Expertise.com

2024

Last updated:

Best Financial Advisors in St. Petersburg

Our Recommended Top 20

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 St. Petersburg Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

76Reviewed

53Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

St. Petersburg, FL
Free Consultation

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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
  • Retirement Planning
  • Financial Planning
  • Investment Management

St. Petersburg, FL

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Why choose this provider?

Need help contacting a Financial Advisor in St. Petersburg? 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.

2330 West Horatio Street, Tampa, FL 33609

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Review Sources

Google
5.0 (118)
Facebook
4.0 (18)

Why choose this provider?

Florida Financial Advisors is an independent wealth management firm that serves St. Petersburg and its neighboring areas. The company customizes its services to fit the financial needs of its clients. Its wealth planning services include investment advisory services, investment income strategies, alternate income strategies, and tax-sensitive investment management. It also offers financial planning, business owner services, and advanced tax and insurance strategies. Florida Financial Advisors is owned by Jason Mickool, who has over 25 years of experience in the industry.

  • Private Wealth Advisor
  • Tax Planning

700 Central Ave Ste 300, St. Petersburg, FL 33701
WebsiteLicense: 6129773

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Review Sources

Google
5.0 (1)

Why choose this provider?

Menke Financial is a team of advisors affiliated with Northwestern Mutual. They develop financial plans for individuals in and around St. Petersburg, whether they are looking to plan for retirement or secure their loved one's future. The professionals craft, implement, monitor, and adjust financial plans. They also provide financial planning services for business owners, which cover exit planning and employee benefits. Menke Financial is headed by Kyle Menke, a CFP, Chartered Advisor in Senior Living, and Retirement Income Certified Professional.

  • Certified Financial Planner (CFP)

Largo, FL 33609

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Review Sources

Facebook
5.0 (6)
Yelp
5.0 (1)

Why choose this provider?

Harwood Financial Group is a financial advisory firm that serves the Tampa Bay, New Port Richey, and St. Petersburg communities. The firm's main focus is on wealth management, and its advisers manage client assets through a customized, tax-efficient investment plan. It offers estate transition planning and asset protection services, as well as tax reduction strategies for income and investments. The firm also prepares a variety of free financial reports for clients, including an investment risk analysis, a tax review and analysis, a review of an estate transition plan, and a complimentary financial plan.

2807 Sunglow Way, Clearwater, FL 33761

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Why choose this provider?

PFAFF Financial Advisors Inc. provides financial advice in matters such as retirement, estate, investment, tax, insurance, and charitable contribution planning. Serving St. Petersburg and the neighboring areas, the firm offers retirement plans that combine Social Security strategies, personal savings, strategic investments, and qualified retirement accounts. Customized investment plans are also available. Company CEO Stephen Pfaff is a Certified Financial Planner with more than a decade of investment industry experience and two decades of insurance experience.

  • Estate Planning
  • Certified Financial Planner (CFP)

6392 1st Avenue North, St. Petersburg, FL 33710

Expertise.com Rating

Review Sources

Google
5.0 (17)

Why choose this provider?

Waters Wealth Management of Raymond James has been serving clients in St. Petersburg since 1962. It offers a variety of services, such as banking solutions, corporate retirement plan consulting, portfolio management, sustainable investing, and fixed-income services. Clients can also choose other alternative investment methods, such as hedge funds, managed futures funds, private equity, real estate, and commodity investments. Moreover, this firm assists clients in risk management by acquiring life and disability insurance, minimizing exposure to market uncertainties, and reduce estate taxes.

  • Retirement Planning
  • Business Formation

4755 East Bay Drive, Clearwater, FL 33764

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Why choose this provider?

Csenge Advisory Group is a wealth management firm based in Clearwater. The firm serves clients in the St. Petersburg area, providing investment, business, and income tax planning, asset protection, multigenerational planning, and philanthropic planning services. The firm also serves employers and implements and manages employer retirement plans. Csenge Advisory Group is an independent firm with 45 advisors located across nine states. Founder and managing partner John L. Csenge holds over 30 years of industry experience and has served high-income individuals and families.

  • Estate Planning
  • Insurance Products

111 2nd Avenue Northeast, St. Petersburg, FL 33701

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Why choose this provider?

