Low Cost · New Port Richey
Cheap Financial Advisors in New Port Richey, FL — Best Prices
Compare financial advisors prices in New Port Richey to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 18 financial advisors in New Port Richey, FL by verified customer ratings and review volume. The highest-rated is Praetego Private Wealth with a 5.0-star rating from 38 verified reviews. Also in the top tier: American Senior Financial and Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™. The average rating across all listed financial advisors in New Port Richey is 4.5 stars from 8 reviews per business on average.
Financial advisors in New Port Richey 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
18
Businesses listed
4.5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Praetego Private Wealth
1805 Cypress Brook Dr Suite 103, Trinity, FL 34655, USA
American Senior Financial
2200 Seven Springs Blvd, New Port Richey, FL 34655, USA
Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™
10720 FL-54, Trinity, FL 34655, USA
Financial Advisors Rankings in New Port Richey, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Praetego Private Wealth1805 Cypress Brook Dr Suite 103, Trinity, FL 34655, USA | 5.0★ | 38 |
| #2 | American Senior Financial2200 Seven Springs Blvd, New Port Richey, FL 34655, USA | 4.7★ | 25 |
| #3 | Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™10720 FL-54, Trinity, FL 34655, USA | 5.0★ | 7 |
| #4 | Pontlitz Asset Advisors5920 Main St, New Port Richey, FL 34652, USA | 3.7★ | 3 |
| #5 | Summit Brokerage Services, Inc.5545 Pasco Way, Port Richey, FL 34668, USA | 5.0★ | 3 |
| #6 | Tri Achorn Investment Services Group9501 US-19 Suite 204, Port Richey, FL 34668, USA | 5.0★ | 2 |
| #7 | Retirement Advisory Consultants6521 Main St, New Port Richey, FL 34653, USA | 2.0★ | 4 |
| #8 | Reliant Capital Management, Inc.7616 Massachusetts Ave, New Port Richey, FL 34653, USA | 5.0★ | 1 |
| #9 | Rudy Molnar - Private Wealth Advisor, Ameriprise Financial Services, LLC5701 Main St, New Port Richey, FL 34652, USA | — | — |
| #10 | Doreen Scott - Financial Advisor, Ameriprise Financial Services, LLC10537 FL-54 unit b, New Port Richey, FL 34655, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in New Port Richey
Pontlitz Asset Advisors
5920 Main St, New Port Richey, FL 34652, USA
Summit Brokerage Services, Inc.
5545 Pasco Way, Port Richey, FL 34668, USA
Tri Achorn Investment Services Group
9501 US-19 Suite 204, Port Richey, FL 34668, USA
Retirement Advisory Consultants
6521 Main St, New Port Richey, FL 34653, USA
Reliant Capital Management, Inc.
7616 Massachusetts Ave, New Port Richey, FL 34653, USA
Rudy Molnar - Private Wealth Advisor, Ameriprise Financial Services, LLC
5701 Main St, New Port Richey, FL 34652, USA
Doreen Scott - Financial Advisor, Ameriprise Financial Services, LLC
10537 FL-54 unit b, New Port Richey, FL 34655, USA
Kuttin Wealth Management - Ameriprise Financial Services, LLC
5701 Main St Ste 110, New Port Richey, FL 34652, USA
1st Financial Wealth Management
2144 Seven Springs Blvd #406, New Port Richey, FL 34655, USA
Melynda Rodgers - Ameriprise Financial Services, LLC
5701 Main St, New Port Richey, FL 34652, USA
Josh Green - Regions Financial Advisor
6335 US-19, New Port Richey, FL 34652, USA
Edward Jones - Financial Advisor: Troy V Spence
3373 Mariner Blvd, Spring Hill, FL 34609, USA
Edward Jones - Financial Advisor: Alex Kuzmin, CRPC™
6141 Grand Blvd, New Port Richey, FL 34652, USA
Coastal Bay Wealth Management
5709 Tidalwave Dr, New Port Richey, FL 34652, USA
Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®
6141 Grand Blvd, New Port Richey, FL 34652, USA
Get Free Quotes
We'll connect you with the top financial advisors in New Port Richey, FL.
Frequently Asked Questions — Financial Advisors in New Port Richey
What is a fiduciary financial advisor and why does it matter in New Port Richey?
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 New Port Richey, 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 New Port Richey?
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: May 17, 2026.
More Home Services in New Port Richey
Related Searches
More ways to find financial advisors in New Port Richey
Financial Advisors in nearby cities