Best Financial Advisors in Fort Lauderdale

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
170+
Advisors
4.8/5.0
Average Rating

Fort Lauderdale Financial Landscape

The city boasts a diverse economy with strong tourism, marine industries, and a growing tech sector. Its strategic location enhances trade and commerce.

Major industries
Tourism, Marine, Technology
Population
172K (metro: 1.9M)
Median household income
$61,000
Unique needs
Fort Lauderdale requires a focus on disaster preparedness and economic diversification to mitigate risks.
Market Insights
Economic Growth
According to BEA (2023), Fort Lauderdale's economy is projected to grow by 4% annually, driven by tourism and tech sectors.
Wealth Demographics
According to Census (2023), the median income in Fort Lauderdale is $61,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Fort Lauderdale are increasingly focusing on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Fort Lauderdale is 15% higher than the national average, driven by housing and utilities.
Real Estate Market
According to Zillow (2024), home prices in Fort Lauderdale have risen 10% over the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Fort Lauderdale's business climate is favorable, with incentives for startups and established firms alike.

Top 5 Financial Advisors in Fort Lauderdale

Chris Price Financial Planner
★ ★ ★ ★ ★ 5
Creative Financial Network, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®
★ ★ ★ ★ ★ 5
Northwestern Mutual
★ ★ ★ ★ ★ 5
Krause Capital, Inc.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Fort Lauderdale, 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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Fort Lauderdale-Specific Expertise
For Fort Lauderdale residents working in Tourism, Marine, 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
Fort Lauderdale's tourism reliance poses economic risks; housing market volatility may lead to bubbles. Prepare for hurricane impacts and diversify investments.

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