Pricing Guide · Tallahassee
Financial Advisors Cost in Tallahassee, FL — 2026 Price Guide
What should you pay for financial advisors in Tallahassee? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Tallahassee, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Preservation Financial Group with a 5.0-star rating from 75 Google reviews and an RNM Score of 82/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Canopy Roads Advisors
Canopy Roads Advisors stands out as the top-ranked firm due to its consistently high client satisfaction and personalized wealth management approach tailored to local Tallahassee families.
Most Reviewed
Canopy Roads Advisors
Having the most reviews suggests a broad base of client trust and experience, which can provide more reliable insight into the firm's service consistency.
When choosing a financial advisor in Tallahassee, consider meeting with at least two firms from this list to compare their fee structures and investment philosophies, and always check their regulatory background via SEC or FINRA databases.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0-star rating from 75 Google reviews reflects exceptional client service in Tallahassee.
1695 Metropolitan Cir STE 1, Tallahassee, FL 32308, USAHighly rated Tallahassee financial advisor with 4.8 stars from 23 Google reviews.
2012 North Point Blvd D, Tallahassee, FL 32308, USARated 5.0 stars from 12 Google reviews for financial guidance in Tallahassee.
407 E 6th Ave, Tallahassee, FL 32303, USAFinancial 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 | Smith Bruer1700 Summit Lake Dr STE 102, Tallahassee, FL 32317, USA | 5.0★ | 10 |
| #5 | First Franklin Financial Services2100 Fleischmann Rd, Tallahassee, FL 32308, USA | 5.0★ | 8 |
| #6 | Gabor Financial Solutions1410 Piedmont Dr E, Tallahassee, FL 32308, USA | 4.2★ | 5 |
| #7 | Rosenberg Alvis Ambrose Wealth Management1876 Eider Ct suite b, Tallahassee, FL 32308, USA | 5.0★ | 4 |
| #8 | Private Wealth Management and Consulting1680 Metropolitan Cir, Tallahassee, FL 32308, USA | 5.0★ | 3 |
| #9 | MillCreek Financial Consultants2425 Mill Creek Ct, Tallahassee, FL 32308, USA | 5.0★ | 3 |
| #10 | Strategic Wealth Group401 E Virginia St, Tallahassee, FL 32301, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Tallahassee
Exceptional 5.0-star rating from 10 local Google reviews.
1700 Summit Lake Dr STE 102, Tallahassee, FL 32317, USA
Earns a perfect 5.0-star rating from 8 local Google reviews in Tallahassee.
2100 Fleischmann Rd, Tallahassee, FL 32308, USA
Rated 4.2 stars from 5 Google reviews, this Tallahassee financial advisor is well-regarded.
1410 Piedmont Dr E, Tallahassee, FL 32308, USA
Known for exceptional 5.0-star service based on 4 client reviews in Tallahassee.
1876 Eider Ct suite b, Tallahassee, FL 32308, USA
Trusted by clients with a perfect 5.0-star rating from 3 local reviews.
1680 Metropolitan Cir, Tallahassee, FL 32308, USA
A 5.0-star rating from 3 Google reviews reflects exceptional client satisfaction.
2425 Mill Creek Ct, Tallahassee, FL 32308, USA
Exceptionally rated 5.0 stars across multiple Google reviews in Tallahassee.
401 E Virginia St, Tallahassee, FL 32301, USA
Exceptional 5.0-star rating from early customers in Tallahassee.
3320 Thomasville Rd Ste 301, Tallahassee, FL 32308, USA
Exceptional 5.0-star rating from early client reviews in Tallahassee.
3325 Thomasville Rd Suite B, Tallahassee, FL 32308, USA
5.0-star rating from 1 Google review for a Tallahassee financial advisor.
259 John Knox Rd, Tallahassee, FL 32303, USA
Exceptional 5.0-star rating from a handful of Google reviews.
3015 Shannon Lakes Dr N, Tallahassee, FL 32309, USA
Exceptional 5.0-star rating from customers in Tallahassee.
3233 Thomasville Rd 2nd Floor, Tallahassee, FL 32308, USA
Exceptional 5.0-star rating from a small number of Google reviews.
2450 Tim Gamble Pl, Tallahassee, FL 32308, USA
5.0-star rating from 1 Google review for a Tallahassee financial advisor.
2039 Centre Pointe Blvd #203, Tallahassee, FL 32308, USA
Consistently earns a perfect 5.0-star rating from its initial Google reviews.
3520 Thomasville Rd Ste 100, Tallahassee, FL 32309, USA
Exceptional 5.0-star rating from 4 Google reviews for financial advising in Tallahassee.
2941 Kerry Forest Pkwy, Tallahassee, FL 32309, USA
Top-rated financial advisor in Tallahassee with a perfect 5.0-star rating from clients.
1300 Timberlane Rd, Tallahassee, FL 32312, USA
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Financial Advisors in Tallahassee, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Preservation Financial Group | 82/100 | 5.0 ★ | 75 |
| 2 | Cassedy & Company | 72/100 | 4.8 ★ | 23 |
| 3 | Jackson Financial Group | 72/100 | 5.0 ★ | 12 |
| 4 | Smith Bruer | 71/100 | 5.0 ★ | 10 |
| 5 | First Franklin Financial Services | 70/100 | 5.0 ★ | 8 |
| 6 | Gabor Financial Solutions | 54/100 | 4.2 ★ | 5 |
| 7 | Rosenberg Alvis Ambrose Wealth Management | 67/100 | 5.0 ★ | 4 |
| 8 | Private Wealth Management and Consulting | 66/100 | 5.0 ★ | 3 |
| 9 | MillCreek Financial Consultants | 66/100 | 5.0 ★ | 3 |
| 10 | Strategic Wealth Group | 64/100 | 5.0 ★ | 2 |
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 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: July 4, 2026.
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