Top financial advisors in Safety Harbor, FL
We’ve curated a list of the best financial advisors in Safety Harbor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$256,087,667
Number of advisors
16 advisors
| $256,087,667 | 16 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Safety Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Safety Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Rogan & Associates
Rogan & Associates is an investment advisory firm founded in 1997 by Michael Rogan, offering portfolio management and third-party managed accounts. The firm's Financial Planning for Life™ system covers various topics such as retirement income planning, asset allocation, estate planning, and tax planning. Clients receive ongoing investment advice and management through the Rogan & Associates Portfolio Program on a discretionary or non-discretionary basis. The firm charges a single wrap fee based on a percentage of assets under management, with negotiable fees and no minimum investment requirement. Clients may impose specified investment objectives and guidelines. Rogan & Associates acts as custodian for clients' accounts and provides brokerage and execution services. The firm's investment strategies are conservative, focusing on long-term investing and diversification across multiple asset classes to mitigate risks. Clients receive account statements at least quarterly from the custodian. Rogan & Associates does not accept performance-based fees or participate in side-by-side management. The firm's Code of Ethics ensures clients' interests are prioritized, and clients have the option to purchase securities through other broker-dealers. Rogan & Associates does not accept physical custody of clients' funds and securities, which are held with a qualified custodian. The firm provides financial planning, investment management, and third-party managed account advisory services to individuals, families, businesses, and charitable organizations.
$256,087,667 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Safety Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Safety Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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