Top financial advisors in Kendall, 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 Kendall, FL, and managing your wealth, 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, overlooking property and sales taxes that can impact your planning.
- Florida tax nuances. Confirm how they incorporate federal income tax with local property and sales taxes in your strategy.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they understand the financial implications of relocating to Florida for tax or lifestyle reasons.
- Experience with local regulations. Ensure they navigate Florida-specific rules that affect estate and retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lucy W
Series 63, Series 65
Miami, FL
Vicus Capital, Inc.
Lucy Watson's 32 years of experience and expertise in wealth management and tax-loss harvesting equip her to address the complex tax landscape in Kendall, FL, including property and sales taxes. Operating within a large firm, she offers flat-fee financial planning and serves high earners and those approaching retirement, distinguishing her with a broad client focus and flexible fee structures.
Experience: 33 years
Avg account: $468,636
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Ashton M
CFP®, CFA®, Series 66
Miami, FL
LPL Financial
Ashton Medina's expertise in wealth management and retirement plans, combined with his CFP® and CFA® credentials, equips him to address the complex tax and estate planning needs of clients in the Kendall, FL area. Operating through LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including business owners and retirees, providing access to extensive investment research and integrated advisory services.
Experience: 7 years
Avg account: $399,489
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Abel G
Series 66
Miami, FL
Merrill
Abel Guerrero, based in nearby Miami, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Florida's unique tax environment. Working with Merrill, a large firm known for managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners, providing access to diverse investment strategies and a 1.10% AUM fee for accounts under $2 million.
Experience: 0 years
Avg account: $860,085
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Julian M
Series 63, Series 65
Miami, FL
SPC
Julian Martinez's 24 years of experience and expertise in retirement plans for business owners and income planning make him well-suited to address the complex tax and estate planning needs of clients in Kendall, FL. Operating within SPC, a large firm managing $5.66 billion in assets, he offers flat-fee segmented and comprehensive financial plans, providing flexibility compared to hourly or AUM-based fees common among other advisors.
Experience: 24 years
Avg account: $192,080
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Keith B
Series 66
Miami, FL
Thrivent Investment Management
Keith Berman's 21 years of experience and Series 66 designation equip him to address complex financial needs in the Kendall, FL area, including business ownership considerations relevant to local tax nuances. Affiliated with Thrivent Investment Management, a large firm offering dedicated planning and managed-account programs, he provides comprehensive services to individuals and businesses, distinguishing him from advisors with smaller practices or narrower focuses.
Experience: 21 years
Avg account: $162,801
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