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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. 1

    Highest RFA Score in Bayonet Point: Fund&Grow, RFA Score 75/100; 4.8★ from 1,782 Google reviews.

  2. 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.

Top 10 financial advisors in Bayonet Point at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Fund&Grow754.8★ (1,782)Spring Hill, 14 mi away—Top score
2Florida Educators Insurance and GAC Wealth Management745.0★ (702)Land O' Lakes, 15 mi away—Most reviews
3American Executive Tax & Financial Services724.8★ (258)Spring Hill, 11 mi away——
4Walter S Sanders & Associates694.9★ (179)Tampa, 19 mi awaySat—
5MFP Financial Services695.0★ (201)Safety Harbor, 23 mi away——
6Suarez Home & Finance Corp.695.0★ (87)Spring Hill, 16 mi awaySat · Sun · Evenings—
7Costanzo Financial Advisors695.0★ (95)Palm Harbor, 17 mi away——
8Maggard Wealth Management694.9★ (175)Wesley Chapel, 22 mi away——
9Dougherty Investment Advisors695.0★ (59)Spring Hill, 13 mi away——
10Cornerstone Wealth Advisors684.9★ (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.

  1. Ranked #1 in Bayonet Point

    Based in Spring Hill, 14 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 1,782 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 1,782 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    8328 Balm St, Spring Hill, FL 34607
  2. Based in Safety Harbor, 23 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 201 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 201 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    335 9th Ave S, Safety Harbor, FL 34695
  3. Based in Wesley Chapel, 22 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 175 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 175 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544
  4. Based in Tampa, 19 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 102 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3903 Northdale Blvd #100-E, Tampa, FL 33624
  5. Based in Trinity, 10 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1805 Cypress Brook Dr Suite 103, Trinity, FL 34655
  6. Based in Tampa, 23 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 137 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 137 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    5331 Primrose Lake Cir Ste 202, Tampa, FL 33647
  7. Based in Tampa, 23 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 142 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 142 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    8270 Woodland Center Blvd office 123, Tampa, FL 33614
  8. Based in Land O' Lakes, 12 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    16703 Early Riser Ave Suite 238, Land O' Lakes, FL 34638
  9. Based in Carrollwood Village, 11 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Sat 9 AM–6 PM · Sun closed
    Address
    13553 FL-54 #230, Odessa, FL 33556
  10. Based in Tampa, 19 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Thu 9 AM–7:30 PM · Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    15711 Mapledale Blvd Ste e, Tampa, FL 33624
  11. Based in New Port Richey, 9 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    9851 FL-54, New Port Richey, FL 34655

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.

financial advisors in Bayonet Point, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brittany Onstead: Primerica - Financial Services674.9★ (74)20 mi
277th Day Financial674.9★ (54)17 mi
28Unbehagen Advisors674.5★ (68)13 mi
29Business Advisory And Accounting Partners674.9★ (89)23 mi
30Florida Financial Advisors664.7★ (162)24 mi
31The Compass Group664.7★ (34)11 mi
32Unified Wealth Management665.0★ (51)20 mi
33American Senior Financial664.7★ (25)9 mi
34Taylor Financial664.9★ (98)25 mi
35TruWealth Partners665.0★ (33)15 mi
36Bay Area Tax Specialists664.3★ (40)9 mi
37OmniTax LLC665.0★ (23)13 mi
38Wealth Advisors Who Care665.0★ (30)16 mi
39Take Point Wealth665.0★ (23)14 mi
40Bank of America (with Drive-thru ATM)664.1★ (287)17 mi
41Maggi Tax & Wealth Advisors664.7★ (64)20 mi
42Howard Frenia655.0★ (4)In Bayonet Point
43Anthony Daugherty - Prudential Advisors655.0★ (12)9 mi
44Chambers O'Brien Financial Group654.8★ (22)13 mi
45Fortitude Financial Planning655.0★ (17)12 mi
46Mosaic Financial Group654.9★ (53)23 mi
47BRIA Capital Group - Mike Garcia, AAMS655.0★ (40)22 mi
48Summit Brokerage Services, Inc.655.0★ (3)In Bayonet Point
49Base Wealth Management655.0★ (29)19 mi
50Dolphin Financial Group655.0★ (30)21 mi

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.

Unranked financial advisors serving Bayonet Point
BusinessGoogle ratingDistance
Bay Area Wealth Management - Fawn M. Lane MBA. CFP5.0★ (2)16 mi
Capital City Investments3.5★ (2)16 mi
CarriageGate Wealth Management5.0★ (2)8 mi
Coastal Wealth Property and CasualtyIn Bayonet Point
FruBooIn Bayonet Point
Funding Advisors Inc5.0★ (2)15 mi
fundzlinkIn Bayonet Point
Gregory Lee Crowell CPAIn Bayonet Point
Jay Arsenault - Prudential Financial5.0★ (2)13 mi
Merrill Lynch Financial Advisor Joseph Weston5.0★ (2)15 mi
Pelorus Financial5.0★ (2)8 mi
Raymond James Financial Services1.0★ (2)11 mi
Robert Ellis Smith Jr: Primerica - Financial Services5.0★ (2)16 mi
Roger Pan - TD Wealth Financial AdvisorIn Bayonet Point
Tri Achorn Investment Services Group5.0★ (2)In Bayonet Point
Tsesmelis Wealth Management, Inc.5.0★ (2)13 mi
WealthBuilders Financial Group Inc.5.0★ (2)9 mi
Wells Fargo Advisors3.0★ (2)1 mi
Wells Fargo Advisors5.0★ (2)14 mi
XRetireIn 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.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bayonet Point data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. 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.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. 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.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. 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?

By RFA Score, the highest-ranked financial advisor in Bayonet Point, FL is Fund&Grow with an RFA Score of 75/100. It has 4.8★ from 1,782 Google reviews. Florida Educators Insurance and GAC Wealth Management (#2) and American Executive Tax & Financial Services (#3) follow. We ranked 250 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Bayonet Point?

RankedFinancialAdvisors ranks 250 financial advisors serving Bayonet Point, FL. 3 of them are based in Bayonet Point; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Bayonet Point work on weekends?

34 of 250 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Walter S Sanders & Associates (#4), Suarez Home & Finance Corp. (#6) and D RIGGS FINANCIAL LLC (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bayonet Point financial advisors have?

The median Google rating among 250 rated financial advisors in Bayonet Point is 4.9★, with a median of 15 reviews. Fund&Grow has the most, 1,782 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Bayonet Point count in this ranking?

Yes, if they are within 25 mi of the Bayonet Point city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Bayonet Point ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Bayonet Point a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bayonet Point

  1. November 2026: RFA Scores recalculated for 250 financial advisors serving Bayonet Point.
  2. November 2026: 3 duplicate listings merged.