Best Value · Brandon
Affordable Financial Advisors in Brandon, FL
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As of June 2026, RatingsNearMe ranks 17 financial advisors in Brandon, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Buckalew Financial Services with a 4.9-star rating from 48 Google reviews and an RNM Score of 89/100. Also in the top tier: Big Financial Services LLC and Total Resource Financial, LLC. The average rating across all listed financial advisors in Brandon is 5 stars from 12 reviews per business on average.
Financial advisors in Brandon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Brandon, FL is home to a variety of financial advisor services to assist consumers with investment planning, retirement strategies, and other personal finance needs. When searching for a local financial advisor, consumers should consider factors such as credentials, specialties, and client reviews.
- ✓Wide range of financial advisor services available in Brandon, FL
- ✓Consumers should research advisor credentials, specialties, and client reviews
- ✓Financial planning services can include investment management, retirement planning, and more
Best Overall
Big Financial Services LLC
Big Financial Services LLC stands out as the top-ranked advisor in Brandon, FL due to its high local reputation and strong client satisfaction.
Most Reviewed
Edward Jones - Financial Advisor: Justin M Slater, CFP®|AAMS®
A high review count indicates broad client experience and trust, helping you gauge consistent service quality.
When choosing a financial advisor in Brandon, compare credentials like CFP® certification and fee structures, and read recent reviews to ensure the advisor aligns with your financial goals.
How to Choose a Financial Advisor in Brandon
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Brandon, FL area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation and investment mix for clients?
- • Can you provide references from other Brandon, FL clients?
- • What is your process for ongoing portfolio monitoring and rebalancing?
Red flags
- ⚠ Overly complex or high-fee investment products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Pressure to make quick decisions or invest in specific products
- ⚠ Unwillingness to provide clear explanations or answer your questions
In Florida, financial advisors must be registered with the state's Office of Financial Regulation and hold appropriate licenses, such as a Series 65 or 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
12
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Brandon, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Buckalew Financial Services3031 Mojave Oak Dr, Valrico, FL 33594, USA | 4.9★ | 48 |
| #2 | Big Financial Services LLC10150 Highland Manor Dr #200, Tampa, FL 33610, USA | 5.0★ | 22 |
| #3 | Total Resource Financial, LLC5650 Breckenridge Park Dr Suite 305, Tampa, FL 33610, USA | 5.0★ | 11 |
| #4 | Legacy Financial Partners - Ameriprise Financial Services, LLC1315 Providence Rd Unit 1, Brandon, FL 33511, USA | — | — |
| #5 | Focus Wealth Strategies3419 Brook Crossing Dr, Brandon, FL 33511, USA | 5.0★ | 5 |
| #6 | Edward Jones - Financial Advisor: Justin M Slater, CFP®|AAMS®1979 W Lumsden Rd, Brandon, FL 33511, USA | 5.0★ | 10 |
| #7 | Full Coverage Financial Planning1209 Lakeside Dr, Brandon, FL 33510, USA | 5.0★ | 3 |
| #8 | Heath Wealth Management620 E Bloomingdale Ave, Brandon, FL 33511, USA | 5.0★ | 1 |
| #9 | Quinton Baker - Thrivent407 N Parsons Ave Ste 101, Brandon, FL 33510, USA | 5.0★ | 1 |
| #10 | Sellers Financial Services138 N Moon Ave # B, Brandon, FL 33510, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Brandon
1315 Providence Rd Unit 1, Brandon, FL 33511, USA
3419 Brook Crossing Dr, Brandon, FL 33511, USA
1979 W Lumsden Rd, Brandon, FL 33511, USA
1209 Lakeside Dr, Brandon, FL 33510, USA
620 E Bloomingdale Ave, Brandon, FL 33511, USA
407 N Parsons Ave Ste 101, Brandon, FL 33510, USA
138 N Moon Ave # B, Brandon, FL 33510, USA
1743 S Kings Ave, Brandon, FL 33511, USA
138 N Moon Ave, Brandon, FL 33510, USA
6152 Delancey Station St Suite 105B, Riverview, FL 33578, USA
1068 E Bloomingdale Ave, Valrico, FL 33596, USA
1347 Oakfield Dr, Brandon, FL 33511, USA
3419 Brook Crossing Dr, Brandon, FL 33511, USA
1206 Millennium Pkwy Ste 2001, Brandon, FL 33511, USA
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Financial Advisors in Brandon, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Buckalew Financial Services | 89/100 | 4.9 ★ | 48 |
| 2 | Big Financial Services LLC | 87/100 | 5.0 ★ | 22 |
| 3 | Total Resource Financial, LLC | 83/100 | 5.0 ★ | 11 |
| 4 | Legacy Financial Partners - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 5 | Focus Wealth Strategies | 80/100 | 5.0 ★ | 5 |
| 6 | Edward Jones - Financial Advisor: Justin M Slater, CFP®|AAMS® | 75/100 | 5.0 ★ | 10 |
| 7 | Full Coverage Financial Planning | 78/100 | 5.0 ★ | 3 |
| 8 | Heath Wealth Management | 65/100 | 5.0 ★ | 1 |
| 9 | Quinton Baker - Thrivent | 65/100 | 5.0 ★ | 1 |
| 10 | Sellers Financial Services | 15/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Brandon
What is a fiduciary financial advisor and why does it matter in Brandon?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Brandon, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Brandon?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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