FinanceHQ’s team of experts conducted thorough research on financial advisors in Miami. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Miami range from $88M to $2B in AUM, and have an average of 21 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Facet Wealth is a top financial advisor in Miami, FL due to their comprehensive range of services and dedicated team of experienced financial experts, including Certified Financial Planner (CFP®) professionals. Founded in 2016 and headquartered in Baltimore, MD, Facet works with clients in Miami and offers expertise in areas such as investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Their unique flat fee model ensures objective guidance without the influence of commissions and enables tailored financial strategies supported by cutting-edge technology for a transformative journey towards financial well-being.
With over 40 years of experience, Ingham Retirement Group is a top financial advisor in Miami, FL. They specialize in retirement planning and investment advisory services, helping clients accumulate enough money for retirement so that they do not outlive it. Their highly skilled team of professionals, annual fiduciary audits, and national certification demonstrate their commitment to excellence and ensuring clients receive top-notch service.
Based in Miami, FL, MAS Advisors, LLC is a top financial advisor due to their specialized expertise in asset management, financial planning, and wealth management. Founded in 2013, they focus on managing flexible non-registered insurance-dedicated funds and insurance-managed account portfolios for qualified investors through private placement variable life and annuity contracts. As fee-only advisors with a commitment to client well-being and a diverse approach to asset classes, MAS Advisors provides tailored financial advice to affluent families, individuals, trusts, business owners, and other wealth advisors seeking optimized results within the separate accounts of insurers.
Barnett Capital Advisors, LLC is a top financial advisor in Miami, FL due to their extensive experience and expertise in portfolio management, financial planning, and wealth-transfer strategies. Founded in 2012 and headquartered in Miami, FL, they prioritize their clients' needs and provide personalized investment management tailored to each client's situation. With their commitment to comprehensive support and collaborative team approach, they offer strategic planning and innovative investment strategies to help clients achieve their financial goals.
Financial advisor fees in Miami vary, but expect to pay between 1% to 2% of assets under management (AUM) or opt for hourly rates ranging from $150 to $300, depending on the complexity of your financial situation.
Financial advisors in Miami aren't obligated to work with established firms, but many choose to do so for credibility and access to resources. Independent advisors and those affiliated with smaller firms can provide personalized services tailored to individual needs.
Yes, fee-only financial advisors in Miami operate without commissions or product sales incentives. Their transparent fee structure ensures clients receive unbiased advice focused solely on their financial well-being.
Usually, you can cancel your contract with a financial advisor in Miami at any time, but be aware of potential termination fees. Review your agreement to understand the terms and ensure a smooth transition if you decide to end the advisory relationship.
Miami-registered financial advisors can often work with clients in other states, thanks to technology and regulatory reciprocity. However, it's crucial to confirm their licensing and compliance with state regulations to ensure seamless cross-border services.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.
Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.© 2024 FinanceHQ