ARS Wealth Advisors is an independent financial firm that serves clients in St. Petersburg. It provides investment management, financial planning, tax preparation, and insurance review to individuals, families, and businesses. It also offers trust and estate planning services. The firm's managing partner and CEO, Anthony A. Anderson, has 24 years of experience managing financial and investment accounts. Jamie Pennington, the firm's wealth advisor, has been in the financial planning industry since 2011. She is a supporter of CASA, an organization that helps domestic violence survivors.

  • Estate Planning

2601 Cattlemen Road, Sarasota, FL 34232

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Why choose this provider?

LPF Financial Advisors is a firm located at 9800 4th St. North, Suite 200, St Petersburg 33702. It helps senior individuals, families, and businesses by offering a wide range of financial planning services, including pre-retirement planning, account consolidation, retirement income strategies, college funding, and estate planning & preservation. Its team specializes in assisting telecom and power company employees through its retirement services and workshops. LPF Financial Advisors co-founder Mark A. Picchi has 30 years of experience in the financial services industry.

  • Estate Planning
  • Retirement Planning

7024 Central Avenue, St. Petersburg, FL 33707

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

LPL Financial is a nationwide company that provides financial planning, insurance, and investment services in St. Petersburg. Its team of advisors assists clients in various financial tasks, from investing in company stocks to creating a retirement plan for the future. They also help clients maintain financial stability by offering different insurance options for disability income, long-term care, and individual health. The branch manager, Jay Dolan, is a certified financial planner practitioner and has been in service since 2002.

  • Estate Planning

125 5th Street South, St. Petersburg, FL 33701

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Review Sources

Google
5.0 (3)

Why choose this provider?

Align preserves and grows clients' wealth by handling investment management, retirement management, and plan management. It is an independent fiduciary wealth management firm that has been serving clients in St. Petersburg since 1993. Moreover, it provides a confidential second opinion service to help clients make sure they are on track. The firm was established by Brian Puckett, who is a Certified Financial Planner, a certified public accountant, and an attorney. He is a member of the Financial Planning Association and was featured on OKC Biz.

  • Retirement Planning

100 2nd Avenue South, St. Petersburg, FL 33701

Expertise.com Rating

Review Sources

Facebook
4.7 (4)

Why choose this provider?

Frey Masterson Investment Advisors is a firm serving St. Petersburg clients. It offers a wide range of financial planning services, including investment management, endowments, structured settlements, and 401(k) and other qualified retirement plans. Its team develops an investment roadmap while considering the client's financial goals and lifestyle needs. One of the firm's partners, Colby Masterson, is a Certified Financial Planner who practiced law before transitioning into the finance industry. He supports non-profit community organizations such as Give Hope Foundation and American Heart Association.

  • Certified Financial Planner (CFP)

333 3rd Avenue North, St. Petersburg, FL 33701

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

Doyle Wealth Management LLC is a team of financial advisors serving the needs of St. Petersburg. Since 2005, it has been helping clients preserve their wealth and prepare for their future. The company offers several investment options, including equity income, focused equity, select equity, and multi-asset income fund. In addition, it assists individuals in planning their taxes, estate, social security, and 401(k) pension. Doyle Wealth Management was founded by certified public accountants Robert and Jillian Doyle.

  • Retirement Planning

111 Second Avenue N.E. Suite 204, Saint Petersburg, FL 33701
WebsiteLicense: 106766

Why choose this provider?

Retirement Partner Advisors works with clients in St. Petersburg. Individuals can ask the firm to plan their finances. Its advisors help choose insurance policies, set up educational funds, and prepare for retirement with a stable and sustainable income. Partner Jim Izett is a Chartered Financial Consultant and Certified Plan Fiduciary Advisory who has been in the financial services sector since 1980. The company has branches in Florida, South Carolina, Atlanta, and Puerto Rico.

  • Retirement Planning

311 Park Place Boulevard, Clearwater, FL 33759

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Why choose this provider?

Flaharty Asset Management is a fiduciary financial planning and investment firm. It serves individuals and businesses in St. Petersburg and the surrounding metros. It provides clients with various services, such as comprehensive financial planning, trust services, insurance, retirement planning, and strategic partner collaboration. The firm also offers concierge services, such as private club memberships, private charters, and lifestyle purchases. Flaharty Asset Management gives back to the community by supporting GiGi’s Playhouse and Habitat for Humanity's annual fundraiser.

