Top financial advisors in Melbourne, 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 Melbourne, FL, and managing your wealth, you need an advisor who understands how to navigate federal taxes alongside Florida's unique tax environment. A common mistake is overlooking how property and sales taxes impact your overall financial picture, even though Florida has no state income tax.
- Federal tax focus. Confirm how they integrate federal income tax planning with your broader financial goals.
- Property tax insights. Ask how they help manage property tax exposure, especially given Florida's reliance on it for state funding.
- Homestead protection knowledge. Check their experience advising clients on Florida's strong homestead laws that can affect your asset protection and estate planning.
- Wealth migration strategies. See if they understand the nuances of relocating wealth to Florida and how it influences your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Monique N
CFP®, Series 66
Melbourne, FL
Edward Jones
Monique Nelson's expertise in retirement plans for business owners and multi-generational wealth transfer suits clients managing wealth in Melbourne, FL, especially those with military or executive backgrounds. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a comprehensive wealth management approach with an AUM fee up to 1.35%, differentiating her through firm resources and a strong mentorship role.
Experience: 7 years
Avg account: $246,728
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Michael A
Series 65
Melbourne, FL
Brookstone Capital Management LLC
Michael Adams operates in Melbourne, FL, offering expertise in ESG investing, active portfolio management, and retirement plans for business owners, which can support complex financial needs including tax considerations. Affiliated with Brookstone Capital Management, a large SEC-registered firm, he provides flexible fee structures including flat fees and negotiable AUM rates, catering to a diverse client base with access to advanced investment platforms.
Experience: 1 year
Avg account: $231,028
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Michael B
Series 63, Series 65
Melbourne, FL
Impact Partnership Wealth, LLC
Michael Baumann III offers expertise in tax-loss harvesting and alternative investments, which can help navigate Melbourne, FL's unique tax environment, including federal tax planning and property tax considerations. His firm provides flat-fee financial planning and discretionary model portfolio solutions, catering to individuals and high-net-worth clients, distinguishing him with a blend of independent advice and tactical asset allocation strategies.
Experience: 17 years
Avg account: $368,526
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James B
CFP®, Series 66
Melbourne, FL
Raymond James Financial
James Batch offers expertise in general retirement and business succession planning, supported by his CFP® certification and four years of industry experience in Melbourne, FL. Working with Raymond James Financial, a large firm known for flat-fee structures and diverse client services, he combines asset-allocation analysis with personalized consulting, distinguishing him from advisors with narrower focuses or different fee models.
Experience: 4 years
Avg account: $700,796
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Stephen R
Series 63, Series 65
Melbourne, FL
Cetera
Stephen Rossi Jr. in Melbourne, FL, offers expertise in wealth management and tax-loss harvesting, with 30 years of experience and flat-fee financial planning options. Affiliated with Cetera, a large firm serving diverse clients, he combines personalized advisor-managed accounts with firm-sponsored portfolios, making him a seasoned choice for those seeking integrated federal tax and retirement planning in Florida.
Experience: 31 years
Avg account: $306,089
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