Top financial advisors in Lakewood Ranch, 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 Lakewood Ranch, FL, or managing wealth here, you need advisors who understand 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 budget.
- Federal tax focus. Confirm how they plan around federal income tax since Florida doesn't tax income but has other tax considerations.
- Property tax insight. Ask how they incorporate Florida's property tax and homestead protections into your long-term plan.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida, as this affects estate and tax strategies.
- Sales tax impact. Discuss how they help you manage spending and investments considering Florida's sales tax structure.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Larry T
CFP®
Lakewood Ranch, FL
Larry Allan Financial Planning Services LLC
Larry Tummonds, a CFP® professional with 11 years of experience, offers personalized financial planning and investment management in Lakewood Ranch, FL. His independent firm focuses on tailored strategies, which may include navigating Florida's unique tax landscape, setting him apart from advisors with less local specialization or firm autonomy.
Experience: 11 years
Avg account: $1,176,829
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Michael M
Series 63, Series 65
Lakewood Ranch, FL
OSAIC
Michael Mundo Jr. offers extensive experience with 27 years in the industry and specializes in annuities, making him well-equipped to address the tax and wealth management challenges in Lakewood Ranch, FL. Affiliated with LPL Financial, a large firm providing diverse advisory services and supported by in-house research, he offers flexible flat-fee and hourly pricing, which may suit clients seeking transparent and negotiable fee structures.
Experience: 27 years
Avg account: $398,336
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Nicolina S
ChFC®, Series 63
Bradenton, FL
Cma Advisors, Inc.
Nicolina Stewart offers expertise in wealth management and retirement planning, with 12 years of experience and a ChFC® designation, making her well-equipped to address the tax and estate planning nuances for clients in Lakewood Ranch, FL. Her firm combines financial planning with tax preparation and accounting services, providing a coordinated approach that includes flat-fee options starting at $5,000, distinguishing her from advisors who may not integrate tax and investment strategies as closely.
Experience: 12 years
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Joseph P
CFP®
Lakewood Ranch, FL
Plancorp, LLC
Joseph Patane's 21 years of experience and CFP® certification equip him to navigate Florida's unique tax landscape, including property and sales taxes, for clients in Lakewood Ranch. His firm, Plancorp, LLC, manages nearly $10 billion with a risk-based, diversified investment approach and offers flat fees for standalone planning, making him a strong choice for high-net-worth individuals and business owners seeking tailored wealth management.
Experience: 21 years
Avg account: $4,157,573
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John S
Series 63, Series 66
Sarasota, FL
J.P. Morgan Securities
John Smyth's 35 years of experience and Series 63 and 66 licenses position him well to address wealth management needs in the Lakewood Ranch area, especially considering Florida's unique tax environment. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized performance reporting, he provides a disciplined approach with a 0.30% annual AUM fee, suitable for executives and business owners seeking comprehensive advisory services.
Experience: 35 years
Avg account: $318,381
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