Fiduciary advisors in Clearwater, FL

Clearwater, Florida

Ballast Wealth Partners is a Clearwater, Florida–based financial planning firm that partners with Commonwealth, an independent RIA broker/dealer. The firm offers financial planning, retirement consulting, education planning, and 401(k) management services, with an emphasis on long-term financial stewardship, transparency regarding fees and progress toward goals, and an advisory process centered on understanding client priorities and lifestyle objectives. Operating as an independent firm, it provides planning that addresses spending, healthcare, longevity, estate considerations, and market-related uncertainties.

Clearwater, Florida

Cooney Financial Inc. is a Clearwater, Florida-based firm offering tax planning and investment management services to individuals and families. The firm integrates licensed tax advisory with investment strategy and provides ongoing support throughout the year, handling client documents securely in the U.S. Services include financial strategy, tax planning, and long-term advisory guidance structured around a four-step planning process.

Clearwater, Florida

Independent RIA

Csenge Advisory Group is an independent registered investment adviser based in Clearwater, Florida, operating as a fiduciary for over 25 years. The firm provides financial planning and investment management services, emphasizing understanding client circumstances and goals alongside structured portfolio construction and ongoing advice. Led by founder John Csenge and Eric Caisse, the firm operates multiple locations across the United States and maintains an advisory network while selectively acquiring firms where strategic alignment exists.

Clearwater, Florida

Friendly Tax and Accounting, located in Clearwater, Florida, provides tax preparation services for individuals and businesses, along with estate planning, investment management, and tax strategy guidance. The firm emphasizes identifying available tax credits and deductions while serving both personal and business clients, including entrepreneurs and new business owners, with a team trained in tax, accounting, and business formation matters.

Clearwater, Florida

InvestSafe Financial, based in Clearwater, Florida, focuses on retirement planning strategies centered on principal protection and lifetime income solutions. The firm works with retirees to evaluate insurance and financial vehicles designed for safety and income generation, and conducts complimentary educational seminars throughout the year to help clients understand their retirement options. The firm's stated approach emphasizes straightforward strategies rather than broad product coverage.

Clearwater, Florida

Independent RIA

MAI Capital Management is an independent registered investment adviser in Clearwater, Florida, serving high net worth individuals and families with financial planning and investment management services. Operating for 50 years, the firm takes a goals-based approach, developing customized investment strategies and comprehensive wealth management plans aligned with clients' risk tolerance and life circumstances. The firm operates under fiduciary responsibility and provides integrated services spanning tax and accounting, insurance coordination, estate planning, family governance, and philanthropic structuring through an in-house team.

Clearwater, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Clearwater, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Clearwater, Florida

Raymond James & Associates is an investment advisory firm in Clearwater, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Clearwater, Florida

Independent RIA

RetirePro is an independent ria firm in Clearwater, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 10 Google reviews.

Clearwater, Florida

Flat Fee

Unify Financial Advisors is an SEC-registered investment advisor based in Clearwater, Florida, providing financial planning with a focus on tax strategy. The firm operates on a flat-fee structure and describes itself as fee-only and fiduciary, offering needs-based service tailored to individual client circumstances rather than applying standardized fee schedules across all accounts.