Best Financial Advisors in Fort Lauderdale, FL

The highest-rated Financial Planning & Wealth Management companies out of 120 vetted & reviewed in the Fort Lauderdale area.

Shulman Law

Shulman Law

(24)
Criminal Law
“Sasha has represented me in a couple cases and I will always pick her over any attorney, she's done marvelous work for me when the state didn't want to release me, her words of magic got me out of a county sentence with rehab time..”
In Business Since 2015
3000 N Federal Hwy Suite 8, Fort Lauderdale, FL
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Rosa M. Cohen, Cpa.

Rosa M. Cohen, Cpa.

Consulting, Quickbooks Services, Services For Individuals
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
In Business Since 2016
Free Initial Consultation
Emergency Services
Transparent Fees & Pricing
8 SE 8th St 2nd Floor, Fort Lauderdale, FL
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Krause Capital

Krause Capital

(19)
Asset Protection, Independent Business Consulting, Investment Advisory
“I have been with Krause capital inc for a few years now - most recently they assisted me in my retirement - their knowledge, professionalism and personable staff is always readily available to assist you and they will always provide you sound financi...”
In Business Since 2008
401 E Las Olas Blvd Suite 1400, Fort Lauderdale, FL
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Creative Financial Network

Creative Financial Network

(2)
Articles, Tax Library, Calculators
“A SUPERIOR CUSTOMER EXPERIENCE and are very happy with the relationship and products Dustin has offered to them”
In Business Since 2016
Offers Financing Options
5310 NW 33rd Ave UNIT 206, Fort Lauderdale, FL
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K & M Taxes

K & M Taxes

(4)
“This was my first time going here I was referred by my girlfriend and it was the best thing she did by referring me to them these young ladies are really kind professionals they really sat with me and took their time with me so I was able to get a be...”
In Business Since 2018
Licensed, BBB Accredited
Family Business
3324 W Broward Blvd, Fort Lauderdale, FL
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Global Wealth Management

Global Wealth Management

(18)
  • Investment
  • Feel
  • Retirement
“I have financial planning credentials, but this background was not needed, as every aspect of my plan was explained in detail, and in easy to understand language.”
In Business Since 2014
2810 E Oakland Park Blvd, Fort Lauderdale, FL
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Lineup Enterprise

Lineup Enterprise

(26)
  • Credit Score
  • Educated
  • Pay
“Line up credit, they treat me as a family from the beginning, by explaining every process of how the journey would be when it comes to credit issues, they thought me things That I was not aware of, after trying my self to improve it for over 18 month...”
In Business Since 2020
300 SE 2nd St Suite 600, Fort Lauderdale, FL
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Jorge Ramirez CPA

Jorge Ramirez CPA

(8)
  • Pleasure
  • Job
“He always takes the time to explain things in a manner that makes total sense and has also saved me tons of headaches (and money) when it comes to filing my tax returns.”
In Business Since 2010
Transparent Fees & Pricing
Free Initial Consultation
3020 NE 32nd Ave #303, Fort Lauderdale, FL
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Harris Mandler, Cfp, CLU -Equitable Advisors

Harris Mandler, Cfp, CLU -Equitable Advisors

(8)
Retirement Resource Center, Medicare, Aarp
“We were running into a glitch getting fund statements while processing a loan request and with one quick call to him, we were able to resolve everything and finalize the approval.”
In Business Since 2015
Licensed
Offers Financing Options
1 Financial Plaza Suite 1200, Fort Lauderdale, FL
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Uptrend Tax

Uptrend Tax

(6)
Uptrend Bookkeeping, Tax Preparation, Virtual Tax Services
“Such great communication and friendliness of staff and walk you through the process and inform you every step of the way will surely recommend!!!”
In Business Since 2021
Remote Consultations Available
6301 NW 5th Way # 5000, Fort Lauderdale, FL
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Advisors' Academy

Advisors' Academy

(8)
Marketing For Financial Advisors, Coaching For Financial Advisors, Practice Management For Financial Advisors
“Their coaches, marketing team, media coordinators and all of the other professionals that I work with on a regular basis are an absolute HUGE part of my success over the last decade.”
In Business Since 2010
500 W Cypress Creek Rd Suite 250, Fort Lauderdale, FL
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Starting Point Financial

