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Financial Advisors in Dunedin, FL — Free Estimates
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As of May 2026, RatingsNearMe ranks 10 financial advisors in Dunedin, FL by verified customer ratings and review volume. The highest-rated is Cornerstone Wealth Advisors with a 4.9-star rating from 37 verified reviews. Also in the top tier: Revenx and Raymond James Financial Services. The average rating across all listed financial advisors in Dunedin is 5 stars from 15 reviews per business on average.
Financial advisors in Dunedin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
10
Businesses listed
5★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Cornerstone Wealth Advisors
4625 Little Rd, New Port Richey, FL 34655, USA
Revenx
P.O. # 2547, 1350 County Rd 1, Dunedin, FL 34698, USA
Raymond James Financial Services
28050 US Hwy 19 N #304, Clearwater, FL 33761, USA
Financial Advisors Rankings in Dunedin, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Cornerstone Wealth Advisors4625 Little Rd, New Port Richey, FL 34655, USA | 4.9★ | 37 |
| #2 | RevenxP.O. # 2547, 1350 County Rd 1, Dunedin, FL 34698, USA | 4.8★ | 46 |
| #3 | Raymond James Financial Services28050 US Hwy 19 N #304, Clearwater, FL 33761, USA | 5.0★ | 2 |
| #4 | Voege Financial Services, Inc2555 Enterprise Rd # 6, Clearwater, FL 33763, USA | 5.0★ | 1 |
| #5 | Patrick Donoghue - Private Wealth Advisor, Ameriprise Financial Services, LLC595 Main St, Dunedin, FL 34698, USA | 5.0★ | 1 |
| #6 | Atrium Financial Advisors634 Douglas Ave suite b, Dunedin, FL 34698, USA | — | — |
| #7 | Smith Wealth Management Inc1425 Pinehurst Rd, Dunedin, FL 34698, USA | 5.0★ | 1 |
| #8 | Heartfire Wealth595 Main St, Dunedin, FL 34698, USA | — | — |
| #9 | Michael Ross - Financial Advisor, Ameriprise Financial Services, LLC595 Main St, Dunedin, FL 34698, USA | — | — |
| #10 | Moorgate Capital Management2196 Main St ste d, Dunedin, FL 34698, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Dunedin
Voege Financial Services, Inc
2555 Enterprise Rd # 6, Clearwater, FL 33763, USA
Patrick Donoghue - Private Wealth Advisor, Ameriprise Financial Services, LLC
595 Main St, Dunedin, FL 34698, USA
Atrium Financial Advisors
634 Douglas Ave suite b, Dunedin, FL 34698, USA
Smith Wealth Management Inc
1425 Pinehurst Rd, Dunedin, FL 34698, USA
Michael Ross - Financial Advisor, Ameriprise Financial Services, LLC
595 Main St, Dunedin, FL 34698, USA
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Frequently Asked Questions — Financial Advisors in Dunedin
What is a fiduciary financial advisor and why does it matter in Dunedin?
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 Dunedin, 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 Dunedin?
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: May 17, 2026.
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