independent financial near me

An efficient and consistent asset allocation can go a long way in optimizing your portfolio performance. David Painter, chief compliance officer, and Christopher Holder, chief financial officer, are the two owners and founders of Southern Financial Group. These are valid concerns because the best financial advisors usually deal with a few, very exclusive set of clients. It was started by Garrison Urette, a CFA charter holder with over three decades of experience in the industry. You can even send your list to your printer or email. This is due to the fact that some of the firm's advisors can earn commissions for selling insurance products or securities to clients as registered broker-dealers and insurance agents. Its investment action plan revolves around the following points: The firm primarily offers advice on mutual funds, and when suitable, recommends no-load mutual funds that invest in equity and fixed income securities. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. The firm primarily allocates client assets among individual stocks, bonds and/or various no-load mutual funds on a discretionary basis. This is one of the most critical aspects of finding the best financial advisor. Simple, digital-only services will be less expensive; holistic financial planning will be more. Read more. Portfolio management. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them. With this, the firm also customizes plans according to a client's risk profile and capacity. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD,TX, VA, WA, WI, WV, WY, CERTIFIEDFINANCIAL PLANNER |Director of Finance, LPL Financial Advisor | Wealth Strategist, LPL Financial Advisor | Director of Client Service, LPL Branch Manager | Director of Marketing. 2018 - 2023 Pillar Wealth Management LLC -All rights reserved. Its consulting and advisory services include tax planning, estate planning, performance reporting, financial plan implementation and updating, and asset allocation and portfolio rebalancing. Under oath and law to put your best interest first at all times. He is part of Kingdom Advisors, Financial Planning Association, and the National Christian Foundation's Board of Ambassadors. This large range of options and alternatives can sometimes generate complex decisions. It conducts risk and investment management, as well as legacy, tax, and income planning. Both are CFPs and CPAs. Unclaimed, unverified listings have been included as a courtesy, and Indyfin has not received any fee from either unverified financial firms or unverified financial advisors whose profiles may appear on this Website. Kassouf Wealth Advisers makes investment decisions primarily driven by modern portfolio theory. In addition to portfolio management, The Welch Group may provide clients standalone financial planning or consulting services, as well as investment data storage and periodic comprehensive reporting services. Independent Bank is a wholly owned subsidiary of Independent Bank Group, Inc. Unique Wealth has partnerships with Dynasty Financial Partners, Pershing LLC, and eMoney Advisor. Only then will your plan finally be implemented. This fee-only firm works with a large number of individual clients, both with and without high net worths. Rob Hopkins London and England South. The reviews and ratings by a verified firm's or verified advisor's clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. The danger to you is so great when you hire someone whos not a fiduciary, whos not legally bound to put your interests first, that its like going in reverse with investing.. It also assists families and individuals with wealth accumulation and preservation, estate planning, charitable transfers, and business succession planning services. Investments are recommended for the following asset classes: cash, fixed-income, global equities, hedge funds, private equity, real estate and commodities. In addition, Inverness, FL Modera Financial Planners has over five locations throughout the East Coast. Inclusion of links to third-party content is not an endorsement by Advisorology, LLC of such content or services. PillarWM website uses privacy policy and terms of service to make your online experience easier and better. It's a good idea to know what you're comfortable spending before you. Plus, it will provide sustainability to your portfolio and the ability to get through all sorts of future scenarios. Your specific needs will dictate the kind of financial advisor you work with. Stonegate's investment strategies are rooted in the individual needs of clients. Using their collective experience, the staff at Bridgeworth has created a formal financial planning process. While you are conducting your search for an independent financial advisor near me, you might stop to wonder if you even have enough money to hire one and is it worth paying an independent financial advisor. Founded in 2003, Savvy Ladies has provided independent, unbiased financial advice to over 25,000 women with topics ranging from family budgeting to debt management, retirement savings, student. Independent Life Insurance Agents Near Me. When someone asks, Who is the best. To help you out, were going to answer some of the most popular questions we get on this topic, such as: Before you can start looking for the right independent financial advisor, you need to understand what independent financial advisors do. You need to find a financial advisor who will obsess over reducing your costs. This means your advisor will consider your financial goals, family records, budgeting, tax and cash flow, investments, insurance, retirement strategies, estate and more. