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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
St. Petersburg, Florida, is known for its beautiful coastal lifestyle, thriving arts scene, and strong economy driven by tourism, healthcare, and financial services. With no state income tax, a warm climate, and access to top-tier healthcare, the city is a popular destination for retirees and professionals alike. However, not everyone is equipped to manage investments, navigate tax strategies, or complex estate plans - making the guidance of an experienced financial advisor in St. Petersburg, FL invaluable.
With over 1200+ financial advisors plying their trade in the city, it may be challenging to find a suitable financial advisor in St. Petersburg that fits the bill. WiserAdvisor makes this process easier by matching you with some of the best financial advisors in St. Petersburg who can create a personalized financial plan for your specific needs.
For over two decades, WiserAdvisor has maintained a network of fiduciary advisors who meet strict industry standards. If you're seeking expert guidance for retirement planning in St. Petersburg, our free match tool can connect you with a suitable advisor who understands your unique financial situation and has the necessary qualifications to guide you toward financial success.
Saint Petersburg
has
9
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Saint Petersburg,
Florida
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Saint Petersburg,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Saint Petersburg, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA 200 Central Avenue 15th Floor, Saint Petersburg, FL 33701 |
30 Years | $91,678,782,200 | $0 | Fee-Based |
|
Brian Messick
CPA, CFP® WEBERMESSICK WEATH MANAGEMENT 5901 Sun Boulevard, Suite 206, St. Petersburg, FL 33715 |
27 Years | Not Specified | $500,000 | Fee-Based |
|
Armand Atkinson
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC® ADVANCED WEALTH PLANNING GROUP 5401 W Kennedy Blvd, Suite# 460, Tampa, FL 33609 |
15 Years | Not Specified | $50,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Jorge I. Blanco
AWMA®, CFP®, CRPC®, CPFA, AIF® SUCCESS WEALTH MANAGEMENT 401 E. Jackson St., Suite 3675, Tampa, FL 33602 |
22 Years | $170,000,000 | $0 | Fee-Based |
| 25 Years | Not Specified | $250,000 | Fee-Based | |
| 21 Years | $90,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based | |
|
Nathan Helms
CEPA®, CFP®, CIMA® ACCURATE WEALTH MANAGEMENT, LLC 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 |
17 Years | Not Specified | $250,000 | Fee-Based |
Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
200 Central Avenue 15th Floor,
Saint Petersburg,
FL
33701
Phone Number
727-498-5548
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
5901 Sun Boulevard,
Suite 206,
St. Petersburg,
FL
33715
Phone Number
727-295-4969
Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.
As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
5401 W Kennedy Blvd,
Suite# 460,
Tampa,
FL
33609
Phone Number
813-770-9864
Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association
Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4221 West Boy Scout Blvd,
Suite 190,
Tampa,
FL
33607
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
401 E. Jackson St.,
Suite 3675,
Tampa,
FL
33602
Phone Number
727-644-4449
For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives. In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner™ (CFP®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017. Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.
Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation. When you work with us, you will find the resources of a large corporation with the personal client attention of a boutique firm. Because good old-fashioned customer service never goes out of style, we cater to your needs, schedules, and unique circumstances. Whether you live near our office in Tampa, in busy New York City, anywhere in beautiful California, or even as far as Alaska, your financial planner will work with you one-on-one and deliver exceptional service in-person or via virtual meetings. At Success Wealth Management we get to know you: we ask questions and take the time to listen. We strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
401 E Jackson St,
Suite 3675,
Tampa,
FL
33602
Phone Number
813-210-1361
Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. He focuses on financial planning and wealth management for individuals and families. Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
DWF Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with professional advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams. We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
401 E Jackson St.,
Suite 3675,
Tampa,
FL
33602
Phone Number
813-283-8413
"The mission of Provident Wealth Management Group is to provide each of our clients with customized well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times". We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Based
Office Location
10150 Highland Manor Drive, Suite 200-232,
Tampa,
FL
33610
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5362846
Firm CRD# 298137
Series 6, 7, 65, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2211 Ashley Oaks Circle,
Wesley Chapel,
FL
33544
Phone Number
813-553-7006
Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his fathers broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry. Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 6727 | 1030208 | $344,868,106,925 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
|
| 2 | 4 | $777,803,131 | Other (MASTER SERVICING FEE) |
To choose the best financial advisor in St. Petersburg, first define your financial goals. Determine whether you need help with investment management, estate planning, debt reduction, or retirement planning in St. Petersburg. Verify the advisors' credentials and choose advisors having certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Use tools like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website to verify their credentials and disciplinary history.
