Ranked #1 because of its Google rating and specialty focus: 4.8★ from 1,782 Google reviews, listed on Google as “Financial planner”.
Financial Advisors in Bayonet Point, FL: 2026 rankings
250 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Bayonet Point: Fund&Grow, RFA Score 75/100; 4.8★ from 1,782 Google reviews.
- 2
Most-reviewed: Florida Educators Insurance and GAC Wealth Management, 702 Google reviews at 5.0★, the most of 250 ranked after Fund&Grow; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
250 Bayonet Point financial advisors are ranked here by RFA Score, from eight published factors. 34 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.9★ across 250 rated firms.
Top 10 financial advisors in Bayonet Point at a glance
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Fund&Grow | 75 | 4.8★ (1,782) | Spring Hill, 14 mi away | — | Top score |
| 2 | Florida Educators Insurance and GAC Wealth Management | 74 | 5.0★ (702) | Land O' Lakes, 15 mi away | — | Most reviews |
| 3 | American Executive Tax & Financial Services | 72 | 4.8★ (258) | Spring Hill, 11 mi away | — | — |
| 4 | Walter S Sanders & Associates | 69 | 4.9★ (179) | Tampa, 19 mi away | Sat | — |
| 5 | MFP Financial Services | 69 | 5.0★ (201) | Safety Harbor, 23 mi away | — | — |
| 6 | Suarez Home & Finance Corp. | 69 | 5.0★ (87) | Spring Hill, 16 mi away | Sat · Sun · Evenings | — |
| 7 | Costanzo Financial Advisors | 69 | 5.0★ (95) | Palm Harbor, 17 mi away | — | — |
| 8 | Maggard Wealth Management | 69 | 4.9★ (175) | Wesley Chapel, 22 mi away | — | — |
| 9 | Dougherty Investment Advisors | 69 | 5.0★ (59) | Spring Hill, 13 mi away | — | — |
| 10 | Cornerstone Wealth Advisors | 68 | 4.9★ (36) | New Port Richey, 7 mi away | — | — |
All 250 financial advisors in Bayonet Point, in rank order
Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.
- 75/100RFA Score
Based in Land O' Lakes, 15 mi away
74/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 702 Google reviews, listed on Google as “Financial planner”.
Based in Spring Hill, 11 mi away
72/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 4.8★ from 258 Google reviews, listed on Google as “Financial planner”.
Based in Tampa, 19 mi away
69/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 4.9★ from 179 Google reviews, listed on Google as “Financial planner”.
Based in Safety Harbor, 23 mi away
69/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 201 Google reviews, listed on Google as “Financial planner”.
Based in Spring Hill, 16 mi away
69/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Financial planner”.
Based in Palm Harbor, 17 mi away
69/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 95 Google reviews, listed on Google as “Financial planner”.
Based in Wesley Chapel, 22 mi away
69/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.9★ from 175 Google reviews, listed on Google as “Financial planner”.
Based in Spring Hill, 13 mi away
69/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.
Based in New Port Richey, 7 mi away
68/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial planner”.
#11 Mintco Financial
Based in Tampa, 19 mi away
68/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial planner”.
Based in Trinity, 10 mi away
68/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial advisor”.
Based in Tampa, 23 mi away
68/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 137 Google reviews, listed on Google as “Financial advisor”.
Based in Palm Harbor, 18 mi away
68/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 4.8★ from 126 Google reviews, listed on Google as “Financial consultant”.
Based in Tampa, 23 mi away
68/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 4.9★ from 142 Google reviews, listed on Google as “Financial consultant”.
Based in Tampa, 19 mi away
68/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 74 Google reviews, listed on Google as “Financial planner”.
Based in Oldsmar, 19 mi away
67/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.
Based in Clearwater, 23 mi away
67/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.9★ from 124 Google reviews, listed on Google as “Financial planner”.
Based in Land O' Lakes, 12 mi away
67/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial advisor”.
Based in Tampa, 21 mi away
67/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.9★ from 97 Google reviews, listed on Google as “Financial planner”.
Based in Carrollwood Village, 11 mi away
67/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.