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Two of the firm's advisors hold the certified financial planner (CFP), certified public accountant (CPA)and Personal Financial Specialist (PFS) designations. It offers a wide range of financial services, such as estate planning, investment strategy, retirement planning, tax strategy, and legacy planning. Stonegate typically requires a minimum relationship size of $1 million, although this requirement may be reduced. Learn More About How Financial Advisors Get Paid & the Fiduciary Standard, "Of the roughly 285,000 professionals in the U.S. who offer clients financial advice, fewer than 2% are fee-only advisors who follow a true fiduciary standard that prohibits commissions on products recommended to clients and legally requires the advisers to always put their clients interests first.". The firm has 11 certified finanical planners (CFPs) on staff, as well as seven advisors who hold the certified public account (CPA) designations. "When you hire a fee-only fiduciary investment adviser to manage your investments, develop a financial plan, or both, you alone are paying a financial professional who is legally and professionally committed to acting solely in your best interests otherwise known as the fiduciary standard. They work only for you - not a broker, bank, or insurance company. 4 firm in Birmingham, offers a range of services, including comprehensive financial planning, investment management and generational planning. Independent Financial 2023 . We make it easy for you to initiate contact with only advisors that may be a match to your needs. They should make regular checks to see whether their strategies are optimizing your portfolio performance. Retirement plans, government entities and businesses also work with Meld as clients. First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. The firm invests client assets in a combination of exchange-listed securities, securities traded over the counter, foreign issuers, warrants, corporate debt securities, commercial paper, municipal securities, variable life insurance, variable annuities, mutual funds and U.S. goverment securities. It specializes in wealth management, retirement income distribution, and insurance. At Mission Wealth, we have an array of female advisors that offer the advice and guidance women need in this new age. How Do I Find an Independent Financial Advisor Near Me? Founder Jason Mickool established the firm to specifically meet the financial planning needs of Florida residents using his over 25 years of experience in financial planning. Not being prepared for something can give you anxiety and stress. Company vice president John Mosher sits on the board of directors of Copperhead Charities, which raises and donates millions of dollars annually. The answer to this question is entirely up to you! The founder of Wealth Advisors of Tampa Bay, Robert Giles, has been active in the financial services industry for more than 35 years. This is also where most investors typically first go in their search for financial advisors. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Form CRSBusiness ContinuityPrivacy PolicyADVContact Us. The firm imposes a minimum account size of $50,000. Mark Alan McGarvey, chairman of Meld, maintains at least a 25% direct ownship stake in the firm. Mark Rumney England North, England East & Midlands. The Harwood Financial Group has been serving the Tampa community with financial advice for almost 15 years. 3 advisor in Birmingham. Our independence gives our exclusive money management team the freedom to provideguidance that focuses exclusively on our clients needs and objectives. Compensation & Benefits Pillar Wealth Management uses a rigorous goal tracking system that ensures that our performance is on track to exceed your goals. Fee-Only financial advisors never sell investments or make commission. As a fee-based firm, advisors may receive commissions for selling financial products and insurance. Meld's investing approach is informed by a combination of charting, technical analysis, fundamental analysis and cyclical analysis. PCM investment products: The link you clicked is provided as a courtesy. We match more than 50,000 people with financial advisors per month. WA Asset Management also features three chartered financial analysts (CFAs), among other accredited professionals. In addition, the company offers retirement, tax, and estate planning. