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Financial Advisors · Fort Lauderdale, FL/Updated June 13, 2026

The 9 Best Financial Advisors in Fort Lauderdale, FL

Choosing a financial advisor can shape your financial future. Our rankings reveal the best options in Fort Lauderdale based on real client feedback.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceGlobal Wealth Management
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Fort Lauderdale-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.

In Fort Lauderdale, a city with a growing population and diverse financial needs, selecting the right financial advisor is essential. With only 10 providers evaluated, the competition is tight, and trust is still forming, as many local firms have fewer than 50 reviews.

The leader, Global Wealth Management, commands attention with a solid 4.9-star rating across 144 reviews. In contrast, the rest of the field has a rating spread of just 0.2 stars, underscoring the importance of examining each firm's review record to make an informed choice.

10financial advisors evaluated in Fort Lauderdale
4.96average rating across the field
305customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Fort Lauderdale? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

Global Wealth Management

★★★★★4.9(144 reviews)

With a stellar rating of 4.9 from 144 reviews, Global Wealth Management is a standout in Fort Lauderdale's financial advisory scene.

Read full review
Best Value
95Score

Chris Price Financial Planner

★★★★★5.0(42 reviews)

Chris Price Financial Planner holds an impressive 5-star rating from 42 reviews.

Read full review
Most Reviewed
95Score

Wisdom Financial Services

★★★★★5.0(26 reviews)

Wisdom Financial Services has a perfect rating of 5 from 26 reviews, highlighting their expertise and attentive service.

Read full review

All 9, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
4.9★★★★★
144Tailored wealth management services
2
95Score
5.0★★★★★
42Affordable financial planning
3
95Score
5.0★★★★★
26Retirement planning and investments
4
94Score
4.9★★★★★
33Community-oriented financial planning
5
93Score
5.0★★★★★
18Innovative investment strategies
6
92Score
4.8★★★★★
24Detailed financial analysis
7
90Score
5.0★★★★★
9Retirement and financial planning
8
90Score
5.0★★★★★
8Insurance and investment services
9
78Score
5.0★★★★★
1Boutique financial services
Methodology

How we evaluated all 10 financial advisors.

To create this ranking, we evaluated 10 financial advisors in the Fort Lauderdale metro area, focusing on their customer reviews and overall ratings. Each firm is ranked based on their Vetted Score, which reflects the quality and quantity of client feedback.

Our rankings are updated monthly, and no business pays for placement. This ensures that the information is accurate and reflects the current state of the market, helping you make a choice based on real experiences.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Global Wealth Management

★★★★★4.9(144 reviews)
96Score

With a stellar rating of 4.9 from 144 reviews, Global Wealth Management is a standout in Fort Lauderdale's financial advisory scene. Clients frequently commend their personalized service and thorough financial planning. This firm is best for those seeking a tailored approach to wealth management. However, the firm’s popularity means you might face longer wait times for appointments.

Pros

  • Personalized financial planning
  • Strong client satisfaction
  • Thorough investment strategies

Cons

  • Longer appointment wait times
  • Higher fees compared to some competitors
Best forTailored wealth management services
Service areaFort Lauderdale, FL
Typical pricing$100 to $300 per hour
2
Best Value

Chris Price Financial Planner

★★★★★5.0(42 reviews)
95Score

Chris Price Financial Planner holds an impressive 5-star rating from 42 reviews. Clients appreciate Chris's straightforward approach and ability to simplify complex financial concepts. This firm excels in providing affordable planning services. However, with a smaller review base, some potential clients may find it difficult to gauge overall trustworthiness. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is affordable financial planning. It serves Fort Lauderdale, FL, with $75 to $200 per hour pricing, and the honest trade-offs are limited review history and smaller firm may lack resources.

Pros

  • Clear communication
  • Affordable pricing
  • Personalized financial advice

Cons

  • Limited review history
  • Smaller firm may lack resources
Best forAffordable financial planning
Service areaFort Lauderdale, FL
Typical pricing$75 to $200 per hour
3
Most Reviewed

Wisdom Financial Services

★★★★★5.0(26 reviews)
95Score

Wisdom Financial Services has a perfect rating of 5 from 26 reviews, highlighting their expertise and attentive service. Clients rave about the comprehensive retirement planning and investment strategies offered by this firm. However, the limited number of reviews may make some potential clients hesitant to choose them. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is retirement planning and investments. It serves Fort Lauderdale, FL, with $100 to $250 per hour pricing, and the honest trade-offs are limited review count and potentially less recognition in the market.

Pros

  • Expert retirement planning
  • Attentive client service
  • Strong client relationships

Cons

  • Limited review count
  • Potentially less recognition in the market
Best forRetirement planning and investments
Service areaFort Lauderdale, FL
Typical pricing$100 to $250 per hour
4
94Score

Edward Jones, represented by Chris Malkin, has a strong rating of 4.9 from 33 reviews. Clients appreciate the firm's community-oriented approach and commitment to helping clients reach their financial goals. While they offer a wide range of services, some clients feel that the fees can be higher than at other firms.

Pros

  • Community-focused service
  • Wide range of financial products
  • Experienced advisors

Cons

  • Higher fees
  • Variable advisor effectiveness
Best forCommunity-oriented financial planning
Service areaFort Lauderdale, FL
Typical pricing$100 to $250 per hour
5

Creative Financial Network, Inc.

