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Best Financial Advisors in Plantation

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Plantation, FL
  • 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.

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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

AID Wealth Management logo
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AID Wealth Management

200 East Broward Blvd. Suite 1320, Fort Lauderdale, FL 33301
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  • Certified Financial Planner (CFP)

Business Description

AID Wealth Management is a team of financial advisors serving individuals, families, and business owners in Plantation. It offers a wide range of financial planning services, including cash flow planning, debt management, retirement planning, investment advice, business succession, and insurance needs analysis. Its process includes the identification of clients' risk and tolerance objectives, implementation, creation of objective portfolios, and monitoring and annual review. The firm's founder, Marc Lowell, began his career as a Chartered Life Underwriter and financial consultant.

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
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Benchmark Financial logo
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Benchmark Financial

101 NE 3rd Ave SUITE 1500, Fort Lauderdale, FL 33301
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Benchmark Financial is a boutique financial planning firm that serves clients in the Plantation metro and its surrounding communities. The company offers a variety of financial products, including investment options and insurance policies. It also assists clients with tax and estate planning, retirement, and wealth management. Its founder, William Howard, is currently the Treasurer of the Greater Fort Lauderdale Sister Cities International, a non-profit that aims to create long-term community partnerships between Fort Lauderdale and other cities.

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)
Facebook
5.0 / 5 (1)
Coastal Wealth logo
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Coastal Wealth

1000 Corporate Drive Suite Suite 700, Ft. Lauderdale, FL 33334
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  • Estate Planning

Business Description

Coastal Wealth is a financial planning company that serves clients in the Plantation area. It aims to render collaborative solutions through holistic financial planning by identifying clients' unique situations. Its offers include risk management planning, estate planning, tax planning, investment strategizing, and asset allocation services. The company is headed by Jeremy M. Straub, co-author of "Cracking the Code to Success." Coastal Wealth is a general agency of MassMutual, an insurance company that has been operating since 1851.

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.
3.9
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
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Fallenbaum CPA & Advisors, LLC logo
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Fallenbaum CPA & Advisors, LLC

10001 West Oakland Park Blvd., Suite 203, Sunrise, FL 33351
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  • Financial Planning
  • Wealth Management

Business Description

Fallenbaum CPA & Advisors, LLC, is a full-service wealth management firm serving Plantation and the surrounding areas. It specializes in assisting small to medium-sized businesses with their business advisory and accounting tax needs. The firm also serves individuals, providing planning and advisory, investment management, and asset protection services. Its planning solutions include working closely with the clients to determine their short- and long-term financial objectives. The firm incorporates the latest technologies in its services by serving international clients.

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
Google
4.8 / 5 (19)
Facebook
5.0 / 5 (8)

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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Fortune 360 Group LLC logo
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Fortune 360 Group LLC

8211 West Broward Boulevard Suite 200, Plantation, FL 33324
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  • Certified Financial Planner (CFP)

Business Description

Fortune 360 Group LLC helps people and businesses based in Plantation manage their finances. It comprises financial advisors who employ a revolutionary strategy called The 360 Advantage that involves ongoing guidance and tailored tactics. They offer financial planning services, including the creation and upkeep of a unique plan, specific and detailed long-term planning, tax minimization strategies, and plan and investment strategy alignment. Financial advisor Dustin Jones has been in the financial industry for over a decade. Jones holds both FINRA Series 7 and 63 securities licenses.

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
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Detail
Freedom Advisory, LLC logo
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Freedom Advisory, LLC

500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
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  • Estate Planning

Business Description

Freedom Advisory, LLC is an independent firm that has been serving Plantation and surrounding communities since 2008. It offers a wide range of services including financial planning and consulting, income and withdrawal strategies, insurance and estate planning, investment management, and college planning. Its process includes evaluating the client's financial situation and continuously monitoring the progress of the implemented strategies. The firm's founder, Eduardo Ramos, is a CPA who attends continuing education to stay current on industry tools and procedures.