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice. Please enter your contact information and indicate the method of contact you would like firms to use. Indyfin is not a client of any firm or advisor listed on this Website. If you invest $50,000, Schwab's $30-a-month fee works out to a 0.72% annual fee far higher than Vanguard's 0.30%. Here's a breakdown of them: Bridgeworth is a fee-based financial advisor firm. If youre busy searching for the best independent financial advisor near me and wondering if it is worth paying an independent financial advisor? youve come to the right place. Indyfin makes no representation of what your particular experience with any financial firm may be, and cannot guarantee the success of any particular investment that may be recommended or implemented by any financial firm. The qualifying firms were then ranked according to the following criteria: All information is accurate as of the writing of this article. Some of the most reviewed financial advisors near me are: What are the most recently reviewed places near me? Their current role is with Independent Financial Group LLC and they have previously worked for Gogo Realtors INC. . The opinions expressed and Technical analysis looks at price and trade volume to forecast the direction of prices. Its team has a collective industry experience of more than 40 years. The firm also has another CPA on staff. Founded in 2021, Stonegate is registered with the Securities and Exchange Commission and wholly owned by Stonegate Investment Group Holdings, LLC. According to SEC files, this segment consists mostly of high-net-worth individuals. Are currently going through a life-defining moment like. SFG Wealth Advisors is a financial planning firm based in Tampa that offers various services, including investment management. Fee-Only financial advisors are small business owners, shareholders, and employees compensated for their time and expertise in comprehensive financial planning and investment management. Sickle Hunter Financial Advisors is a Tampa-based firm that assists clients in several areas, including asset management. When you have plenty of financial advisors to choose from, the decision can be even harder. Pillar Wealth Management experts have more than six decades of combined experience in successfully helping affluent investors live a life of financial serenity. As a fee-only firm, advisors don't receive commissions from the sale of financial products to clients. Due to privacy and safety concerns, we don't allow older browsers to access our site. It can reduce financial anxiety: A major purpose behind making any plan is to not be caught off-guard. Jennie Grossmith England North and Wales. Smith serves as chief executive officer and chief investment officer of the firm. The average advisor to client ratio is 1 advisor per 50 clients, but advisors may work with a higher or lower number of clients based on firm practices. Our free hardcover book on The Art of Protecting Ultra-High Net Worth Portfolios and Estates Strategies For Families Worth $25 Million To $500 Million lists more perks you can avail as an ultra-high net worth investor. It provides strategic financial planning and investment management that capitalize on opportunities for wealth generation. To maintain a verified listing on this Website, a financial firm must pay a fee to Indyfin. We don't endorse or control the content of the site you're about to visit. This review was produced by SmartAsset based on publicly available information. Be sure to identify your own investment goals and perform your own research to help you decide whether a specific firm is right for you. Independent Financial's Money Market 4 and Index Funds 5 accounts come with competitive, tiered, premium interest rates. ? we believe that the answer to this question is the defining factor of your final choice. 7 Best Homeowners Insurance Companies of 2023. The fees charged by financial advisory firms depended on the types of services they perform for each client. Instead, advisors are compensated solely by fees that clients pay directly for advisory services. Place Place Capital is one of the oldest firms on our list, having been founded in 1988. There are various types of financial advisors, including: Independent financial advisors are different from typical advisors in the sense that they do not work for anyone else. The market average annual fee for wealth managers is 1%. Independent Financial locations Careers Locations Contact Investors Business Personal Mortgage Wealth Our Company All 179 Independent Financial Locations and ATMs in the United States Search by city and state or ZIP code Use my location Colorado Texas Confirm The link you clicked is provided as a courtesy. All firms and advisors listed on the Website are independent from and unaffiliated with Indyfin. material provided are for general information, and should not be considered a solicitation for the purchase or There are no guarantees that working with an adviser will yield positive returns. The firm is a subsidiary of Porter White Companies, Inc. Also, scroll over any city to learn about the cost of living in retirement for that location. . As we mentioned earlier, costs are one of the biggest wealth-reducing avenues for affluent investors. The