Top financial advisors in Clewiston, 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 or living in Clewiston, FL, and managing your wealth, you need an advisor who understands how Florida's tax environment affects your finances. A common mistake is overlooking the impact of federal taxes and local property and sales taxes, which can significantly influence your financial plan.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your plan around federal income tax rules.
- Property and sales tax insight. Confirm they consider Florida's property and sales taxes in your budgeting and investment decisions.
- Homestead protection knowledge. Florida offers strong protections for primary residences; see how they leverage this in your asset protection strategy.
- Wealth migration experience. If you're relocating, ask how they handle the financial nuances of moving to Florida, including timing and tax implications.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin W
Series 66
Belle Glade, FL
Raymond James Financial
Kevin Wedgworth, based near Clewiston in Belle Glade, FL, offers expertise in retirement and business succession planning, with a focus on cash flow and budgeting, which is crucial for managing Florida's unique tax environment. Affiliated with the large firm Raymond James Financial, he provides flat-fee planning and investment consulting, serving a diverse client base including business owners and retirees, distinguishing him from advisors with narrower client focuses.
Experience: 13 years
Avg account: $700,796
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Steven S
Series 63, Series 65
Labelle, FL
LPL Financial
Steven Spence's 38 years of experience and expertise in wealth management and tax-loss harvesting equip him to address the financial complexities of living in Clewiston, FL, including federal tax optimization. Operating through LPL Financial, a large firm offering flat-fee planning and diverse investment solutions, he serves a broad client base and brings additional insight as an attorney and local cattle farm owner in nearby Labelle.
Experience: 38 years
Avg account: $399,489
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Oliver H
Series 66
Labelle, FL
Capview Advisors, LLC.
Oliver Hohermuth offers 14 years of experience managing portfolios with a focus on active portfolio management and concentrated stock management, which can be valuable for navigating Florida's unique tax environment. Operating from Labelle, FL, he serves high-net-worth clients through Capview Advisors, LLC, employing a fee-only structure with a 1.25% annual AUM fee and utilizing strategic asset allocation to tailor investment approaches.
Experience: 15 years
Avg account: $1,488,914
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Albert P
Series 66
Clewiston, FL
Edward Jones
Albert Perry in Clewiston, FL, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, supported by his Series 66 designation and six years of experience. Working at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to comprehensive advisory programs and tax-efficient services, distinguishing him from advisors at smaller firms.
Experience: 7 years
Avg account: $246,728
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Frank H
Series 63, Series 65
Clewiston, FL
OSAIC Institutions, INC.
Frank Harris Sr. offers extensive expertise in annuities and tax-loss harvesting, crucial for managing wealth in Clewiston's unique tax environment. With 41 years of experience at a large firm, he provides flat-fee financial planning and customized advisory services, distinguishing him from others by combining seasoned insight with flexible fee structures and a focus on both fundamental and technical investment analysis.
Experience: 42 years
Avg account: $308,738
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