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SUCCESSFUL PORTFOLIOS LLC

Financial Advisor serving Clearwater, Florida · 1 of 16 financial advisors in the area

📍 611 DRUID ROAD EAST, CLEARWATER, FL 33756
📞 (727) 744-••••
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📍 611 DRUID ROAD EAST, CLEARWATER, FL 33756

About SUCCESSFUL PORTFOLIOS LLC

SUCCESSFUL PORTFOLIOS LLC is a financial advisor located in Clearwater, Florida. As a local financial advisor, they serve Clearwater and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Clearwater should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Clearwater

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Clearwater may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Clearwater

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Clearwater?
Financial Advisors in Clearwater typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Clearwater?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 16 financial advisors in Clearwater to choose from.
Does SUCCESSFUL PORTFOLIOS LLC offer free quotes?
Contact SUCCESSFUL PORTFOLIOS LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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KAHN FINANCIAL GROUP

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FLAHARTY ASSET MANAGEMENT, LLC

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DEUTERIUM CAPITAL MANAGEMENT, LLC

1150 CLEVELAND ST, SUITE 420, CLEARWATER, FL 33755

PERSONALIZED FINANCIAL SOLUTIONS LLC

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