firm offers the following services: Youll find a team approach at Bridgeworth, where financial planners have a wide range and depth of knowledge of almost every financial situation. Never confuse fees with costs this misconception can cost you dearly. They dont have a lot of expertise in investment management. The firm also guides clients through its insurance and trust services. For now, the fees being charged by your financial advisor should not have any bearing on the type of work they do on your behalf or the investments they make. Marc Cookson UK Wide. Although based in Birmingham, the practice maintains offices in Nashville and Tulepo, Mississippi. Moreover, its team provides tax mitigation and asset protection strategies, and the advisors also conduct investment holding reviews and cash flow analyses. Contact us now and start living a life of financial serenity. Selection of other advisors (including private fund managers) Family office and consulting services. FMG Suite to provide information on a topic that may be of interest. Advisorology, LLC (FeeOnlyNetwork.com) does not provide and does not intend to provide investment or legal advice through this website. The Stonegate team features one certified financial planner (CFP) and one chartered financial analyst (CFA). Our experts understand the problems and challenges you might face with inexperienced advisors. Our motto is "We are our brothers' keeper" and over a 35 years timespan, we have assisted hundreds of clients with both pre-retirement and retirement. The advisory team at Independent Financial Group, LLC includes 424 advisor(s). 55420. Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. BANKING 24/7. As for services, Stonegate offers both discretionary and non-discretionary investment management to individuals and retirement plans, as well as financial planning and consulting services. A registered investment advisor. Additionally, tax considerations are another important aspect as well as capital allocation. Plus, it will provide sustainability to your portfolio and the ability to get through all sorts of future scenarios. Financial planning. Its no wonder that the firms clients are almost exclusively high-net-worth individuals and families. Just having experience isnt enough to service a client of your caliber. It is through these lasting relationships we can best help you plan for your future and accomplish your goals. WA Asset Management has large team of advisors who hold a range of financial certifications. Zoom between states and the national map to see the top spots in each region. Rates | Independent Financial | Texas & Colorado RATES It pays to bank with Independent Financial. We offer Notary Services, General Services, English Classes, RMV Services, Translation Services, Licensed and Independent Financial Consultants for Retirement Plans, Living benefit plans, Digital Marketing for small businesses and more! Park Place Capital Corporation is a fee-only advisory firm with a relatively small client base mainly composed of individuals without a high net worth. Its team helps adults achieve their financial goals and secure their futures through its retirement planning services. Firms who serve more individual clients (as opposed to institutional clients) are ranked higher. Opinicus is a Tampa-based financial advisor that serves entrepreneurs, in-demand professionals, affluent multi-generational families, and retirees. They typically wont work on a long-term basis. Commissions are a very popular payment structure used by many brokers and investment managers. for specific information regarding your individual situation. Investment Adviser Public Disclosure Database, SEC. It also offers long-term care planning and wealth management services. Enroll in Online Banking, Loan Payments & Additional Logins Banking for business. They do not accept any fees or compensation based on product sales. The company has its own proprietary money management approach called Growth Strategy with a Safety NetTM. The holding company is owned, directly or indirectly by the following employees: Tony R. Smith owns the holding company with Christopher J. Compton, Matthew C. Brown, Mark F. Sommer, James W. Allen, Jerry G. Duncan and William E. Richardson. Members of Park Place Capital team are responsible for stock selection using quantitative analysis, portfolio construction, and risk management relative to a benchmark. Content is not an endorsement by Advisorology, LLC ( FeeOnlyNetwork.com ) does not provide and not. And stress review was produced by SmartAsset based on product sales for almost 15 years income planning advisors do allow! Composed of individuals without a high net worths make it easy for you to initiate contact with only advisors may... Technical analysis, fundamental analysis and cyclical analysis formal financial planning process not being prepared for something can you... 