What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Sarasota, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Sarasota, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Cunningham III
CFP®
Reality Financial Planning Services, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with no minimum asset or net worth requirements located in Sarasota, FL, serving clients locally, including in Bradenton, Lakewood Ranch, Venice, and Nokomis.
Chris Parker
MS, CFP®
Parker Financial Planning, LLC
Bradenton, FL
Specialties: Personal Financial Planning & Consulting, Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Wealth and Income Management for retirees
Owner/Principal, Sr. Client Advisor & Financial Planner, Investment Advisor Representative
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country
C Garrett Moore
CFP®, ChFC®
Moore Financial Management, Inc.
Bradenton, FL
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Charitable Giving, Comprehensive Financial Planning
Less of a stuffy financial advisor. More of a friendly guide for your investments & retirement planning. A financial advisor & Certified Financial Planner ® in Bradenton, FL.
Anthony Benante
CFA, CFP®
Baron Financial Group, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Timothy Videnka
CFA®, CFP®
Forza Wealth Management
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Victor Cannillo
NAPFA-Registered Financial Advisor
Baron Financial Group
Sarasota, FL
Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning
Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.
Michael DeMassa
CFA®, CFP®
Forza Wealth Management
Sarasota, FL
Specialties: Investment Management, Retirement Income Planning, Dividend Growth Portfolios, Tax-Managed Portfolios, Generational Wealth Planning
Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country
Christopher Cannon
CFA®
FirsTrust, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations
Melissa Walsh
CFA®, CFP®, AIF®
Clarity Financial Design LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help women across the country dream big, plan carefully, and stay focused on their financial purpose so that they can walk their path with clarity.
Filip Telibasa
CFP®
Benzina Wealth, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Business Planning, Financial Independence (Retirement), Cash Flow Analysis, Investment Management, College Education Planning, Tax Planning, Risk Management (Insurance), Estate Planning, Employee Benefits Optimization
Flat, Fee-Only planner serving clients virtually across the United States. We provide security in knowing how much to SAVE for the future and absence of guilt when you SPEND on things you love today.
James J. Suazo
ChFC®
Baron Financial Group, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Daytona Beach, FL, serving clients locally and across the country
Angela Wetzig
CFP®, MRFC®
Sage Wealth Consulting, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country
Sharon Bloodworth
CFP®
White Oaks Wealth Advisors
Sarasota, FL
Specialties: Advanced Financial Planning, Stock Option and Restricted Stock Strategy, Managing Wealth Between Generations, Estate Plan Design, Educating and Supporting Clients in Transition
Fee-only financial advisor serving clients in Minneapolis, Sarasota and across the country.
Laura Bereiter
CPA, PFS™, CFP®
White Oaks Wealth Advisors
Sarasota, FL
Specialties: Comprehensive Financial Planning, Tax Optimization, Equity Compensation, Retirement Modeling, Savings Strategies, Wealth Transfer Planning
Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country
Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
FirsTrust, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Ken Hargreaves
CFP®, AIF®, AWMA™®, CRPC™®
WealthGen Advisors
Sarasota, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Estate Planning, Risk Management Services, Advance Planning for Business Owners
Fee-Only financial planner located in Sarasota and Lakewood Ranch, FL, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