★★★★★5.0(18 reviews)
93Score

With a perfect rating of 5 from 18 reviews, Creative Financial Network, Inc. is gaining traction in Fort Lauderdale. Clients value their creative investment solutions and personalized service. However, with only 18 reviews, their reputation is still building, which can make some clients cautious. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is innovative investment strategies. It serves Fort Lauderdale, FL, with $100 to $250 per hour pricing, and the honest trade-offs are limited review base and less established than larger firms.

Pros

  • Creative investment solutions
  • Personalized service
  • Growing reputation

Cons

  • Limited review base
  • Less established than larger firms
Best forInnovative investment strategies
Service areaFort Lauderdale, FL
Typical pricing$100 to $250 per hour
6

Krause Capital, Inc.

★★★★★4.8(24 reviews)
92Score

Krause Capital, Inc. enjoys a solid 4.8 rating from 24 reviews. Clients appreciate the firm's attentive service and thorough financial analysis. However, some clients mention that their investment options may be somewhat limited compared to larger firms. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is detailed financial analysis. It serves Fort Lauderdale, FL, with $100 to $250 per hour pricing, and the honest trade-offs are limited investment options and smaller firm may lack resources.

Pros

  • Attentive service
  • Thorough financial analysis
  • Good client relationships

Cons

  • Limited investment options
  • Smaller firm may lack resources
Best forDetailed financial analysis
Service areaFort Lauderdale, FL
Typical pricing$100 to $250 per hour
7
90Score

Harris Mandler, CFP, CLU from Equitable Advisors has a 5-star rating from 9 reviews. Clients highlight Harris’s expertise in financial planning and retirement strategies. However, the limited number of reviews might leave some potential clients uncertain about the overall experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is retirement and financial planning. It serves Fort Lauderdale, FL, with $150 to $300 per hour pricing, and the honest trade-offs are limited review history and less visibility in the market.

Pros

  • Expertise in retirement planning
  • Personalized financial advice
  • Strong client relationships

Cons

  • Limited review history
  • Less visibility in the market
Best forRetirement and financial planning
Service areaFort Lauderdale, FL
Typical pricing$150 to $300 per hour
8

Northwestern Mutual

★★★★★5.0(8 reviews)
90Score

Northwestern Mutual has a perfect 5-star rating from 8 reviews. Clients praise their comprehensive insurance and investment services. However, being a large firm, some clients may feel like they are just another number rather than receiving personalized attention. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is insurance and investment services. It serves Fort Lauderdale, FL, with $100 to $300 per hour pricing, and the honest trade-offs are less personalized service and higher pressure sales tactics.

Pros

  • Comprehensive services
  • Strong brand recognition
  • Experienced advisors

Cons

  • Less personalized service
  • Higher pressure sales tactics
Best forInsurance and investment services
Service areaFort Lauderdale, FL
Typical pricing$100 to $300 per hour
9

Palisades Hudson Financial Group LLC

★★★★★5.0(1 reviews)
78Score

Palisades Hudson Financial Group LLC has a perfect 5-star rating from just 1 review. While the rating is impressive, the lack of additional feedback makes it difficult to assess their overall service quality. This firm may appeal to clients looking for a boutique experience, but more reviews would help establish a stronger reputation.

Pros

  • Boutique financial services
  • Tailored advice

Cons

  • Extremely limited review history
  • Unproven track record
Best forBoutique financial services
Service areaFort Lauderdale, FL
Typical pricing$150 to $400 per hour
Before you book

How to choose a financial advisor in Fort Lauderdale

Selecting a financial advisor requires careful consideration of several factors. Here are key points to guide your decision-making process.

Review Ratings and Feedback

Pay close attention to each advisor's rating and the number of reviews. A higher rating with a substantial number of reviews often indicates a reliable choice.

Assess Specializations

Some advisors focus on specific areas like retirement planning or investment strategies. Identify your needs and find an advisor who matches them.

Consider Accessibility and Communication

Choose an advisor who is easy to reach and communicates clearly. This ensures you can get timely advice and support when needed.

What it costs

What financial advisors cost in Fort Lauderdale

Hourly RateMost financial advisors charge between $150 to $500 per hour, depending on their expertise and service offerings.
Flat FeeSome advisors offer a flat fee for specific services, ranging from $1,000 to $5,000 for comprehensive financial plans.
Percentage of Assets Under ManagementAdvisors may charge 1% to 1.5% of the assets they manage each year, which can be a cost-effective option for ongoing management.
Retainer FeeA retainer fee may range from $2,000 to $10,000 annually, providing continuous access to financial advice and planning.

Frequently asked questions

How much does financial advising cost in Fort Lauderdale?

Fees for financial advising typically range from $150 to $400 per hour, depending on the advisor's experience and services offered.

What should I look for in a financial advisor?

Seek advisors with solid ratings and reviews, a clear understanding of your financial goals, and transparent fee structures.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Fort Lauderdale residents: <strong>Global Wealth Management</strong>

Global Wealth Management leads with a solid 4.9 stars from 144 reviews, indicating strong client satisfaction. Following closely is Chris Price Financial Planner, boasting a perfect 5-star rating on 42 reviews, which showcases a strong performance despite fewer reviews. Wisdom Financial Services also holds a 5-star rating, but with only 26 reviews, making their reputation less established. For reliable financial advice, start with Global Wealth Management.