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
Integrity Wealth Planning logo
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Integrity Wealth Planning

7901 SW 6th Court, Suite 320, Plantation, FL 33324
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  • Financial Planning

Business Description

Integrity Wealth Planning is a team of financial professionals that serves the Plantation community. Its professionals conduct financial planning that covers investing, education funding, retirement income strategies, portfolio risk analysis, and life insurance coverage. They are also knowledgeable in providing assessments and recommendations about investments, which include common stocks, bonds, brokerage accounts, annuities, and government securities. Its founder, Susan Hurschman, brings over 39 years of financial industry experience and has received the retirement planning program certificate of completion from The University of Pennsylvania’s Wharton School of Business.

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 (3)

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
Legacy Wealth Management logo
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Legacy Wealth Management

1250 South Pine Island Road #350, Plantation, FL 33324
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  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Business Description

Legacy Wealth Management provides financial advisory services to individuals in the Plantation area. The company focuses on guiding clients in managing their finances by offering retirement and tax planning, investment analysis, and cash flow management services. These services help individuals save for their children's educational funds and their families' insurance needs. It also serves clients who wish to prepare for the future of their loved ones and assets by drafting and creating estate planning documents.

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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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North Star Financial Planners Inc. logo
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North Star Financial Planners Inc.

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
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  • Investment Management
  • Financial Planning

Business Description

North Star Financial Planners Inc. is an investment advisory firm serving clients in Plantation. It helps individuals build a personalized plan aimed at reaching their goals and dreams for retirement. It also guides special risk employees about how the Florida Retirement System works. It extends its financial planning services to families that include children with special needs. Since its founding in 2000, the firm has been dedicated to helping clients make better decisions with their finances.

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 (3)

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
Rothbard & Company LLC logo
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Rothbard & Company LLC

8211 West Broward Boulevard, Suite 440, Plantation, FL 33324
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  • Estate Planning
  • Tax Planning
  • Financial Planning

Business Description

Rothbard & Company LLC is a full-service certified public accounting firm serving individuals and businesses in Plantation and the surrounding areas. Its managing partner, Martin Rothbard, holds over 35 years of industry experience. He specializes in the taxation matters of partnerships, corporations, LLCs, and estates. Rothbard has helped clients obtain agreeable results against disputes with state tax authorities and the IRS. Rothbard & Company LLC also offers personal financial and retirement planning. It is a member of the MSI Global Alliance.

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
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Helpfulness
Detail
Singer Wealth logo
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Singer Wealth

1515 S Federal Hwy #211, Boca Raton, FL 33432
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  • Estate Planning

Business Description

Singer Wealth is an investment advisory firm serving Plantation. It offers a range of services, including asset protection, retirement income, long-term care, and tax-efficient strategies. Other services include IRA legacy planning and wealth management. It advises clients on how to best utilize their assets and assists in developing plans that help them prepare for a successful retirement. It also educates them on the products that align with their goals, including 401(k) rollovers, annuities, insurance, investments, and IRAs.

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

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
The Friedlander Group logo
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The Friedlander Group

350 East Las Olas Blvd Ste 1500, Ft Lauderdale, FL 33301
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  • Retirement Planning
  • Financial Planning
  • Wealth Management

Business Description

Serving the Plantation metro, The Friedlander Group works with families and individuals who want to build multi-generational wealth management strategies and executives who are undergoing job changes or are in the process of retiring. The firm provides executive financial, estate planning, and philanthropic services. It also assists with sustainable investing and 401(k) rollovers. Founder Randy Friedlander serves as a senior vice president at Morgan Stanley. He is a Certified Investment Management Analyst who has over two decades of industry 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 (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
Tree of Life Wealth Advisory Group logo
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Tree of Life Wealth Advisory Group

9720 Stirling Rd. Suite 108, Cooper City, FL 33024
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Tree of Life Wealth Advisory Group provides financial guidance to clients in the Plantation metro and the surrounding areas. Its financial advisor, Olga C. Espiritu, has received training in 72 areas of financial expertise. She offers a variety of services such as estate and legacy planning, tax-efficiency planning, and retirement planning. She also provides financial education workshops to help clients make sound financial decisions. Olga is a Certified Financial Planner and a member of the Financial Planning Association.

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
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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