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
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
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.
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
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.
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
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
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
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
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
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
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. Financial Planner, Investment Advisor Represenative
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
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.
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.
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
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
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.
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