Tampa, FL 33606
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  • Certified Financial Planner (CFP)

Business Description

Sickle Hunter Financial Advisors is an asset management firm that serves clients in Brandon. It helps clients in achieving financial security and stability through financial planning and investment management. Its advisors develop financial and insurance plans based on the unique needs and objectives of clients. The firm offers investment services through Independent Financial Partners and securities through LPL Financial. Company president Travis Sickle is a CFP and Accredited Asset Management Specialist, who owns and operates a Youtube channel about money management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Success Wealth Management logo
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Success Wealth Management

401 E. Jackson St. Suite 3675, Tampa, FL 33602
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  • Certified Financial Planner (CFP)

Business Description

Success Wealth Management is a firm that serves Brandon residents. Utilizing eMoney’s emX Pro, it provides personalized financial planning services covering college education, estate, insurance, investment, and retirement goals. Its team of professionals assesses clients’ current financial positions and handles investment management, including asset allocation, discretionary portfolio management, diversification, money management, and risk assessment analysis. They also help evaluate tax consequences on investments. In addition, Success Wealth Management offers annuities, bonds, and exchange-traded funds.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Helpfulness
Detail
Wealth Advisors of Tampa Bay logo
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Wealth Advisors of Tampa Bay

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Insurance Products

Business Description

Wealth Advisors of Tampa Bay is an independent financial advisory firm that serves clients in Brandon and the surrounding communities. It assists individuals in managing wealth and taking control of their finances by offering various services, such as financial planning, investment management, retirement planning, trust services, and estate planning and wealth transfer. The firm's founder and president, Robert Giles Jr., has been in the financial services industry for over 35 years. He is a Certified Investment Management Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Woolfson Tax & Financial Strategies logo
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Woolfson Tax & Financial Strategies

1104 Nikki View Dr., Brandon, FL 33511
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Woolfson Tax & Financial Strategies is an advisory firm in the Brandon metro that provides personalized financial services to both individuals and businesses. It assists its clients in creating a plan to achieve their financial goals. It also gives advice regarding the strategies for the allocation and management of their wealth. In addition, the business's financial planning solutions cover estate, retirement, Social Security, and tax matters. Its founder has been in the field for more than three decades and is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.5 / 5 (8)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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