10+ Years · Tallahassee
Experienced Financial Advisors in Tallahassee, FL
Experience matters. These financial advisors in Tallahassee have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Tallahassee, FL by verified customer ratings and review volume. The highest-rated is Preservation Financial Group with a 5.0-star rating from 75 verified reviews. Also in the top tier: Cassedy & Company and Jackson Financial Group. The average rating across all listed financial advisors in Tallahassee is 5 stars from 8 reviews per business on average.
Financial advisors in Tallahassee 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
20
Businesses listed
5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Preservation Financial Group
1695 Metropolitan Cir STE 1, Tallahassee, FL 32308, USA
Cassedy & Company
2012 North Point Blvd D, Tallahassee, FL 32308, USA
Jackson Financial Group
407 E 6th Ave, Tallahassee, FL 32303, USA
Financial Advisors Rankings in Tallahassee, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Preservation Financial Group1695 Metropolitan Cir STE 1, Tallahassee, FL 32308, USA | 5.0★ | 75 |
| #2 | Cassedy & Company2012 North Point Blvd D, Tallahassee, FL 32308, USA | 4.8★ | 23 |
| #3 | Jackson Financial Group407 E 6th Ave, Tallahassee, FL 32303, USA | 5.0★ | 12 |
| #4 | Proper Wealth3233 Thomasville Rd 2nd Floor, Tallahassee, FL 32308, USA | 5.0★ | 1 |
| #5 | Private Wealth Management and Consulting1680 Metropolitan Cir, Tallahassee, FL 32308, USA | 5.0★ | 3 |
| #6 | Southern Wealth2450 Tim Gamble Pl, Tallahassee, FL 32308, USA | 5.0★ | 1 |
| #7 | Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP2941 Kerry Forest Pkwy, Tallahassee, FL 32309, USA | 5.0★ | 4 |
| #8 | MillCreek Financial Consultants2425 Mill Creek Ct, Tallahassee, FL 32308, USA | 5.0★ | 3 |
| #9 | Tallahassee Financial Advisors3015 Shannon Lakes Dr N, Tallahassee, FL 32309, USA | 5.0★ | 1 |
| #10 | Smith Bruer1700 Summit Lake Dr STE 102, Tallahassee, FL 32317, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Tallahassee
Proper Wealth
3233 Thomasville Rd 2nd Floor, Tallahassee, FL 32308, USA
Private Wealth Management and Consulting
1680 Metropolitan Cir, Tallahassee, FL 32308, USA
Southern Wealth
2450 Tim Gamble Pl, Tallahassee, FL 32308, USA
Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP
2941 Kerry Forest Pkwy, Tallahassee, FL 32309, USA
MillCreek Financial Consultants
2425 Mill Creek Ct, Tallahassee, FL 32308, USA
Tallahassee Financial Advisors
3015 Shannon Lakes Dr N, Tallahassee, FL 32309, USA
Smith Bruer
1700 Summit Lake Dr STE 102, Tallahassee, FL 32317, USA
True North Advisors
2039 Centre Pointe Blvd #203, Tallahassee, FL 32308, USA
Rosenberg Alvis Ambrose Wealth Management
1876 Eider Ct suite b, Tallahassee, FL 32308, USA
Strategic Wealth Group
401 E Virginia St, Tallahassee, FL 32301, USA
Morgan Stanley Financial Advisors
3520 Thomasville Rd Ste 100, Tallahassee, FL 32309, USA
First Franklin Financial Services
2100 Fleischmann Rd, Tallahassee, FL 32308, USA
Gabor Financial Solutions
1410 Piedmont Dr E, Tallahassee, FL 32308, USA
Canopy Roads Advisors
3320 Thomasville Rd Ste 301, Tallahassee, FL 32308, USA
Edward Jones - Financial Advisor: James H Gillard III
1300 Timberlane Rd, Tallahassee, FL 32312, USA
Coastal Wealth - Tallahassee Office
259 John Knox Rd, Tallahassee, FL 32303, USA
Edward Jones - Financial Advisor: Don P Hartshorne II, CFP®
3325 Thomasville Rd Suite B, Tallahassee, FL 32308, USA
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Frequently Asked Questions — Financial Advisors in Tallahassee
What is a fiduciary financial advisor and why does it matter in Tallahassee?
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 Tallahassee, 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 Tallahassee?
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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