Top financial advisors in The Villages, FL
We’ve curated a list of the best financial advisors in The Villages, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$760,951,314
Number of advisors
22 advisors
| $760,951,314 | 22 advisors | |
| 2 |
Assets under management
$160,670,529
Number of advisors
13 advisors
| $160,670,529 | 13 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 The Villages, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case The Villages. 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.
Talon Private Wealth, LLC
Talon Private Wealth, LLC is a registered investment manager established in August 2018 by Robert M. Lester, offering financial planning and portfolio management services. The firm provides comprehensive financial planning services, including net worth analysis, tax planning, retirement projections, and more. Portfolio management services involve creating individualized portfolios based on client objectives and risk tolerance, with discretion to invest in model portfolios or third-party strategies. Talon also offers retirement plan consulting services to assist plan sponsors and trustees with plan design and investment selection. The firm requires a minimum balance of $25,000 for individual clients and high net worth individuals. Fees for financial planning services range from $250 per hour to a minimum of $1,500 for fixed fee services. Portfolio management fees are based on a percentage of assets under management, with a maximum annual fee of 2.0%. The firm does not charge performance-based fees or provide side-by-side management. Talon does not have custody of client funds and maintains privacy policies to protect client information. Clients may opt out of information sharing with affiliates. For more details on the firm's services, fees, and privacy policies, clients can contact Talon Private Wealth directly at (352) 751-3200.
$760,951,314 under management
22 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 BusinessesPension Consulting ServicesSelection Of Other AdvisersBlackston Financial Advisory Group, LLC
Blackston Financial Advisory Group, LLC is a Limited Liability Company established in July 2012 by David Southwick Blackston. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority for BFG to select securities and execute transactions without prior approval. BFG operates as a fiduciary, prioritizing clients' interests and avoiding practices that advantage/disadvantage portfolios. The firm directs clients to third-party advisers for asset management and charges fees based on total assets under management. BFG's investment strategies focus on long-term trading and utilize fundamental, quantitative, and technical analysis. The firm primarily advises individuals and high-net-worth individuals, with no minimum account size required. Fees are negotiable and based on a tiered structure, with annual fees ranging from 0.50% to 1.50% based on total assets. BFG does not participate in wrap fee programs and has assets under management totaling $254,726,877 for discretionary amounts and $45,780,047 for non-discretionary amounts as of December 31, 2024.
$160,670,529 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio 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 The Villages, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case The Villages. 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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