How many financial_advisors are in University Park, FL?

There are currently 3 verified financial_advisors listed in University Park, FL. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial_advisors in University Park?

Ratings vary across financial_advisors in University Park. Browse individual listings to see specific ratings and reviews.

How do I choose a financial_advisor in University Park?

When choosing a financial_advisor in University Park, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

Top Financial_advisors in University Park, FL

Loading listings...

About Financial_advisors in University Park, FL

University Park has three financial advisors available to help with planning and wealth management. The median cost for a comprehensive financial plan in the area is $3,250. If you're looking to expand your search, nearby cities including Miami, Jacksonville, Tampa, St. Petersburg, and Boca Raton also have financial advisors. When evaluating advisors, consider their experience, fee structure, and whether they align with your financial goals. A good financial advisor will take time to understand your situation before recommending a strategy.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in University Park typically costs around $3,250. This service covers a detailed analysis of your financial situation and a customized plan. Other advisors may charge by assets under management, hourly rates, or retainer fees depending on the scope of work and your needs. Compare fee structures carefully to understand what's included and ensure transparency in pricing.

How to choose a financial advisor in University Park

Verify credentials and registrations with the SEC or Florida financial regulatory bodies before meeting.

Ask for a written fee schedule that clearly outlines all costs and what services are included.

Request references from current clients and follow up with at least two of them.

Discuss their investment philosophy and confirm it matches your risk tolerance and time horizon.

Ensure they provide regular performance reporting and are available for ongoing communication.

Ask how they handle conflicts of interest and whether they operate as a fiduciary.

Review their experience with situations similar to yours, such as retirement or estate planning.

Quality signals to look for

A trustworthy financial advisor should provide a written engagement agreement and clearly disclose all fees upfront, whether flat-fee, hourly, or asset-based. Verify that they are properly registered and check for any disciplinary history through regulatory databases. Be cautious of advisors who pressure you to make immediate decisions, guarantee returns, or operate on a cash-only basis without documentation. Look for transparency in how they select investments and how often they communicate performance and strategy updates.

Common financial_advisor services

Assets Under Management (AUM) Fee

You pay an annual percentage of your invested assets, typically ranging from 0.5% to 1.5% depending on account size.

Flat-Fee Comprehensive Financial Plan

A one-time fee for developing a detailed financial strategy covering budgeting, investments, retirement, and other planning areas.

Hourly Financial Consultation

You pay an hourly rate for one-off meetings to discuss specific questions or get advice on particular financial decisions.

Retirement Planning Package

Specialized service focused on analyzing your retirement readiness, income projections, and withdrawal strategies.

Estate Planning Coordination

Advisor works with your attorney and accountant to align your investments and accounts with your estate plan.

Tax-Loss Harvesting Service

Systematic selling of losing investments to offset capital gains and reduce your annual tax liability.

Annual Advisor Retainer (Flat-Fee Ongoing)

Fixed annual fee for ongoing advisory services, quarterly reviews, and strategic adjustments to your financial plan.

Frequently asked questions

How much does a comprehensive financial plan cost in University Park?

The median cost for a Flat-Fee Comprehensive Financial Plan in University Park is $3,250. Other pricing models, such as hourly rates or assets under management, may vary based on the advisor and scope of work.

What types of financial advisory services are available in University Park?

Advisors in the area offer a range of services including comprehensive financial planning, retirement planning, estate planning coordination, tax-loss harvesting, hourly consultations, and ongoing retainer arrangements.

How many financial advisors are currently available in University Park?

There are three financial advisors listed as available in University Park. If you'd like to expand your search, nearby cities such as Miami, Tampa, and Boca Raton also have financial advisory services.

Should I choose a flat-fee or assets-under-management pricing model?

Flat-fee models work well if you want a one-time plan or ongoing retainer with predictable costs. AUM fees align the advisor's interests with your portfolio growth but scale with your wealth. Consider your account size, how often you need advice, and your preference for cost predictability.

What should I ask a financial advisor before hiring them?

Ask about their credentials, fee structure, investment philosophy, experience with clients in your situation, how they handle conflicts of interest, and whether they operate as a fiduciary. Request references and review their regulatory history.