Next, understand how the advisor charges for their services - fee-only advisors charge flat fees or a percentage of assets, while commission-based advisors may earn money from product sales. You may use online platforms like WiserAdvisor to search for vetted financial advisors. WiserAdvisor has maintained a trusted directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's free match tool will connect you with seasoned financial advisors in St. Petersburg, FL, based on your specific needs.
Ensure that you meet with a few advisors to compare their services, communication styles, and investment philosophies before hiring an advisor.
Financial advisors in St. Petersburg, FL, help clients prepare for Florida's unique financial challenges, including hurricane preparedness. They ensure you have adequate homeowners, flood, and windstorm insurance to protect your property and assets from hurricane damage. They also recommend maintaining a larger emergency fund to cover unexpected expenses during hurricane season. Financial advisors in St. Petersburg may also include disaster recovery plans in your financial strategy, ensuring you have a clear roadmap for managing finances during natural disasters.
Yes, a financial advisor in St. Petersburg, FL, can help you plan for long-term care (LTC) expenses by assessing whether long-term care insurance is suitable for your needs. Upon evaluation, they may recommend policies that cover expenses such as nursing home care, assisted living, and in-home care. They may include LTC costs in your retirement planning in St. Petersburg, ensuring your savings and investments can cover potential healthcare expenses post-retirement.
The best financial advisors in St. Petersburg may structure your assets in such a way to qualify for Medicaid benefits if needed, while protecting your wealth. They may also project potential long-term care expenses and create savings strategies to prepare for these costs.
Financial advisors in St. Petersburg, FL, stay informed on local economic trends and real estate markets through several ways. They carry out market research and data analysis to analyze local real estate reports, tax policies, and housing trends to provide informed investment guidance. They are a part of professional networks consisting of local real estate agents, tax experts, and economic analysts that allow them to remain in the loop on St. Petersburg's financial landscape.
Many advisors are members of groups such as the Financial Planning Association (FPA) or NAIFA (National Association of Insurance and Financial Advisors), which provide region-specific updates. Financial advisors also frequently attend local economic seminars and take courses on Florida-specific tax laws and regulations. Further, they tailor financial plans to reflect St. Petersburg's cost of living, property values, and economic conditions.
When interviewing a financial advisor in St. Petersburg, ask the following questions:
Financial advisors in St. Petersburg, FL, offer strategies to help clients manage debt and improve their financial well-being. They may recommend debt consolidation loans or refinancing to lower interest rates and simplify payments. They can also help you create a suitable budget to prioritize debt repayment while managing day-to-day expenses.
Financial advisors provide guidance on credit repair strategies, including reducing outstanding balances and avoiding late payments to improve your credit score. If you are paying off a student loan, they may recommend refinancing and income-driven repayment plans to ease your debt burden. Advisors may also offer financial literacy coaching to help you make informed decisions and avoid future debt issues.
Yes, there are many financial advisors in St. Petersburg, FL, who specialize in retirement planning. They offer a multitude of services including planning for retirement income for drawing down assets in a tax-efficient manner during retirement. They can help determine the best time to claim Social Security benefits to maximize your income. They can also guide you through Medicare enrollment, supplemental plans, and projected healthcare costs.
St. Petersburg financial advisors may recommend investment strategies that balance growth and income to sustain your retirement. Further, they may help retirees structure wills, trusts, and charitable giving plans.
Working with an independent financial advisor in St. Petersburg, FL, offers several benefits. Firstly, independent advisors are not tied to any firms and can offer unbiased financial recommendations. Many independent advisors act as fiduciaries and are legally obligated to prioritize your best interests. They provide personalized strategies tailored to your specific financial goals and have access to a wide range of financial products, giving you more options. Lastly, independent financial advisors offer flexible fee models, ensuring transparency about their service costs.
