Top financial advisors in Fort Walton Beach, 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 Fort Walton Beach or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is overlooking the impact of federal taxes and local property or sales taxes, which can significantly influence your planning.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax strategy instead.
- Property tax insights. Confirm they know how local property taxes and homestead exemptions can protect your assets.
- Wealth migration experience. Look for advisors familiar with the influx of residents and how it affects real estate and investment choices.
- Sales tax considerations. Discuss how Florida's sales tax impacts your spending and long-term financial plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard M
Series 63
Fort Walton, FL
Cetera
Richard Martin's 28 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address the financial complexities in Fort Walton Beach, including federal tax strategies and local property tax considerations. Operating within Cetera, a large firm offering diverse portfolio management and financial planning solutions, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement.
Experience: 29 years
Avg account: $306,089
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Draylen M
Series 66
Ft Walton Beach, FL
Merrill
Draylen Mc Grew at Merrill is equipped to address Fort Walton Beach clients' needs with a focus on tax-loss harvesting and active portfolio management, supported by Merrill's tax-efficient investing approach and integration with Bank of America. His experience with mid-career professionals and HENRY clients, combined with a 1.10% AUM fee for managed strategies under $2 million, distinguishes him among advisors at large firms in the area.
Experience: 1 year
Avg account: $860,085
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Dallis S
Series 65
Fort Walton Beach, FL
D3 Advisors LLC
Dallis Shipe in Fort Walton Beach offers expertise in real estate investing and active portfolio management, which can be valuable for navigating local property tax and investment considerations. His firm, D3 Advisors LLC, employs an asset-allocation approach via Betterment Advisor Solutions and provides flexible fee options including flat fees for educational lessons, distinguishing him from advisors with traditional fee structures.
Experience: 0 years
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Nancy K
Series 63, Series 65
Fort Walton Beach, FL
Wells Fargo Advisors
Nancy Kline's extensive 39 years of experience and Series 63 and 65 credentials equip her to navigate Fort Walton Beach's unique tax environment, including federal tax strategies and local property tax considerations. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she combines broad financial planning services with real estate investment expertise, distinguishing her from other advisors in the area.
Experience: 39 years
Avg account: $514,335
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Jeffrey J
CFP®, Series 63
Fort Walton Beach, FL
Private Advisor Group, LLC
Jeffrey Johnson, based in Fort Walton Beach, FL, is a CFP®-certified advisor with Private Advisor Group, a large firm managing over $41 billion. He offers flexible fee structures including flat fees and negotiable AUM rates, catering to individuals, trusts, and corporate plans. His background includes experience at Delta Air Lines, providing a unique perspective compared to other local advisors.
Experience: 0 years
Avg account: $303,047
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