Financial Advisors · Tallahassee, FL/Updated June 13, 2026
The 10 Best Financial Advisors in Tallahassee, FL
Preservation Financial Group leads with a stellar 5-star rating from 81 reviews, far ahead of the competition in Tallahassee's developing market.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoicePreservation Financial Group
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Tallahassee-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Tallahassee, financial advisors play a crucial role in helping residents manage their investments and plan for the future. With a limited number of providers and a thin review base, choosing the right advisor can feel overwhelming.
To create this list, we evaluated 10 local firms based on their customer reviews, ratings, and overall reputation. The result is a ranking that reflects the most reliable options for financial guidance in the area.
10financial advisors evaluated in Tallahassee
4.96average rating across the field
151customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
We assessed each financial advisor based on their Vetted Score, which takes into account customer ratings and the number of reviews. We believe in transparency, so no firm paid for placement on this list, ensuring an unbiased selection.
This ranking is refreshed monthly to reflect the latest reviews and changes in service quality, giving you the most accurate picture of Tallahassee's financial landscape.
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.
With a perfect rating of 5 stars from 81 reviews, Preservation Financial Group is a clear leader in Tallahassee. Clients appreciate their personalized approach and expertise in retirement planning. They excel at building long-term relationships with clients. However, their popularity may lead to longer wait times for new clients. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is retirement planning and personalized financial advice. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are potential wait times for new clients and limited availability.
Pros
Personalized service
Strong reputation
Expertise in retirement planning
Cons
Potential wait times for new clients
Limited availability
Best forRetirement planning and personalized financial advice
Cassedy & Company holds a strong 4.8 rating from 23 reviews, with clients praising their clear communication and value-driven services. They are particularly noted for their comprehensive financial planning. The downside is their smaller review base, which may raise questions about long-term reliability. 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 value-driven financial planning and clear communication. It serves Tallahassee, FL, with $100 to $250 per hour pricing, and the honest trade-offs are smaller review base and less established.
Pros
Clear communication
Value-driven services
Comprehensive financial planning
Cons
Smaller review base
Less established
Best forValue-driven financial planning and clear communication
Jackson Financial Group has a 5-star rating from 12 reviews, with clients highlighting their approachable advisors and tailored strategies. They excel in providing customized investment solutions. However, their limited number of reviews may indicate a less established presence in the market. 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 customized investment strategies and approachable advisors. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are limited number of reviews and less established.
Pros
Approachable advisors
Tailored strategies
Customized investment solutions
Cons
Limited number of reviews
Less established
Best forCustomized investment strategies and approachable advisors
With a 5-star rating from 11 reviews, Smith Bruer is recognized for their detailed financial assessments and personalized plans. Clients appreciate their attentive service. However, their small client base means that their experience may vary from what larger firms offer. 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 assessments and personalized plans. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are small client base and less diverse experience.
Pros
Detailed financial assessments
Personalized plans
Attentive service
Cons
Small client base
Less diverse experience
Best forDetailed financial assessments and personalized plans
Southern Wealth maintains a strong 4.8 rating from 16 reviews, with clients appreciating their straightforward advice and friendly service. They are particularly good at helping clients understand complex financial concepts. Still, some clients may find their strategies too conservative for aggressive growth. 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 understanding complex financial concepts and straightforward advice. It serves Tallahassee, FL, with $100 to $250 per hour pricing, and the honest trade-offs are conservative strategies and may not suit aggressive investors.
Pros
Straightforward advice
Friendly service
Good at explaining complex concepts
Cons
Conservative strategies
May not suit aggressive investors
Best forUnderstanding complex financial concepts and straightforward advice
MillCreek Financial Consultants has a 5-star rating from 3 reviews, with clients praising their quick response times and tailored services. They can be a good choice for those seeking personalized attention. However, their limited review count makes them a promising but unproven option. 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 personalized attention and tailored services. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are limited review count and unproven option.
