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
Anthony Benante
CFA, CFP®
Baron Financial Group, LLC
Sarasota, FL
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust
Sarasota, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Sarasota, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.
James J. Suazo
ChFC®
Baron Financial Group, LLC
Sarasota, FL
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country
Timothy Videnka
CFA®, CFP®
Forza Wealth Management
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Forza Wealth Management, a Sarasota-based fiduciary advisor, provides fee-only investment management for clients with portfolios over $1 million. Their boutique approach delivers customized solutions for high-net-worth individuals in Florida.
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
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.
Ken Hargreaves
CFP®, MPAS™, 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
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.
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.
Elayne Pisarik
CFP®, ChFC®, M.Tax
FirsTrust
Sarasota, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
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.
Victor Cannillo
Baron Financial Group
Sarasota, FL
Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review
Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Sarasota, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
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.
Christopher Cannon
CFA®
FirsTrust
Sarasota, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.
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
Michael DeMassa
CFA®, CFP®, AEP®
Forza Wealth Management
Sarasota, FL
Specialties: Investment Management, Retirement Income Planning, Dividend Growth Portfolios, Tax-Managed Portfolios, Generational Wealth Planning
Fee-only fiduciary financial planning and investment management for families with $1M+ in investable assets. Based in Sarasota, Florida, serving clients locally and across the country.
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.
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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)
