4.5+ Stars · Palm Coast
Highly Rated Financial Advisors in Palm Coast, FL
Only the best make this list. These financial advisors in Palm Coast have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Palm Coast, FL by verified customer ratings and review volume. The highest-rated is Capstone Planning, LLC with a 5.0-star rating from 74 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Michael A Lapshin, CFP® and Fickett Financial Coaching. The average rating across all listed financial advisors in Palm Coast is 4.9 stars from 10 reviews per business on average.
Financial advisors in Palm Coast 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
17
Businesses listed
4.9★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Capstone Planning, LLC
18 Market Ave, Palm Coast, FL 32164, USA
Edward Jones - Financial Advisor: Michael A Lapshin, CFP®
15 Cypress Branch Way STE 204, Palm Coast, FL 32164, USA
Fickett Financial Coaching
56 Fanshawe Ln, Palm Coast, FL 32137, USA
Financial Advisors Rankings in Palm Coast, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Capstone Planning, LLC18 Market Ave, Palm Coast, FL 32164, USA | 5.0★ | 74 |
| #2 | Edward Jones - Financial Advisor: Michael A Lapshin, CFP®15 Cypress Branch Way STE 204, Palm Coast, FL 32164, USA | 5.0★ | 14 |
| #3 | Fickett Financial Coaching56 Fanshawe Ln, Palm Coast, FL 32137, USA | 5.0★ | 14 |
| #4 | Alliance Financial Partners, IncAlliance Plaza, 1 Florida Park Dr N #105B, Palm Coast, FL 32137, USA | 5.0★ | 11 |
| #5 | TMRW Financial Group395 Palm Coast Pkwy SW Suite 5, Palm Coast, FL 32137, USA | 5.0★ | 7 |
| #6 | Johnson Wealth Management389 Palm Coast Pkwy SW Suite 4, Palm Coast, FL 32137, USA | 5.0★ | 1 |
| #7 | Innovative Financial Solutions4 Concorde Ln Suite 1, Palm Coast, FL 32137, USA | 5.0★ | 5 |
| #8 | Gratium Wealth Planning - Ameriprise Financial Services, LLC10 Florida Park Dr N ste d, Palm Coast, FL 32137, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Alan Thornton, AAMS®21 Old Kings Rd N #107, Palm Coast, FL 32137, USA | 5.0★ | 6 |
| #10 | Edward Jones - Financial Advisor: Andrea N Gulliksen, CFP®107 Flagler Plaza Dr, Palm Coast, FL 32137, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Palm Coast
Alliance Financial Partners, Inc
Alliance Plaza, 1 Florida Park Dr N #105B, Palm Coast, FL 32137, USA
TMRW Financial Group
395 Palm Coast Pkwy SW Suite 5, Palm Coast, FL 32137, USA
Johnson Wealth Management
389 Palm Coast Pkwy SW Suite 4, Palm Coast, FL 32137, USA
Innovative Financial Solutions
4 Concorde Ln Suite 1, Palm Coast, FL 32137, USA
Gratium Wealth Planning - Ameriprise Financial Services, LLC
10 Florida Park Dr N ste d, Palm Coast, FL 32137, USA
Edward Jones - Financial Advisor: Alan Thornton, AAMS®
21 Old Kings Rd N #107, Palm Coast, FL 32137, USA
Edward Jones - Financial Advisor: Andrea N Gulliksen, CFP®
107 Flagler Plaza Dr, Palm Coast, FL 32137, USA
Edward Jones - Financial Advisor: Michael Vasseur, AAMS®
460 Palm Coast Pkwy SW Ste 2, Palm Coast, FL 32137, USA
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
10 Florida Park Dr N ste d, Palm Coast, FL 32137, USA
Edward Jones - Financial Advisor: John Skripko Jr
2 Pine Lakes Pkwy Ste 2, Palm Coast, FL 32137, USA
West Coast Financial Group
16241 N Florida Ave, Lutz, FL 33549, USA
JBirney Financial
104 S 4th St, Flagler Beach, FL 32136, USA
Edward Jones - Financial Advisor: Ed Pruitt Jr
107 Flagler Plaza Dr, Palm Coast, FL 32137, USA
Palm Coast Wealth Management
2625 Townsgate Rd #330, Thousand Oaks, CA 91361, USA
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Frequently Asked Questions — Financial Advisors in Palm Coast
What is a fiduciary financial advisor and why does it matter in Palm Coast?
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 Palm Coast, 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 Palm Coast?
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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