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Financial Advisors in Homestead, FL — Free Estimates
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As of June 2026, RatingsNearMe ranks 11 financial advisors in Homestead, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Miami Dade College - Homestead Campus with a 4.1-star rating from 117 Google reviews and an RNM Score of 69/100. Also in the top tier: Capstone Wealth and The Union Financial. The average rating across all listed financial advisors in Homestead is 4.9 stars from 17 reviews per business on average.
Financial advisors in Homestead typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Heffernan Financial
Heffernan Financial stands out for its top ranking and comprehensive financial planning services in Homestead.
Most Reviewed
Eastern Financial Florida CU
A high review count indicates broad consumer experience and trust, making it a reliable choice for many clients.
When choosing a financial advisor in Homestead, consider your specific needs such as retirement planning or investment management, and verify credentials and fee structures before committing.
Local Market Snapshot
11
Businesses listed
4.9★
Avg rating
17
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a solid 4.1-star rating from over 100 reviews.
500 College Terrace, Homestead, FL 33030, USATrusted by 13 clients with a perfect 5.0-star rating in Homestead.
11031 US-301 STE 103, Oxford, FL 34484, USATrusted by clients with a strong 4.6-star rating from 9 reviews.
123 N Krome Ave # 205, Homestead, FL 33035, USAFinancial Advisors Rankings in Homestead, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Miami Dade College - Homestead Campus500 College Terrace, Homestead, FL 33030, USA | 4.1★ | 117 |
| #2 | Capstone Wealth11031 US-301 STE 103, Oxford, FL 34484, USA | 5.0★ | 13 |
| #3 | The Union Financial123 N Krome Ave # 205, Homestead, FL 33035, USA | 4.6★ | 9 |
| #4 | Heffernan Financial400 N Ponce De Leon Blvd, St. Augustine, FL 32084, USA | 5.0★ | 1 |
| #5 | Marie David Charles: Primerica - Financial Services123 N Krome Ave #101, Homestead, FL 33030, USA | 5.0★ | 4 |
| #6 | Lifespan Financial Strategies1655 N Commerce Pkwy, Weston, FL 33326, USA | 5.0★ | 2 |
| #7 | Core Wealth Management4600 Military Trail STE 215, Jupiter, FL 33458, USA | 5.0★ | 1 |
| #8 | Eastern Financial Florida CU790 N Homestead Blvd, Homestead, FL 33030, USA | 5.0★ | 1 |
| #9 | Wells Fargo Advisors907 N Homestead Blvd, Homestead, FL 33030, USA | — | — |
| #10 | Homestead Funds4301 Wilson Blvd, Arlington, VA 22203, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Homestead
Consistently earns a perfect 5.0-star rating from clients in Homestead.
400 N Ponce De Leon Blvd, St. Augustine, FL 32084, USA
5.0 stars from 4 reviews, reflecting consistently top-tier client satisfaction.
123 N Krome Ave #101, Homestead, FL 33030, USA
Rated 5.0 stars from 2 Google reviews, this Homestead financial advisor is highly regarded.
1655 N Commerce Pkwy, Weston, FL 33326, USA
Exceptional 5.0-star rating from a handful of Google reviews.
4600 Military Trail STE 215, Jupiter, FL 33458, USA
Exceptional 5.0-star service based on 1 review from clients in Homestead.
790 N Homestead Blvd, Homestead, FL 33030, USA
This financial advisor has no customer reviews yet to inform your decision.
907 N Homestead Blvd, Homestead, FL 33030, USA
This financial advisor currently has no online ratings or reviews.
4301 Wilson Blvd, Arlington, VA 22203, USA
Exceptional 5.0-star rating from a handful of Google reviews.
13459 Fishhawk Blvd, Lithia, FL 33547, USA
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Financial Advisors in Homestead, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Miami Dade College - Homestead Campus | 69/100 | 4.1 ★ | 117 |
| 2 | Capstone Wealth | 73/100 | 5.0 ★ | 13 |
| 3 | The Union Financial | 64/100 | 4.6 ★ | 9 |
| 4 | Heffernan Financial | 62/100 | 5.0 ★ | 1 |
| 5 | Marie David Charles: Primerica - Financial Services | 67/100 | 5.0 ★ | 4 |
| 6 | Lifespan Financial Strategies | 64/100 | 5.0 ★ | 2 |
| 7 | Core Wealth Management | 62/100 | 5.0 ★ | 1 |
| 8 | Eastern Financial Florida CU | 62/100 | 5.0 ★ | 1 |
| 9 | Wells Fargo Advisors | 3/100 | — | 0 |
| 10 | Homestead Funds | 3/100 | — | 0 |
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 Homestead
What is a fiduciary financial advisor and why does it matter in Homestead?
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 Homestead, 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 Homestead?
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 13, 2026.
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