WEALTHSPAN PARTNERS, LLC

Name: WEALTHSPAN PARTNERS, LLC
Address: 5025 UTICA RIDGE RD, davenport, FL, US
Telephone: (563) 723-7301
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Davenport, Florida

📍 5025 UTICA RIDGE RD, Davenport, Florida

📞 (563) 723-••••

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📍 5025 UTICA RIDGE RD, Davenport, Florida

About WEALTHSPAN PARTNERS, LLC

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

Financial professionals in Davenport 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 Davenport

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Davenport may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Davenport

✓ 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 Davenport?

Financial Advisors in Davenport 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 Davenport?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Davenport to choose from.

Does WEALTHSPAN PARTNERS, LLC offer free quotes?

Contact WEALTHSPAN PARTNERS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Davenport

Edward Jones

4900, Grandview Parkway, Davenport, FL, 33837