Top Financial Advisors in Wellington, FL

Q: How much does a financial advisor cost in Wellington?

The median advisory fee in Wellington, FL is 1.38% of assets under management.

Q: How many fee-only advisors are in Wellington?

There are 40 fee-only financial advisors in Wellington, FL, representing 60.6% of all advisors in the area.

Q: What credentials should I look for in a Wellington financial advisor?

The most common professional designation among Wellington advisors is the CFP (Certified Financial Planner), held by 11 advisors.

40 fee-only11 CFP certifiedMedian fee: 1.38% on $500K

Top Advisors in Wellington

CFP

Median Advisor Fee

Wellington1.38%

National1.15%

20% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only60.6%

Includes Commission39.4%

Top Credentials

CFP11 advisors

CFA3 advisors

Frequently Asked Questions

How much does a financial advisor cost in Wellington?

The median advisory fee in Wellington, FL is 1.38% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Wellington?

There are 40 fee-only financial advisors in Wellington, FL, representing 60.6% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Wellington financial advisor?

The most common professional designation among Wellington advisors is the CFP (Certified Financial Planner), held by 11 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.