Find a financial advisor in Plantation, FL

Find financial advisors in Plantation, FL

Find financial advisors in Plantation, 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 Plantation, 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 Plantation, FL

Clients agree: these Plantation financial advisors are highly rated for knowledge, experience, communication, and more.
SP Tax Group, LLC

SP Tax Group, LLC

New on Thervo
Offers online services
1 hire on Thervo
9+ years in business
Serves Plantation, FL
Highly Structure Business Tax Plans. We save Business tens of thousands of dollars using the current tax code. We have close to two thousand followers on Linkedln in just one niche market. https://www.linkedin.com/in/ken-feyers-the-tax-advisor-66795b1b/ Get your business a second opinion. As a client goes through the Tax Plan they realize the amount of money that has been lost over the years. However, with proven methods they can build financial security....
Legacy Financial Management Firm

Legacy Financial Management Firm

New on Thervo
Offers online services
7+ years in business
Serves Plantation, FL
Our Company was founded on the principles of helping everyday people leave Leagacies of their own. We assist clients in restoring their personal credit, building business credit profile, business consulting and much more. All of our credit services include a mandatory Budgeting Workshop to assist clients in becoming financially free. In addition we provide different investment opportunities to assist our clients in leaving a legacy. Lastly we assist clients in ensuring they have all the tools they need to do life. We enjoy helping our clients turn their financial situations around through coaching, education and ultimately development. We ha...
KARNS TAXES & INVESMENTS  INC

KARNS TAXES & INVESMENTS INC

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

ECF Multi Services

New on Thervo
Offers online services
12+ years in business
Serves Plantation, FL
I make sure all my clients are satisfied, I have over 8 years of experience doing taxes. I will be happy to check your last tax returns for free to check for any errors and also represent you before the IRS. Let me make your life easier, I am offering free credit repair when you file your taxes with me.
The Professional Firm Corp

The Professional Firm Corp

5.0(1)
Offers online services
1 hire on Thervo
21+ years in business
Serves Plantation, 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 Plantation, 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
Triumph Solution

Triumph Solution

New on Thervo
Offers online services
15+ years in business
Serves Plantation, FL
We provide personalized services to our clients. We are here to support growth and prosperity within the organization.
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 Plantation, 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.
Transnational Management Services, Inc.

Transnational Management Services, Inc.

New on Thervo
Offers online services
10+ years in business
Serves Plantation, FL
In addition to providing general accounting and tax services, we specialize in assisting foreign individuals establish new businesses in the United States or American individuals and businesses establish a presense in certain offshore markets; especially China, Brazil and Switzerland on a consulting basis.
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 Plantation, 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

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 Plantation financial advisors

Recent success stories from people in the Plantation area.
Lamaria W.
The Absolute BEST!!!! He is the Credit GOD!!!
KARNS TAXES & INVESMENTS INC
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
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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