Pros
Quick response times
Tailored services
Personalized attention
Cons
Limited review count
Unproven option
Best forPersonalized attention and tailored services
Strategic Wealth Group has a perfect 5-star rating from 2 reviews. Clients commend their innovative strategies and proactive communication. They are best for tech-savvy clients looking for modern financial solutions. However, with only a couple of reviews, their reliability remains uncertain. 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 tech-savvy clients seeking modern solutions. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are very few reviews and uncertain reliability.
Pros
Innovative strategies
Proactive communication
Modern financial solutions
Cons
Very few reviews
Uncertain reliability
Best forTech-savvy clients seeking modern solutions
Tallahassee Financial Advisors holds a 5-star rating from just 1 review. The client praised them for their attentive service and thorough financial planning. They may be a good fit for individuals seeking a fresh perspective. However, their single review makes them a risky choice. 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 individuals seeking a fresh perspective. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and risky choice.
Proper Wealth has a perfect 5-star rating from a single review. The client appreciated their personalized attention and financial insights. While they may be suitable for someone looking for individualized service, their lack of reviews makes them an uncertain option. 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 individualized service and personalized attention. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and uncertain option.
Pros
Personalized attention
Financial insights
Individualized service
Cons
Only one review
Uncertain option
Best forIndividualized service and personalized attention
Morgan Stanley Financial Advisors has a 5-star rating from just 1 review, with a client noting their professionalism and expertise. They might be a good choice for those familiar with the Morgan Stanley brand. However, their single review raises concerns about their reliability. 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 clients familiar with the Morgan Stanley brand. It serves Tallahassee, FL, with $150 to $300 per hour pricing, and the honest trade-offs are only one review and concerns about reliability.
Pros
Professionalism
Expertise
Recognized brand
Cons
Only one review
Concerns about reliability
Best forClients familiar with the Morgan Stanley brand
Selecting a financial advisor requires careful consideration of their experience, client feedback, and service offerings. Here are key factors to guide your decision.
Review their ratings and feedback
Look for advisors with a strong rating and a substantial number of reviews. A higher volume of feedback indicates a more established reputation.
Assess their areas of expertise
Different advisors specialize in various sectors, such as retirement planning or investment management. Choose one that aligns with your specific needs.
Consider their communication style
Effective communication is essential. Make sure the advisor’s approach to client interaction suits your preferences.
What it costs
What financial advisors cost in Tallahassee
The cost of hiring a financial advisor in Tallahassee can vary widely based on the services provided and the advisor's experience. Here’s what you can expect:
Hourly ratesExpect to pay between $100 to $300 per hour for financial advisory services, depending on the advisor's expertise.
Flat feesSome advisors charge a flat fee ranging from $1,000 to $5,000 for comprehensive financial planning.
Assets under management (AUM)Advisors may charge 0.5% to 1% of the assets they manage annually, which can be beneficial for ongoing management.
Retainer feesAnnual retainer fees can range from $2,000 to $10,000, depending on the complexity of the services required.
Frequently asked questions
How much does financial advising cost in Tallahassee?
Most financial advisors in Tallahassee charge fees that vary widely, typically ranging from $100 to $300 per hour, depending on the advisor's experience and the complexity of your financial situation.
What qualifications should I look for in a financial advisor in Tallahassee?
Look for advisors with certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), as these indicate a higher level of expertise and professionalism.
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 Tallahassee residents: <strong>Preservation Financial Group</strong>
Preservation Financial Group proves to be the best choice with a solid 5-star rating from 81 reviews, showcasing a strong track record in client satisfaction. Following closely is Cassedy & Company, which holds a commendable 4.8 rating from 23 reviews, indicating reliable service but with less volume. Finally, Jackson Financial Group rounds out the top three with a perfect rating from 12 reviews, though its smaller review base leaves it promising but unproven compared to the others.
Cityvetted
