Same Day · Daytona Beach
Same-Day Financial Advisors in Daytona Beach, FL
Can't wait a week? These financial advisors in Daytona Beach offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Daytona Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Compass Financial Management Group, Inc. with a 4.9-star rating from 38 Google reviews and an RNM Score of 77/100. Also in the top tier: Sarah Smith, CFP®, ChFC and Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Daytona Beach is 4.7 stars from 10 reviews per business on average.
Financial advisors in Daytona Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Holland Financial Inc
Holland Financial Inc is top-ranked for its comprehensive financial planning services and strong local reputation in Daytona Beach.
Most Reviewed
Ameriprise Financial Services, LLC
A high review count indicates broad client experience and trust, helping consumers gauge service consistency.
When choosing a financial advisor in Daytona Beach, verify credentials like CFP® or ChFC and read recent client reviews to ensure the advisor's expertise matches your financial goals.
How to Choose a Financial Advisor in Daytona Beach
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) certification
- • Experience working with clients in the Daytona Beach area
- • Fee-only or fee-based compensation structure
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • Can you provide references from existing clients in the Daytona Beach area?
- • How do you get compensated, and are there any conflicts of interest I should be aware of?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and compensation
- ⚠ Disciplinary actions or customer complaints on their record
In Florida, financial advisors must be registered with the Florida Office of Financial Regulation and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
17
Businesses listed
4.7★
Avg rating
10
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Top-rated local advisor with a near-perfect 4.9-star rating from 38 reviews.
880 Airport Rd STE 112A, Ormond Beach, FL 32174, USARated 5.0 stars from 21 Google reviews, consistently earning exceptional client satisfaction.
340 S Beach St #113, Daytona Beach, FL 32114, USAHighly rated Daytona Beach financial advisor with 4.7 stars from 27 reviews.
1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USAFinancial Advisors Rankings in Daytona Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Compass Financial Management Group, Inc.880 Airport Rd STE 112A, Ormond Beach, FL 32174, USA | 4.9★ | 38 |
| #2 | Sarah Smith, CFP®, ChFC340 S Beach St #113, Daytona Beach, FL 32114, USA | 5.0★ | 21 |
| #3 | Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA | 4.7★ | 27 |
| #4 | FirsTrust113 Executive Cir, Daytona Beach, FL 32114, USA | 5.0★ | 9 |
| #5 | David Petracca - Financial Advisor, Ameriprise Financial Services, LLC1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Financial Advisor Lucas Haber1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA | 5.0★ | 1 |
| #7 | Plan to Prosper Wealth Management595 W Granada Blvd K, Ormond Beach, FL 32174, USA | 5.0★ | 12 |
| #8 | Holland Financial Inc700 W Granada Blvd, Ormond Beach, FL 32174, USA | 4.6★ | 9 |
| #9 | Stifel1530 Cornerstone Blvd # 110, Daytona Beach, FL 32117, USA | 4.4★ | 7 |
| #10 | Xcel Wealth Management101 2nd St Ste. 402, Holly Hill, FL 32117, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Daytona Beach
Rated 5.0 stars across 9 Google reviews, this local advisor is highly recommended.
113 Executive Cir, Daytona Beach, FL 32114, USA
Rated 5.0 stars by customers, this Daytona Beach financial advisor is highly recommended.
1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA
Exceptional 5.0-star rating from 1 Google review for Daytona Beach financial advising.
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Rated 5.0 stars from 12 reviews on Google.
595 W Granada Blvd K, Ormond Beach, FL 32174, USA
Known for a strong 4.6-star rating from 9 Google reviews in Daytona Beach.
700 W Granada Blvd, Ormond Beach, FL 32174, USA
A solid 4.4-star rating from a handful of Google reviews.
1530 Cornerstone Blvd # 110, Daytona Beach, FL 32117, USA
Trusted Daytona Beach financial advisor with a perfect 5.0-star rating from 5 reviews.
101 2nd St Ste. 402, Holly Hill, FL 32117, USA
A Daytona Beach financial advisor with a 3.4-star rating based on 5 reviews.
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1620 S Clyde Morris Blvd, Daytona Beach, FL 32119, USA
Exceptional 5.0-star rating from three Google reviews for financial guidance.
1540 Cornerstone Blvd STE 110, Daytona Beach, FL 32117, USA
Rated 3.7 stars from 3 Google reviews, reflecting mixed client feedback.
1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA
Exceptional 5.0-star rating from Google reviews for financial advising in Daytona Beach.
444 Seabreeze Blvd #700, Daytona Beach, FL 32118, USA
No ratings yet; this Daytona Beach financial advisor has no Google reviews.
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Exceptional 5.0-star rating from 9 Google reviews for reliable local financial guidance.
128 Orange Ave Suite 223, Daytona Beach, FL 32114, USA
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Financial Advisors in Daytona Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Compass Financial Management Group, Inc. | 77/100 | 4.9 ★ | 38 |
| 2 | Sarah Smith, CFP®, ChFC | 75/100 | 5.0 ★ | 21 |
| 3 | Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC | 71/100 | 4.7 ★ | 27 |
| 4 | FirsTrust | 71/100 | 5.0 ★ | 9 |
| 5 | David Petracca - Financial Advisor, Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Financial Advisor Lucas Haber | 62/100 | 5.0 ★ | 1 |
| 7 | Plan to Prosper Wealth Management | 72/100 | 5.0 ★ | 12 |
| 8 | Holland Financial Inc | 64/100 | 4.6 ★ | 9 |
| 9 | Stifel | 59/100 | 4.4 ★ | 7 |
| 10 | Xcel Wealth Management | 68/100 | 5.0 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Daytona Beach
What is a fiduciary financial advisor and why does it matter in Daytona Beach?
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 Daytona Beach, 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 Daytona Beach?
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 10, 2026.
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