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Top Financial Advisors in Plantation, FL

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Plantation, FL

Both Plantation and its surrounding towns offer numerous options for financial advisors. To help you with your advisor search, we’ve crafted a list of the top financial advisors in the area. In our list, we review factors such as each firm’s assets under management (AUM), fee structure, investment strategies and types of advisory services. If you’d like additional help, our free financial advisor matching service connects you with up to three local advisors.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 MG&A Wealth MG&A Wealth logo Find an Advisor

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$759,668,199 No set account minimum
  • Portfolio management
  • Financial planning
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors (including private fund managers)
2 Tobias Financial Advisors, Inc. Tobias Financial Advisors, Inc. logo Find an Advisor

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$650,000,000 No set account minimum
  • Portfolio management
  • Financial planning
  • Retirement plan advisory service

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Retirement plan advisory service
3 LWM Advisory Services, LLC LWM Advisory Services, LLC logo Find an Advisor

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$501,593,739 Varies based on account type
  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors (including private fund managers)

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4 Northstar Financial Planners, Inc. Northstar Financial Planners, Inc. logo Find an Advisor

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$236,005,602 $500,000
  • Portfolio management
  • Financial planning

Minimum Assets

$500,000

Financial Services

  • Portfolio management
  • Financial planning
5 Sterling Wealth Advisors, Inc. Sterling Wealth Advisors, Inc. logo Find an Advisor

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$149,883,686 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
6 Fortune 360 Group LLC Fortune 360 Group LLC logo Find an Advisor

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$141,353,614 $50,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$50,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting

What We Use in Our Methodology

To find the top financial advisors in Plantation, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

MG&A Wealth

MG&A Wealth, the top-rated financial advisory firm in Plantation, is a fee-based practice offering wealth advisory services primarily to high-net-worth individuals. The firm also works with non-high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations and other business entities. The firm ranked on Forbes' 2019 Top Wealth Advisors and 2018 Best-In-State Wealth Advisors lists. 

MG&A Wealth's fee structure means advisors are compensated based on a percentage of assets under management (AUM). However, some advisors are insurance agents and earn commissions. This is a potential conflict of interest, but all advisors must act in the best interest of the client.

The firm’s advisors offer many different qualifications. These include the certified financial planner (CFP) and accredited wealth management advisor (AWMA). MG&A Wealth has no set account minimum. The firm charges asset-based fees for its investment advisory services, but it charges hourly fees for financial planning. 

MG&A Wealth Background

Established in 1989, MG&A Wealth provides investment management, financial planning and advisor referral services in several U.S. states and internationally. The registered investment advisor says its team includes some advisors who are fluent in Spanish, Cantonese and Portuguese. MG&A Wealth's main custodian is Fidelity, but it also uses SEI Investments Company for client asset allocation and management. In focusing on the offshore market, the firm provides International Private Client services for overseas clients and non-U.S. citizens. MG&A Wealth's offerings additionally feature a unified managed account (UMA) and advisor as portfolio manager (APM) program. 

Todd Battaglia is the principal owner of the firm and serves as it president and chief executive officer.

MG&A Wealth Investment Strategy

The firm generally invests client assets in mutual funds and exchange-traded funds. The firm also offers advice on equities, corporate debt securities, warrants, certificates of deposit, municipal securities and U.S. government securities. 

MG&A Wealth says on its website that it takes a multi-generational approach toward its investment management and strives to benefit both clients and their families. The firm uses a number of investment strategies, including fundamental, cyclical, charting and technical analysis.

Tobias Financial Advisors, Inc.

Fee-only firm Tobias Financial Advisors serves non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations and other business entities. Advisor certifications include the certified financial planner (CFP), certified public accountant (CPA), chartered financial analyst (CFA) and personal financial specialist (PFS) designations. 

Tobias Financial doesn’t have a minimum account size requirement, but it does charge minimum fees for its services. The financial advisor charges a minimum fee of $10,000 per year for wealth management services, and it charges at least $3,000 per year for investment management services. A one-time financial plan comes with a minimum fee of $6,000, but ongoing financial planning services require a minimum annual fee of $5,000. Financial planning services also come with fixed fees or hourly fees, and the firm's investment management fees are based on a percentage of assets under management. 

As a fee-only firm, Tobias Financial advisors do not receive commissions or other third-party compensation for recommending products or services. 

Tobias Financial Advisors Background

Tobias Financial was founded in 1980, but it became a registered investment advisor (RIA) in 1989. The firm’s principal owners are Marianela Collado and Matthew Saneholtz. Collado serves as the CEO, while Saneholtz is the president. Edgar Collado is the firm’s chief financial officer and chief operating officer. 

The firm’s main advisory services include investment management and financial planning. Tobias Financial also offers wealth management and retirement plan advisory services.

Tobias Financial Advisors Investment Strategy

The firm normally allocates client assets across mutual funds, exchange-traded funds, debt and equity securities and variable annuity-related securities. Tobias Financial’s chief securities analysis methods include fundamental analysis and technical analysis. The firms chooses investment strategies in alignment with each client’s specific goals, time horizons and risk tolerance. 

