Best Financial Planners in Osprey, FL

Find and compare 3 financial planners in Osprey, FL. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.

Top Financial Planners in Osprey

1

Sarasota Capital Strategies Unclaimed

460 S Tamiami Trail, Osprey, FL 34229, Osprey, FL
2

Lonier Financial Advisory LLC Unclaimed

457 E Macewen Dr, Osprey, FL
3

M & T FINANCIAL SVC Unclaimed

206 TINA ISLAND DR, OSPREY, FL

How to choose a financial planner in Osprey

  • 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 Osprey

In Osprey, 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 Osprey, FL?

1Network currently lists 3 financial planners in Osprey, FL. You can compare their reviews, contact details, and services on this page.

How much does a financial planner cost in Osprey?

Financial planners in Osprey, 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 Osprey to avoid commission conflicts.

How do I choose a financial planner in Osprey?

Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 3 financial planners in Osprey, FL.