Top financial advisors in Saint Petersburg, FL
We’ve curated a list of the best financial advisors in Saint Petersburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$122,500,000
Number of advisors
2 advisors
| $122,500,000 | 2 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 Saint Petersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Petersburg. 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.
Holifield Financial Advisory Services/prosper Financial Advisers
Holifield Financial Advisory Services, Inc., operating as Prosper Financial Advisers, is a Registered Investment Adviser founded in 2008 by Rhonda K. Holifield. The firm offers financial planning, consulting, and investment management services to various clients, including individuals, pension plans, trusts, and corporations. Clients have discretion over implementing recommendations and may impose restrictions on investments. The firm primarily allocates assets among mutual funds, ETFs, and individual securities based on client objectives. Prosper Financial Advisers does not charge performance-based fees and acts as a fiduciary when providing discretionary 3(38) fiduciary services. The firm's fee structure includes fixed or hourly fees for financial planning and an annual fee based on a percentage of assets managed, typically up to 1.00%. There is a minimum quarterly fee of $500, and clients may incur additional charges from custodians or third parties. The Adviser does not pay for client referrals and does not receive compensation for referrals. Clients receive regular account reviews and reports, and the Adviser does not vote proxies on behalf of clients. Prosper Financial Advisers does not have custody of client assets but may deduct fees from client accounts. The firm has no financial constraints that would impact client services.
$122,500,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection 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 Saint Petersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Petersburg. 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.
Your first meeting is free.