LWM Advisory Services, LLC

LWM Advisory Services is a fee-based firm that serves a wide range of clients, including non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates and charitable organizations. LWM's investment advisory fees are calculated as a percentage of assets under management. The firm's account minimum varies based on account type, ranging from $10,000 to $100,000.

However, some advisors can earn commission-based compensation from the sale of insurance or investment products on top of the fees that clients pay. This can pose a potential conflict of interest, but the firm is bound by its fiduciary duty to put clients' interests first.

The LWM team offers various skill sets, such as the certified financial planner (CFP) and accredited investment fiduciary (AIF) designations. 

LWM Advisory Services Background

LWM was established in 2014 as a subsidiary of Legacy Wealth Management, Inc. Tony Dubose is the principal manager of both companies; he indirectly owns Legacy Wealth Management, Inc. 

Clients can receive advice through the firm’s portfolio management, financial planning and pension consulting services. 

LWM Advisory Services Investment Strategy

LWM employs strategic and tactical asset allocation strategies in its investment process. The firm analyzes markets over a three- to five-year time horizon and builds portfolios according to its research. It uses third-party independent research, economic conferences, due diligence meetings and technical analysis

LWM may utilize hedging strategies when deemed appropriate.

Northstar Financial Planners, Inc.

Northstar Financial Planners, the next firm on our Plantation list, operates as a fee-only practice. The firm’s client base largely consists of non-high-net-worth individuals, but it also offers advisory services to high-net-worth individuals, pension plans, business entities, trusts, estates, corporations and charitable organizations.

Northstar charges hourly fees for its financial planning services, and the firm bases its portfolio management fee on a percentage of client assets. The firm requires clients to have at least $500,000 to open an account. 

Advisors’ qualifications include the chartered financial consultant (ChFC), chartered life underwriter (CLU) and certified financial planner (CFP) designations. 

Northstar Financial Planners Background

Northstar Financial has provided portfolio management, financial planning and consulting services since 2000. The firm’s owners are Allen Giese and Steve Tepper. Clients also have access to various other services, including:

  • Cash flow planning
  • Charitable giving
  • Tax planning
  • Retirement planning
  • Insurance planning
  • Special needs planning

Northstar Financial Planners Investment Strategy

Northstar Financial explains on its website that it bases its portfolio asset allocations on academic research. The firm also says it utilizes tax-efficient strategies and low-fee investments for client portfolios. 

The advisory’s primary investment strategies include structured asset class allocation, long-term purchases, short-term purchases and margin transactions. The firm says its strategies vary according to each client portfolio.

Sterling Wealth Advisors, Inc.

Sterling Wealth Advisors is another fee-only advisory firm that works with individuals, high-net-worth individuals, pension and profit sharing plans, trusts and estates. While the firm does not impose a minimum account size, it does charge a minimum annual fee of $15,000 for combined investment managemant and financial planning services, making it potentially cost prohibitive for accounts with less than $720,000. Clients who work with Sterling solely for investment management are subject to a minimum annual fee of $3,000. 

As a fee-only practice, Sterling advisors do not receive any third-party compensation for selling securities or insurance products. Instead, the firm's revenue exclusively comes from client-paid fees. 

Sterling's all-female team includes one advisor with the certified financial planner (CFP) and accredited investment fiduciary (AIF) designations. 

Sterling Wealth Advisors Background

Founded in 2001, Sterling Wealth Advisors is principally owned by Elizabeth Barrett, who also serves as the firm's president, chief executive officer and chief compliance officer. 

The firm provides clients with comprehensive portfolio management and financial planning services, as well as standalone consulting and financial planning. As mentioned above, some clients opt to receive only investment management.

Sterling Wealth Advisors Investment Strategy

Sterling Wealth Advisors employs both long- and short-term purchasing strategies for investing clients' money. The firm primarily allocates clinet assets across various no-load mutual funds, exchange-traded funds, bond funds, U.S. government securities, money market accounts, certificates of deposit and individual treasury bonds. 

Fortune 360 Group LLC

Fortune 360 Group (F3GL), the final firm on our list, is a fee-based practice. This means some advisors can earn commission-based compensation from the sale of insurance or securities. This can pose a potential conflict of interest, but the firm is bound by its fiduciary duty to put clients' interests first.

Some of the F3GL team hold professional financial certifications, such as the certified financial planner (CFP), certified public accountant (CPA) and accredited investment fiduciary (AIF), personal financial specialist (PFS) and chartered retirement plan specialist (CRPS) designations. 

F3GL serves a wide range of clients, including non-high-net-worth and high-net-worth individuals, pensions, profit-sharing plans, corporations and business entities.

Fortune 360 Group Background

F3GL was formed in 2015 and became registered as an investment advisor in Florida the following year. Its principal owners are Myers Financial Services, Inc. (whose owner is Ronald Lawrence Myers) and Fortune Management Group, Inc. (whose owner is Solomon Edward Reeves). 

The firm offers portfolio management services (including investment strategy, asset allocation, regular portfolio monitoring and more), pension consulting services, advisor referral, financial planning and services limited to particular kinds of investments. 

Fortune 360 Group Investment Strategy

F3GL employs fundamental analysis, technical analysis and modern portfolio theory strategies in its investment process. The firm uses long-term trading and securities such as mutual funds, equity, fixed-income, ETFs, treasury inflation protected/inflation linked bonds, annuities and private placements.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.