Best Financial Consultants in Lake Wales, FL
Find and compare 4 financial planners in Lake Wales, FL. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.
Top Financial Consultants in Lake Wales
Family Financial Services Unclaimed
Raymond James Financial Services Unclaimed
Edward Jones - Financial Advisor: Vanessa A Colburn Unclaimed
Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™ Unclaimed
How to choose a financial planner in Lake Wales
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Lake Wales
In Lake Wales, FL, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Lake Wales, FL?
1Network currently lists 4 financial planners in Lake Wales, FL. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Lake Wales?
Financial planners in Lake Wales, FL typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Lake Wales to avoid commission conflicts.
How do I choose a financial planner in Lake Wales?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 4 financial planners in Lake Wales, FL.