#22 Rise Management
Based in Tampa, 19 mi away
67/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.
#23 Albert CPA
Based in New Port Richey, 9 mi away
67/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.
Based in Tampa, 19 mi away
67/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.7★ from 106 Google reviews, listed on Google as “Investment service”.
Based in Bayonet Point
67/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Financial advisors ranked #26 to #50
#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 250 ranked financial advisors here; the rest are on their profiles.
Also serving Bayonet Point
20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
| Business | Google rating | Distance |
|---|---|---|
| Bay Area Wealth Management - Fawn M. Lane MBA. CFP | 5.0★ (2) | 16 mi |
| Capital City Investments | 3.5★ (2) | 16 mi |
| CarriageGate Wealth Management | 5.0★ (2) | 8 mi |
| Coastal Wealth Property and Casualty | In Bayonet Point | |
| FruBoo | In Bayonet Point | |
| Funding Advisors Inc | 5.0★ (2) | 15 mi |
| fundzlink | In Bayonet Point | |
| Gregory Lee Crowell CPA | In Bayonet Point | |
| Jay Arsenault - Prudential Financial | 5.0★ (2) | 13 mi |
| Merrill Lynch Financial Advisor Joseph Weston | 5.0★ (2) | 15 mi |
| Pelorus Financial | 5.0★ (2) | 8 mi |
| Raymond James Financial Services | 1.0★ (2) | 11 mi |
| Robert Ellis Smith Jr: Primerica - Financial Services | 5.0★ (2) | 16 mi |
| Roger Pan - TD Wealth Financial Advisor | In Bayonet Point | |
| Tri Achorn Investment Services Group | 5.0★ (2) | In Bayonet Point |
| Tsesmelis Wealth Management, Inc. | 5.0★ (2) | 13 mi |
| WealthBuilders Financial Group Inc. | 5.0★ (2) | 9 mi |
| Wells Fargo Advisors | 3.0★ (2) | 1 mi |
| Wells Fargo Advisors | 5.0★ (2) | 14 mi |
| XRetire | In Bayonet Point |
How we ranked Bayonet Point financial advisors
We scored 250 Bayonet Point financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.
Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.
| Factor | Weight | Computed from | In Bayonet Point data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.
Questions to ask a financial advisor
- Are you a fiduciary for all of the advice you give me, and will you put that in writing?
- How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
- Which registrations and designations do you hold, and where can I verify them?
- Who will hold my assets, and how will I see statements directly from that custodian?
- What services are included in your fee, and what would cost extra with you as my financial advisor?
- Do you have a minimum account size or minimum fee?
- Have you or your firm had any complaints or disciplinary actions? Where would I see them?
- How often will we meet, and who will I work with day to day?
- What happens to my plan or accounts if you retire or leave the firm?
Terms explained
- Fiduciary
- Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
- Registered investment adviser (RIA)
- A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
- Investment adviser representative (IAR)
- A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
- Broker-dealer
- A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
- Regulation Best Interest (Reg BI)
- The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
- Form ADV
- The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
- Form CRS
- A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
- CRD number
- The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
- Assets under management (AUM) fee
- A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
- Fee-only
- An advisor paid only by clients, with no commissions or other payments from product providers.
- Fee-based
- An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
- CFP® professional
- A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.
Financial advisors in Bayonet Point: frequently asked questions
Which financial advisor has the highest RFA Score in Bayonet Point?
How many financial advisors are there in Bayonet Point?
Which financial advisors in Bayonet Point work on weekends?
What Google rating do Bayonet Point financial advisors have?
How does RankedFinancialAdvisors rank financial advisors?
Do financial advisors outside Bayonet Point count in this ranking?
Can financial advisors pay to rank higher on RankedFinancialAdvisors?
What does a financial advisor do?
How are financial advisors in Bayonet Point ranked?
How do I check a financial advisor’s registration and record?
Is every financial advisor in Bayonet Point a fiduciary?
How much do financial advisors charge?
Update log for Bayonet Point
- November 2026: RFA Scores recalculated for 250 financial advisors serving Bayonet Point.
- November 2026: 3 duplicate listings merged.
More financial advisors and Bayonet Point pages
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