Top financial advisors in Brent, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Brent, FL, or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means low overall taxes, which overlooks property and sales taxes that can impact your planning.
- Federal tax focus. Confirm how they integrate federal income tax strategies with Florida's unique tax environment.
- Property tax insights. Ask how they help manage or plan around Florida's property tax and homestead protections.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida for tax or lifestyle reasons.
- Sales tax considerations. Discuss how they factor in Florida's sales tax on your spending and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael H
CFP®, Series 63, Series 66
Pensacola, FL
Ameriprise
Michael Hoeflich specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in the Brent, FL area who need to navigate Florida's tax landscape. With 30 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, he provides personalized, research-driven advice distinct from smaller or less specialized advisors nearby.
Experience: 30 years
Avg account: $471,167
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Douglas G
Series 63, Series 65
Pensacola, FL
Guernsey Financial, LLC
Douglas Guernsey offers 28 years of experience in retirement and wealth management, with a focus on flat-fee financial planning and an evidence-driven advisory approach. Based in nearby Pensacola, FL, he serves individual and high-net-worth clients, often collaborating with third-party investment managers, which may provide a broader perspective compared to advisors solely managing assets in Brent.
Experience: 28 years
Avg account: $0
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Stephen O
CFP®, Series 63
Pensacola, FL
Cetera
Stephen O'Reilly's 30 years of experience and CFP® certification equip him to navigate the complexities of wealth management and tax-loss harvesting relevant to Brent, FL's tax environment. Operating within Cetera, a large firm offering diverse portfolio management and retirement plan solutions, he provides flat-fee and hourly consulting options, catering to high earners and those approaching retirement, which may suit clients seeking flexible fee structures and seasoned guidance.
Experience: 31 years
Avg account: $306,089
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Shawn B
Series 66
Pensacola, FL
Edward Jones
Shawn Bergstrom's nine years at Edward Jones equip him to address retirement income and wealth management needs, relevant for clients in Brent, FL navigating Florida's tax nuances. His experience at a large firm managing over $1 trillion in assets offers access to diverse advisory programs, distinguishing him from advisors at smaller firms or with less comprehensive resources.
Experience: 10 years
Avg account: $246,728
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Edgar A
Series 63, Series 65
Pensacola, FL
OSAIC
Edgar Allison III brings 43 years of experience and a focus on annuities, supported by Osaic Wealth's large firm resources and advanced asset-allocation tools, which can help navigate Florida's unique tax environment. His flat-fee and negotiable AUM fee structures, combined with service to diverse clients including pension plans and charitable organizations, distinguish him from other advisors in the Brent area.
Experience: 44 years
Avg account: $398,336
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