Find a financial advisor in Miami, FL

Find financial advisors in Miami, FL

Find financial advisors in Miami, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Miami, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Miami, FL

Clients agree: these Miami financial advisors are highly rated for knowledge, experience, communication, and more.
The Professional Firm Corp

The Professional Firm Corp

5.0(1)
Offers online services
1 hire on Thervo
21+ years in business
Serves Miami, FL
Hubert L. says, "I have been used The Tax Accounting Firm for the past 12 years, I never have any issue. My works always done on time" Read more
RPC Advisory Group

RPC Advisory Group

5.0(4)
Offers online services
13+ years in business
Serves Miami, FL
Matt M. says, "I’d never dealt with a fully comprehensive financial planner before speaking with Remy at RPC Advisory Group. Not only does he give great investment advice, his pricing is very reasonable. He created an outline to help me with my mortgage, planning for kids’ college education, and even showed me how much I was overpaying in taxes! Great people & company." Read more
Net Gain Online LLC

Net Gain Online LLC

5.0Exceptional(6)
Top Pro
Offers online services
2 hires on Thervo
13+ years in business
Serves Miami, FL
Sharon D. says, "Jennifer is very knowledgeable, call you back very quickly, & finishes in a timely manner. Jennifer did a excellent job going back years with my books." Read more
AcresLLC

AcresLLC

New on Thervo
Offers online services
2+ years in business
Serves Miami, FL
strive to create a supportive space for clients to engage in healing and personal growth and offer a caring and honest approach to facilitating change and self-discovery by providing thought-provoking questions and new perspectives to a client's problems. I believe that the relationship between an individual and therapist is the foundation for a successful treatment experience and I will work with you to mobilize your capacity for healing and self-care.
Divinity Tax Consultants DBA Divinity Surety And Investments LLC

Divinity Tax Consultants DBA Divinity Surety And Investments LLC

New on Thervo
Offers online services
5+ years in business
Serves Miami, FL
We have been preparing tax returns for the past 5 years. We thrive to provide excellent customer service and client satisfaction by thorough communication with our clients, easy streamlining process of submitting documents and winning results! Honesty is key. Our service is prompt, efficient and affordable. I enjoy when my clients are satisfied with their results and also enjoy finding solutions to complex situations.
OBS

OBS

New on Thervo
Offers online services
13+ years in business
Serves Miami, FL
Business consultant, business administration, financial advisor for your business. Tax planning and compliance. Financial planning, accounting and budgeting. We take pride in helping your business grow and run more efficiently. Maximize your profits. Take care of your tax and accounting needs.
Headstart Tax & Financial Solutions Inc.

Headstart Tax & Financial Solutions Inc.

New on Thervo
Offers online services
1 hire on Thervo
12+ years in business
Serves Miami, FL
Each client is handled based on their Unique circumstances. Our office take pride in helping clients resolve their tax issues and also take pride in ensuring clients have no unnecessary interactions with IRS.
KARNS TAXES & INVESMENTS  INC

KARNS TAXES & INVESMENTS INC

5.0(4)
Offers online services
13+ years in business
Serves Miami, FL
Ricardo G. says, "Great guy good service I have been dealing with him for 6 yrs never had a problem " Read more
Selah Financial Services LLC

Selah Financial Services LLC

5.0(3)
Offers online services
5+ years in business
Serves Miami, FL
Senay says, "Friendly,Funny, Fast and Fabulous. Latania is down to earth and easy to work with. She is knowledgeable on taxes and many other wealth mgt. I even plan to get an insurance policy once I get my refund. She has changed how I view Life Insurance. Also this is the biggest refund I’ve EVER gotten because of her. I hope I win the raffle!!" Read more
ADvermain

ADvermain

5.0(2)
Offers online services
14+ years in business
Serves Miami, FL
Frank F. says, "Absolutely the best!!!! I send everyone I know to them never had any problem and they always are there to help! They also saved me a lot of money because I had no idea what I was doing when it came to advertising. Thank you for everything! Changed my life! " Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Miami financial advisors

Recent success stories from people in the Miami area.
Meghan A.
Such a great group of individuals who are kind, helpful and knowledgeable. The entire team is excellent.
RPC Advisory Group
Thomas L.
Jennifer went above and beyond for me. My tax case had some challenges and Jennifer helped resolve with no questioned ask. I highly recommend Net Gain.
Net Gain Online LLC
Lamaria W.
The Absolute BEST!!!! He is the Credit GOD!!!
KARNS TAXES & INVESMENTS INC
Rudy E.
Professional. FAST. Accurate. Latania is a Tax genius!! Sending her some more folks. Hope I win the raffle :)
Selah Financial Services LLC
Felicity S.
I’m the marketing director from Realty Meet and we contracted ADvermain to run campaigns for our clients and I have to say they, the conversions have been the highest we have ever got our campaigns to. We now have ADvermain as a full managing partner.
ADvermain
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