Pricing Guide · West Palm Beach
Financial Advisors Cost in West Palm Beach, FL — 2026 Price Guide
What should you pay for financial advisors in West Palm Beach? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 19 financial advisors in West Palm Beach, FL by verified customer ratings and review volume. The highest-rated is Guided Financial Advisors with a 4.9-star rating from 75 verified reviews. Also in the top tier: Agnello Financial Group, Inc. and J.Brucker Advisors. The average rating across all listed financial advisors in West Palm Beach is 4.9 stars from 12 reviews per business on average.
Financial advisors in West Palm Beach 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
19
Businesses listed
4.9★
Avg rating
12
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Guided Financial Advisors
700 S Rosemary Ave #204, West Palm Beach, FL 33401, USA
Agnello Financial Group, Inc.
712 N Olive Ave, West Palm Beach, FL 33401, USA
J.Brucker Advisors
600 S Dixie Hwy, West Palm Beach, FL 33401, USA
Financial Advisors Rankings in West Palm Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Guided Financial Advisors700 S Rosemary Ave #204, West Palm Beach, FL 33401, USA | 4.9★ | 75 |
| #2 | Agnello Financial Group, Inc.712 N Olive Ave, West Palm Beach, FL 33401, USA | 4.9★ | 38 |
| #3 | J.Brucker Advisors600 S Dixie Hwy, West Palm Beach, FL 33401, USA | 4.9★ | 31 |
| #4 | Bernstein Private Wealth Management777 S Flagler Dr UNIT 1601, West Palm Beach, FL 33401, USA | 5.0★ | 2 |
| #5 | Merrill Lynch Wealth Management249 Royal Palm Way, Palm Beach, FL 33480, USA | 5.0★ | 3 |
| #6 | Morgan Stanley Financial Advisors777 S Flagler Dr suite 700 e, West Palm Beach, FL 33401, USA | 5.0★ | 2 |
| #7 | Palm Beach, FL Private Wealth Management - UBS Financial Services Inc.525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401, USA | 5.0★ | 1 |
| #8 | West Palm Beach Financial Advisor - Aaron Brask Capital1005 Lake Ave, Lake Worth Beach, FL 33460, USA | 5.0★ | 5 |
| #9 | C Brian Stewart - Financial Advisor, Ameriprise Financial Services, LLC4440 PGA Blvd Suite #600, Palm Beach Gardens, FL 33410, USA | 4.9★ | 29 |
| #10 | Legacy Financial Partners, LLC.1601 Belvedere Rd tower suite 305-s, West Palm Beach, FL 33406, USA | 4.3★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in West Palm Beach
Bernstein Private Wealth Management
777 S Flagler Dr UNIT 1601, West Palm Beach, FL 33401, USA
Merrill Lynch Wealth Management
249 Royal Palm Way, Palm Beach, FL 33480, USA
Morgan Stanley Financial Advisors
777 S Flagler Dr suite 700 e, West Palm Beach, FL 33401, USA
Palm Beach, FL Private Wealth Management - UBS Financial Services Inc.
525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401, USA
West Palm Beach Financial Advisor - Aaron Brask Capital
1005 Lake Ave, Lake Worth Beach, FL 33460, USA
C Brian Stewart - Financial Advisor, Ameriprise Financial Services, LLC
4440 PGA Blvd Suite #600, Palm Beach Gardens, FL 33410, USA
Legacy Financial Partners, LLC.
1601 Belvedere Rd tower suite 305-s, West Palm Beach, FL 33406, USA
Financial Planning Investment Group
1615 Forum Pl STE 1A, West Palm Beach, FL 33401, USA
Cresset
525 Okeechobee Blvd # 1600, West Palm Beach, FL 33401, USA
Northwestern Mutual
250 S Australian Ave UNIT 1601, West Palm Beach, FL 33401, USA
Shubert Cineus, Financial Advisor, Modern Edge Capital
515 N Flagler Dr Suite 350, West Palm Beach, FL 33401, USA
Renew Family Wealth
2465 Mercer Ave STE 203, West Palm Beach, FL 33401, USA
Edward Jones - Financial Advisor: Jim Smeenge, CFP®|CEPA®
120 S Olive Ave Ste 101, West Palm Beach, FL 33401, USA
Mc Kernan Financial Group
250 S Australian Ave, West Palm Beach, FL 33401, USA
Merrill Lynch Financial Advisor Thomas J. Mandat
140 N County Rd, Palm Beach, FL 33480, USA
Generational Wealth
701 US-1 #401, North Palm Beach, FL 33408, USA
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Frequently Asked Questions — Financial Advisors in West Palm Beach
What is a fiduciary financial advisor and why does it matter in West Palm Beach?
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 West Palm Beach, 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 West Palm Beach?
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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