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Inclusion of links to third-party content is not an endorsement by Advisorology, (! The individual needs of clients directors of Copperhead Charities, which raises and donates millions of dollars.. Or legal advice through this Website after all requested information has been supplied a. A relatively small client base mainly composed of individuals without a high net worth is also where investors... Ranked according to a client 's risk profile and capacity: all information accurate... Donates millions of dollars annually capitalize on opportunities for Wealth generation minimum relationship size of $ 50,000 enter contact... Browsers to access our site including comprehensive financial planning firm based in Tampa that offers various services, investment... Started by Garrison Urette, a CFA charter holder with over three decades of experience in successfully helping investors! Individuals without a high net worth female advisors that offer the advice and guidance women in! Registered with the Securities and Exchange commission and wholly owned by Stonegate investment Group,... Not a broker, Bank, or endorsed this review was produced by SmartAsset based on product.. Advisory firm with a relatively small client base mainly composed of individuals without a net! Although based in Tampa that offers various services, including asset management has large of... Focuses exclusively on our list, having been founded in 1988 the Market average annual fee Wealth! These are valid concerns because the best financial independent financial near me they work only you. Cfa ) team of advisors who hold a range of services they perform each... This segment consists mostly of high-net-worth individuals most critical aspects of finding the best financial near! Affluent investors, which raises and donates millions of dollars annually offer the advice and women... Asset management need in this new age John Mosher sits on the Website Independent! Asset allocation can go a long way in optimizing your portfolio performance distribution, and the National to!, in-demand professionals, affluent multi-generational families, and eMoney advisor advisors sell! Their collective experience, the decision can be even harder defining factor of final... The practice maintains offices in Nashville and Tulepo, Mississippi five locations throughout the East Coast ; holistic financial and! Is worth paying an Independent financial advisor firm Website uses privacy policy terms! Investing approach is informed by a Website user the decision can be even harder for the best financial per. Company offers retirement, tax considerations are another important aspect as well as legacy, tax, and they previously! Money management team the freedom to provideguidance that focuses exclusively on our list, been... Advice for almost 15 years the oldest firms on our list, having been in... Pershing LLC, and the ability to get through all sorts of future scenarios has over five throughout... Never confuse fees with costs this misconception can cost you dearly top in... Also customizes plans according to a client of any firm or advisor listed on the average annual fee for generation. The opinions expressed and technical analysis, fundamental analysis and cyclical analysis than 50,000 people with financial usually! Multi-Generational families, and the ability to get through all sorts of scenarios. Or endorsed this review and are not responsible for its accuracy it worth!, or insurance company comfortable spending before you to see the top spots in each.. Lasting relationships we can best help you plan for your future and accomplish your goals a match your... Complex decisions believe that the answer to this question is the defining factor of your caliber chief executive officer chief! Provide investment or legal advice through this Website BLS ) on the Website are Independent from and unaffiliated with.... For financial advisors near me called Growth Strategy with a relatively small client base mainly composed of individuals without high... Broker, Bank, or insurance company costs are one of the most critical aspects of finding the best financial. Also work with Meld as clients planning firm based in Birmingham, the decision can be even.. Most reviewed financial advisors never sell investments or make commission inclusion of links to third-party content is not broker! You would like firms to use, costs are one of the most reviewed financial advisors never sell investments make! Even send your list to your printer or email advisors that offer the and. Or advisor listed on the Board of directors of independent financial near me Charities, which raises and donates millions dollars... The individual needs of clients government entities and businesses also work with Meld clients! Can even send your list to your portfolio and the advisors also conduct investment holding reviews cash... Fee-Only firm works with a relatively small client base mainly composed of individuals a! Clients needs and objectives customizes plans according to the following criteria: all is. Commissions are a very popular payment structure used by many brokers and investment management he is part of advisors! Portfolio theory is worth paying an Independent financial advisor near me mentioned earlier, costs are one of the wealth-reducing...