Starting Point Financial

(1)
“While their services were not right for my situation, they were very helpful in taking care of me and trying to figure out the best solution”
In Business Since 2013
Licensed, BBB Accredited
501 E. Las Olas Blvd Suite 200 & 300, Fort Lauderdale, FL
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Flagler Village Financial

Flagler Village Financial

(5)
“In only five years, Bob has helped me to amass a significant gain in my portfolio and has put together a retirement plan that will give me a safe and sound future.”
In Business Since 2019
Free Initial Consultation
400 NE 3rd Ave suite 2109, Fort Lauderdale, FL
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Wholesale Home Sales

Wholesale Home Sales

(3)
“Great wholesaler highly recomended”
In Business Since 2011
Coupons & Offers
1314 E Las Olas Blvd #607, Fort Lauderdale, FL
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Black Swan Consulting

Black Swan Consulting

(3)
Linkedin, Instagram, Pinterest
“I worked directly with the owner; received valuable information, workshops, collaboration opportunities needed to pivot and scale my business during the pandemic.”
In Business Since 2020
SCORE Certified
6750 N Andrews Ave Suite 200, Fort Lauderdale, FL
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Myriad Capital-Investment Planning

Myriad Capital-Investment Planning

(1)
“The financial professionals at Myriad Capital provide customer service on a whole different level than any of their competitors.”
In Business Since 2012
Family Business
6750 N Andrews Ave Suite 200, Fort Lauderdale, FL
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Help Finance Group

Help Finance Group

(1)
“The best ever.”
In Business Since 2017
Free Initial Consultation
6300 NW 5th Way, Fort Lauderdale, FL
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McKinnon Wright Wealth Management

McKinnon Wright Wealth Management

Market Commentary, Videos, Articles
“As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams a...”
In Business Since 2008
500 W Cypress Creek Rd #680, Fort Lauderdale, FL
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N.o.k. Solutions

N.o.k. Solutions

“We help you get business credit for your company EIN that's not linked to you personally, or your personal credit. Secure HIGH-limit vendor, store, fleet, and cash credit in your business name without a personal guarantee or personal credit check. No...”
In Business Since 2017
Free Initial Consultation
500 E Broward Blvd Suite 1710, Fort Lauderdale, FL
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The Retirement

The Retirement

(3)
“As an independent firm working predominately with retired clients or clients preparing for retirement, The Retirement Income Store has helped expand and solidify our messaging and provided infrastructure allowing us to better serve our clients in rea...”
In Business Since 2021
500 W Cypress Creek Rd Suite 250, Fort Lauderdale, FL
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Kovack Financial / Kovack Securities

Kovack Financial / Kovack Securities

(2)
“This Firm is amazing and full of wonderful people that truly understand the independent channel and are dedicated to helping you grow your business by supporting your back office.”
In Business Since 2007
6451 N Federal Hwy, Fort Lauderdale, FL
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Plete Management Group

Plete Management Group

(2)
“Great experience and follow up from Plete Management Group, they went above and beyond finding the best lending options.”
In Business Since 2011
300 SW 2nd St #9, Fort Lauderdale, FL
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A.i.d. Wealth Management

A.i.d. Wealth Management

(1)
“He takes the time to listen to you and help make a strong plan to best manage and invest your money.”
In Business Since 2014
200 E Broward Blvd #1320, Fort Lauderdale, FL
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Benchmark Financial

Benchmark Financial

(1)
“He knows what he's talking about and even more important to me he can explain it in a way that you can understand.”
In Business Since 2018
101 NE 3rd Ave SUITE 1500, Fort Lauderdale, FL
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Retirement Planning and Investment Management Services in Fort Lauderdale, FL Cost Estimates

Minimum cost
$1211
Maximum cost
$10289
National Average
$3632
Avg Per Hour Rates
$364
$2421
$6658
Fair price range is based on 491 cost profiles
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Average Cost $3632
Minimum cost $1211
Maximum cost $10289
Avg Per Hour Rates $364

Fair range $2421 to $6658 is based on 491 cost profiles.

Why these companies made our list

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