Top financial advisors in North Port, 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 North Port, FL, or managing wealth here, you need an advisor who understands how to navigate Florida's unique tax landscape, especially since there's no state income tax but other taxes like property and sales tax still apply. A common mistake is assuming tax planning is simpler here, which can lead to missed opportunities or unexpected liabilities.
- Federal tax focus. Confirm how they integrate federal tax strategies with Florida's tax environment to optimize your overall tax burden.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to protect your primary residence and reduce property taxes.
- Wealth migration insight. See if they understand the implications of relocating wealth to Florida, including timing and asset structuring.
- Local market familiarity. Ensure they have experience with North Port's real estate and economic factors that affect your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kathryn A
Series 66
North Port, FL
Wells Fargo Clearing
Kathryn Anderson's 23 years of experience and Series 66 designation equip her to address the complex tax and wealth management needs of North Port residents, including leveraging Florida's homestead protections. Affiliated with Wells Fargo Clearing, a large firm managing $671 billion in assets, she offers flat-fee and AUM-based services tailored for high-net-worth clients, distinguishing her through extensive resources and a seasoned approach.
Experience: 23 years
Avg account: $475,575
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Ron S
Series 66, Series 63
North Port, FL
Empower Advisory Group
Ron Shchemelev offers expertise in retirement planning and income strategies, which can be valuable for managing wealth in North Port's unique tax environment. His flat-fee structure and affiliation with Empower Advisory Group, a large firm serving employer-sponsored retirement plans, provide access to integrated financial planning and investment management services tailored to local economic factors.
Experience: 3 years
Avg account: $565,063
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Gw K
Series 63, Series 65
North Port, FL
King Retirement Solutions, LLC
Gw King offers extensive expertise in retirement planning and Social Security optimization, crucial for managing wealth in North Port's unique tax environment. With 37 years of experience and an independent firm approach, he serves individual and high-net-worth clients using a non-discretionary model and charges a 1% annual fee on assets managed, distinguishing him from advisors with different fee structures or investment styles.
Experience: 37 years
Avg account: $111,230
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Janice M
Series 63, Series 66
North Port, FL
Thrivent Investment Management
Janice Mowen's 23 years of experience and Series 63 and 66 licenses equip her to address North Port's unique tax and real estate landscape, including business ownership considerations. Affiliated with Thrivent Investment Management, a large firm offering holistic financial planning and combined billing options, she also brings practical real estate management insight as co-owner of DGM Investments, enhancing her local market familiarity.
Experience: 23 years
Avg account: $162,801
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Kristin N
Series 63, Series 65
North Port, FL
Ameriprise
Kristin Nelson specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in North Port, FL. Working at Ameriprise, a large firm with a 0.15% AUM fee, she leverages algorithmic tools and detailed reports to provide tax-efficient withdrawal strategies, distinguishing her approach from advisors with less emphasis on technology-driven retirement planning.
Experience: 12 years
Avg account: $471,167
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