Highest Rated · Oldsmar
Top-Rated Financial Advisors in Oldsmar, FL
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 3 financial advisors in Oldsmar, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Jeff Mizner, CFP®|AAMS®. Also in the top tier: Tampa Bay Advisory, LLC and Chesney Financial Services.
Financial advisors in Oldsmar typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
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Jul 4, 2026
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Top Rated Financial Advisors
No reviews yet; located in Oldsmar, FL for financial planning needs.
301 Woodlands Pkwy Ste 5, Oldsmar, FL 34677, USANo reviews yet; consider this your chance to be the first to rate this local advisor.
172-A State St E, Oldsmar, FL 34677, USANo ratings yet; 0 Google reviews for this Oldsmar financial advisor.
1809 Peppertree Dr, Oldsmar, FL 34677, USAFinancial Advisors Rankings in Oldsmar, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Jeff Mizner, CFP®|AAMS®301 Woodlands Pkwy Ste 5, Oldsmar, FL 34677, USA | — | — |
| #2 | Tampa Bay Advisory, LLC172-A State St E, Oldsmar, FL 34677, USA | — | — |
| #3 | Chesney Financial Services1809 Peppertree Dr, Oldsmar, FL 34677, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
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Financial Advisors in Oldsmar, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Jeff Mizner, CFP®|AAMS® | 3/100 | — | 0 |
| 2 | Tampa Bay Advisory, LLC | 3/100 | — | 0 |
| 3 | Chesney Financial Services | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Oldsmar
What is a fiduciary financial advisor and why does it matter in Oldsmar?
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 Oldsmar, 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 Oldsmar?
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: July 4, 2026.
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