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UTOPIA WEALTH MANAGEMENT, LLC

Financial Advisor serving Coconut Creek, Florida · 1 of 3 financial advisors in the area

📍 6810 N. STATE RD. 7, COCONUT CREEK, FL 33073
📞 (754) 264-••••
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📍 6810 N. STATE RD. 7, COCONUT CREEK, FL 33073

About UTOPIA WEALTH MANAGEMENT, LLC

UTOPIA WEALTH MANAGEMENT, LLC is a financial advisor located in Coconut Creek, Florida. As a local financial advisor, they serve Coconut Creek and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Coconut Creek 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 Coconut Creek

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 Coconut Creek may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Coconut Creek

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

Frequently Asked Questions

How much does a financial advisor cost in Coconut Creek?
Financial Advisors in Coconut Creek 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 Coconut Creek?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Coconut Creek to choose from.
Does UTOPIA WEALTH MANAGEMENT, LLC offer free quotes?
Contact UTOPIA WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Coconut Creek

KANEN WEALTH MANAGEMENT LLC

6810 LYONS TECHNOLOGY CIRCLE, COCONUT CREEK, FL 33073

WILLIS ASSET FINANCE MANAGEMENT LLC

4700 LYONS TECHNOLOGY PARKWAY, COCONUT CREEK, FL 33073