Best Financial Advisors in Clearwater

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.7/5.0
Average Rating

Clearwater Financial Landscape

Clearwater's economy is bolstered by tourism, healthcare, and technology sectors. The city benefits from a strategic location and a growing population.

Major industries
Tourism, Healthcare, Technology
Population
109.7K (metro: 1.1M)
Median household income
$60,000
Unique needs
Clearwater's coastal location necessitates effective disaster preparedness and housing market stability.
Market Insights
Economic Growth
According to BEA (2023), Clearwater's economy has shown steady growth, driven by tourism and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Clearwater is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Clearwater are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Clearwater's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Clearwater's real estate market is competitive, with home prices rising due to demand from retirees and investors.
Business Environment
According to Fortune (2024), Clearwater offers a favorable business climate with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Clearwater

Dolphin Financial Group
★ ★ ★ ★ ★ 5
Green Era Financial
★ ★ ★ ★ ★ 5
Keybridge Wealth Management
★ ★ ★ ★ ★ 5
Bayside Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
MFP Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Clearwater, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Clearwater-Specific Expertise
For Clearwater residents working in Tourism, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Clearwater's tourism reliance poses economic risks; housing market volatility can lead to bubbles. Prepare for hurricane impacts and diversify investments.

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