  • Certified Financial Planner (CFP)

200 Central Ave Fl 24, Saint Petersburg, FL 33701
WebsiteLicense: 1523886

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Why choose this provider?

Larry J. Ellis is a Certified Financial Planner, who serves as the first vice president of Raymond James, serving St. Petersburg and its surrounding communities. He offers financial guidance to individuals, families, business owners, retirees, and women investors. As a second-generation financial advisor, he utilizes his family connections to handle the planning needs for retirement, small business, and estate and legacy. Ellis also participates in regular training to keep up-to-date with wealth planning trends and techniques.

  • Certified Financial Planner (CFP)

6125 30th Street South, St. Petersburg, FL 33712

Why choose this provider?

Wealth Advisors Who Care is an investment management company that provides financial services for clients in the St. Petersburg area. The financial advisors at this company assist CEOs, divorcees, university faculty, business owners, and professionals who need help in planning their financial future. The team has expertise in investment, insurance, tax, legacy, and income planning. Additional services are ESG investing and business advisory. Wealth management advisor and co-founder Tony Adamo has been specializing in managing financial plans for more than three decades.

  • Tax Planning

6475 1st Avenue South, St. Petersburg, FL 33707

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Why choose this provider?

Yale Capital Corp. aims to protect high-net-worth families in St. Petersburg from financial conflicts and inefficient management through investment guidance and services. With over 75 years of combined experience, its team provides solutions for asset management, including specialized cash management and various investment types. It also considers tax efficiency, security selection, and trading decisions in managing clients' portfolios. Moreover, its offerings include account paperwork, trust disbursements, and competitive margin negotiation and management.

  • Private Wealth Advisor
  • Tax Preparation

100 2nd Avenue S Suite 402N, St. Petersburg, FL 33701
WebsiteLicense: 2746923

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Why choose this provider?

Wealth Bridge Financial Group serves individuals in St. Petersburg. Its specialists educate clients on financial products and discuss the importance of estate conversion and wealth preservation. They offer investment and estate planning solutions and develop customized retirement strategies. Its agents encourage clients to go over the information provided on the company website, equipping them with the knowledge to make informed decisions. They also offer life, long-term care, and disability income insurance. Wealth Bridge Financial Group president Tom Halvorsen is a CFP with over 23 years of industry experience.

  • Certified Financial Planner (CFP)

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.

  • What is the average cost of hiring a financial advisor in St. Petersburg?

    The average cost of hiring a financial advisor in St. Petersburg is around $35.76 an hour, and their annual salary ranges from $58,833 and $82,809. However, it will still depend on the financial advisor's certification, education, and years of experience. Scheduling a consultation with a financial advisor will help determine how much you need to pay for their services.

  • Is it essential to know if your financial advisor in St. Petersburg is a fiduciary?

    Yes. In St. Petersburg, it is essential to know if the financial advisor is a fiduciary because their legal obligation is to prioritize their client's economic well-being and act in their best interests. Fiduciary financial advisors advise objectively and only offer suitable products that will help meet their clients' needs.

  • What are the common services offered by a financial advisor in St. Petersburg?

    Financial advisors in St. Petersburg offer various services that range from debt reduction, risk management, and financial planning to budget coaching, wealth preservation, and client education. They provide different services that depend on their area of expertise, certifications, and client's needs to achieve their ideal economic success.

  • When is the ideal time to hire a financial advisor in St. Petersburg?

    The ideal time to hire a financial advisor in St. Petersburg will vary depending on each person's financial situation. However, significant life changes prompt people to hire a financial advisor, such as marriage, a new career, or retirement. Getting a financial advisor's assistance is helpful at any stage of a person's life so they can offer guidance in decision-making and develop financial strategies.

  • Can a financial advisor in St. Petersburg have control over your finances?

    Yes. Financial advisors in St. Petersburg can only guide and manage your finances to a limited extent. The level of control you can give your financial advisor will depend on your terms and the level of trust. Moreover, the ultimate decision about the allocation of funds remains within your control.

  • 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.