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 Satellite Beach, 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 Satellite Beach, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Krehbiel
CFP®
Krehbiel Financial LLC
Satellite Beach, FL
Specialties: Comprehensive Financial Planning, Tax Minimization, Cash Flow / Budgeting, Investment Management, Retirement Planning, College Funding, Retirement Income Strategies, One-time consultation
Located in Satellite Beach, FL, serving clients in Melbourne, Brevard County and across the country
Desiree Kaul
CFP®, EA, ChFC®, AFC®, ChSNC®, MQFP®
Kaul Financial Solutions, LLC
Satellite Beach, FL
Specialties: Tax Planning and Prep, Financial Planning, Retirement Planning, Special Needs Planning, Education Planning, Investment Portfolio and Rebalance
As an advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me.
Laura Chiesman
CFP®, CDFA®
Savant Wealth Management
Satellite Beach, FL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
James Eppes
CFP®
Eppes Wealth Management, LLC
Satellite Beach, FL
Specialties: Comprehensive Financial Planning, Private Wealth Management, Retirement Income Planning, Investment Management, College Education Planning, Ongoing Tax Strategy, Estate Planning, Budgeting, Investing
Eppes Wealth Management is an independent, fee-only fiduciary financial advisory firm. Located in Satellite Beach, Florida, we help people seeking personal, sophisticated, and careful wealth management.
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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)
