2 advisors with offices in Crestview. Credentials, fee structures, and minimums are disclosed on each listing.
Crestview, Florida
Fee-Based
Kingsview Partners Crestview Office is an investment advisory firm in Crestview, Florida. Services include Financial Planning and Investment Management. Compensation is on a fee-based basis. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsCrestview, Florida
Independent RIA
This Crestview-based firm operates as an independent advisor affiliated with LPL Financial, serving business owners, farmers, affluent families, and individuals approaching or in retirement. The practice offers investment management and strategic wealth planning, with particular expertise in estate planning and a focus on military clientele. The principal, Paul, holds AAMS credentials and securities licenses (Series 7, 63, 66) through LPL Financial, bringing over two decades of advisory experience and prior military background.
View detailsAdvisors serving Crestview specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.