Showing results near Lakeland
We don't have financial advisors listed specifically in Lakeland yet — these top-rated pros from Casselberry serve your area and are available for calls and quotes today.
Pricing Guide · Lakeland
Financial Advisors Cost in Lakeland, FL — 2026 Price Guide
What should you pay for financial advisors in Lakeland? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Lakeland, FL by verified customer ratings and review volume. The highest-rated is Guardian Wealth Management with a 5.0-star rating from 8 verified reviews. Also in the top tier: James Conrow - Financial Advisor, Ameriprise Financial Services, LLC and Raymond James. The average rating across all listed financial advisors in Lakeland is 4.9 stars from 58 reviews per business on average.
Financial advisors in Lakeland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
58
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Guardian Wealth Management
464 W Pipkin Rd, Lakeland, FL 33813, USA
James Conrow - Financial Advisor, Ameriprise Financial Services, LLC
110 E Reynolds St Ste 807, Plant City, FL 33563, USA
Financial Advisors Rankings in Lakeland, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Guardian Wealth Management464 W Pipkin Rd, Lakeland, FL 33813, USA | 5.0★ | 8 |
| #2 | James Conrow - Financial Advisor, Ameriprise Financial Services, LLC110 E Reynolds St Ste 807, Plant City, FL 33563, USA | — | — |
| #3 | Raymond James110 E Reynolds St # 808, Plant City, FL 33563, USA | — | — |
| #4 | Edward Jones - Financial Advisor: Tim Shuff, CFP®|AAMS®104 N Evers St Suite 102, Plant City, FL 33563, USA | 5.0★ | 1 |
| #5 | Family Estate Advisors1106 N Wheeler St, Plant City, FL 33563, USA | 5.0★ | 1 |
| #6 | Cameron Financial Management110 W Reynolds St #109, Plant City, FL 33563, USA | 5.0★ | 2 |
| #7 | Mark Gray Financial1808 James L Redman Pkwy #203, Plant City, FL 33563, USA | — | — |
| #8 | Black's Insurance & Financial Services1701 James L Redman Pkwy, Plant City, FL 33563, USA | 4.7★ | 89 |
| #9 | Logistics Credit Repair LLC1805 James L Redman Pkwy Suite 201, Plant City, FL 33563, USA | 4.9★ | 31 |
| #10 | GTE Financial Credit Union2201 James L Redman Pkwy, Plant City, FL 33563, USA | 4.8★ | 595 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Lakeland
Edward Jones - Financial Advisor: Tim Shuff, CFP®|AAMS®
104 N Evers St Suite 102, Plant City, FL 33563, USA
Family Estate Advisors
1106 N Wheeler St, Plant City, FL 33563, USA
Cameron Financial Management
110 W Reynolds St #109, Plant City, FL 33563, USA
Mark Gray Financial
1808 James L Redman Pkwy #203, Plant City, FL 33563, USA
Black's Insurance & Financial Services
1701 James L Redman Pkwy, Plant City, FL 33563, USA
Logistics Credit Repair LLC
1805 James L Redman Pkwy Suite 201, Plant City, FL 33563, USA
GTE Financial Credit Union
2201 James L Redman Pkwy, Plant City, FL 33563, USA
Edward Jones - Financial Advisor: Luke Carvalho, AAMS®
2806 James L Redman Pkwy Suite 201, Plant City, FL 33566, USA
Angeloni Tax Advisory Group Inc.
1403 W Reynolds St, Plant City, FL 33563, USA
Edward Jones - Financial Advisor: Stephen W Shouse, AAMS®
1514 S Alexander St Suite 206, Plant City, FL 33563, USA
Mariner Finance
1701 S Alexander St Ste. 112, Plant City, FL 33566, USA
Farm Credit of Central Florida
2301 Thonotosassa Rd, Plant City, FL 33563, USA
Buckalew Financial Services
3031 Mojave Oak Dr, Valrico, FL 33594, USA
Pioneer Financial Associates Inc
138 N Moon Ave, Brandon, FL 33510, USA
Get Free Quotes
We'll connect you with the top financial advisors in Lakeland, FL.
Frequently Asked Questions — Financial Advisors in Lakeland
What is a fiduciary financial advisor and why does it matter in Lakeland?
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 Lakeland, 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 Lakeland?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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 1, 2026.
More Home Services in Lakeland
Related Searches
More ways to find financial advisors in Lakeland
Financial Advisors in nearby cities