Legal & Financial, Florida

Financial Advisor cost in Clearwater, FL

This fee does not move much with local prices, so Clearwater sits near the national figure of about 1% of assets managed, per year.

Typical cost

Typical in Clearwater

1%

of assets managed, per year

On the low end
0.5%
On the high end
1.5%

This is a percentage fee, so it does not change with local prices. Insurance, coverage, and the details of your situation can change the real number a lot. Not a quote.

What moves the price

  1. AUM vs hourly
  2. Fiduciary
  3. Product sales
  4. Planning only
  5. Account size

Ways to pay less

  1. Prefer fee-only fiduciaries
  2. Ask for hourly planning
  3. Avoid product commissions
  4. Consolidate accounts
  5. Review fees annually

Financial Advisor in similar cities

PlaceTypicalRange
Clearwater, FL1%
0.5% to 1.5%
National typical1%
0.5% to 1.5%
Cape Coral, FL1%
0.5% to 1.5%
Jacksonville, FL1%
0.5% to 1.5%
Fort Myers, FL1%
0.5% to 1.5%
Albany, NY1%
0.5% to 1.5%
Chesapeake, VA1%
0.5% to 1.5%

Other Legal & Financial costs in Clearwater

Questions people ask

Financial Advisor in Clearwater: what does it cost?

In Clearwater, FL, Financial Advisor typically costs about 1% of assets managed, per year, with most prices between 0.5% and 1.5%.

Why is Clearwater the same as the national price?

Percentage fees and fees set largely by state rules do not rise or fall with local rents and wages, so the estimate is not adjusted by city.

Is this a quote?

No. It is an estimate built from national price data and local cost of living. A local pro will price your actual job.