Find a financial advisor in Sarasota, FL

Find financial advisors in Sarasota, FL

Find financial advisors in Sarasota, 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 Sarasota, 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 Sarasota, FL

Clients agree: these Sarasota financial advisors are highly rated for knowledge, experience, communication, and more.
John E. Calhoon CPA LLC

John E. Calhoon CPA LLC

New on Thervo
Offers online services
Serves Sarasota, FL
I've been a CPA for 36 years specializing in coordinating the accounting, financial statements, financing, Federal & state tax planning, tax preparation, filing & IRS issues. For my business clients that means effectively acting as an outsourced CFO as all of those disciplines must be integrated to produce the smallest tax liability possible and to stay compliant with the ever increasing laws and regulations. Most tax pros do a good job of putting the right numbers in the right boxes on the right forms but then they call it a day - that is tax compliance. I don’t just prepare tax returns, I focus on coordinating businesses and their owner's ...
Six Figure Club Dba Mentor Services Unlimited, LLC.

Six Figure Club Dba Mentor Services Unlimited, LLC.

5.0(3)
Offers online services
1 hire on Thervo
44+ years in business
Serves Sarasota, FL
Shane I. says, "I've known Mr. Jim Davis for several years now & he has always delivered several financial & investment vehicles & has over 40 years experience in connecting directly to the source of the actual portfolio managers who generate income for the wealthiest Top 5% business owners & individuals around the world. Jim has always provided the vehicles that produce a minimum of 10X what ever returns most of the remaining 95% of the public can earn. I highly recommend if you are seeking access to significant MONTHLY INCOME... YOU need to speak with Jim. I recommend you... Visit his website at: www.SixFigureClub.com " Read more
Joy M. Valentin-Castellano

Joy M. Valentin-Castellano

5.0(1)
Offers online services
12+ years in business
Serves Sarasota, FL
J&S L. says, "I cannot speak highly enough about Joy, she is reliable, knowledgeable, supportive and always there if you need her! I have had an excellent experienced. Highly recommend!" Read more
Freedom Tax Services

Freedom Tax Services

New on Thervo
Offers online services
5+ years in business
Serves Sarasota, FL
We provide an accurate tax preparation. We campaign for the highest returns for our clients. We have cutting edge software that assists our specialized staff to place clients in the best tax advantages. Our staff is highly trained and courteous. We have other products to help our clients make their money work for them. I and my staff love helping others and providing with resources that promote financial wellness
Eustace Kigongo Jr

Eustace Kigongo Jr

New on Thervo
Offers online services
21+ years in business
Serves Sarasota, FL
I enjoy the challenge of finding new and more efficient solutions for my clients while streamling the time necessary to perform the normal accounting tasks. Allowing them to do what makes them money. I go above and beyond for my clients and have for over 20 years. I enjoy working with small businesses, especially first time owners who I can help get started off on the right foot.
BRANAM & ASSOCIATES, LLC

BRANAM & ASSOCIATES, LLC

5.0(2)
Offers online services
1 hire on Thervo
5+ years in business
Serves Sarasota, FL
Mya C. says, "Shavard is punctual, professional, relatable and simply put- a pleasure to work with. I highly recommend Branam & Associates for financial planning needs." 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 Sarasota financial advisors

Recent success stories from people in the Sarasota area.
Nathan L.
Mr. Jim Davis has a very strong & long history of successes for over four decades as a trusted Financial Mentor, Consultant, Investment Services Specialist who has generated substantial New Pathways for gaining access to private transactions earning Passive Income for Fortune 500 & as well as individuals in serious monthly income programs & partnerships. Jim has forged personal & business relationships with the world's Top 1% Income Earners. We recommend his firm as viable & a real resource for securing positive cash-flow!
Six Figure Club dba Mentor Services Unlimited, LLC.
Shawn T.
Shavard is simply one of the best in the business! I’ve worked with Branam & associations for several years and I can truly attest to the excellent service that he and his team provide. Shavard is extremely knowledgeable and professional about his work and goes over and beyond to ensure that my needs are met. He recently checked in with me and gave me some life-changing advice that really blessed my family. I am forever grateful for all that he has done for me and my family from our initial meeting. Shavard truly cares for his clients and seeks to build and maintain personal relationships even while doing business and providing top tier services! I consider him a friend and a financial advisor!
BRANAM & ASSOCIATES, LLC
How Thervo works
Search

Search, get cost estimates, contact therapists, and book—all for free.

Compare

View profiles, read reviews, check qualifications, and see prices before hiring.

Hire

Ask questions, confirm their availability, and hire the right therapist when you're ready.

Sarasota financial advisors by service