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Financial Advisors in Fish Hawk, FL: 2026 rankings

283 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fish Hawk: Platinum Benefit Services, Inc, RFA Score 73/100; 4.9★ from 506 Google reviews.

  2. 2

    Most-reviewed: US Student Loan Center, 1,048 Google reviews at 4.8★, the most of 283 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

283 Fish Hawk financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 11 open Sundays, based on posted hours. The median Google rating is 5.0★ across 283 rated firms.

Top 10 financial advisors in Fish Hawk 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 Fish Hawk at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Platinum Benefit Services, Inc734.9★ (506)Lakeland, 16 mi away—Top score
2US Student Loan Center734.8★ (1,048)Tampa, 20 mi away—Most reviews
3Homeowners Financial Group725.0★ (334)Tampa, 20 mi away——
4Shakeel S Bobb: Primerica - Financial Services695.0★ (45)Brandon, 8 mi away——
5Moffat Advisory Group695.0★ (137)Tampa, 22 mi away——
6First Command Financial Advisor - Mike Coyle, MBA695.0★ (35)Riverview, 7 mi away——
7Mutual of Omaha Mortgage684.9★ (142)Tampa, 23 mi away——
8Bosworth Financial Group, LLC685.0★ (67)Tampa, 16 mi away——
9Sibel Ergun Alpar- AI Realtor w/Keller Williams Realty Tampa Bay to Orlando|Helping families Buy& Sell Homes684.9★ (31)Valrico, 6 mi awaySat · Sun—
10Kingsbury Financial Advisors685.0★ (73)Tampa, 19 mi away——

All 283 financial advisors in Fish Hawk, 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.

  2. #2 US Student Loan Center

    Based in Tampa, 20 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 1,048 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 1,048 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    4300 W Cypress St Ste 210, Tampa, FL 33607
    View profile for US Student Loan Center(877) 433-7501

  5. #5 Moffat Advisory Group

    Based in Tampa, 22 mi away

    69/100RFA Score

    Ranked #5 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
    View profile for Moffat Advisory Group(813) 499-4609

  7. #7 Mutual of Omaha Mortgage

    Based in Tampa, 23 mi away

    68/100RFA Score

    Ranked #7 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
    View profile for Mutual of Omaha Mortgage(630) 770-7548

  9. #9 Sibel Ergun Alpar- AI Realtor w/Keller Williams Realty Tampa Bay to Orlando|Helping families Buy& Sell Homes

    Based in Valrico, 6 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 8 AM–5 PM · Sun 12 AM–4 PM
    Address
    2350 FL-60 #100, Valrico, FL 33594
    View profile for Sibel Ergun Alpar- AI Realtor w/Keller Williams Realty Tampa Bay to Orlando|Helping families Buy& Sell Homes(786) 440-4674

  11. #11 Lenzo R Canty, CPA, P.A.

    Based in Tampa, 18 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 83 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    2912 E Annie St, Tampa, FL 33612
    View profile for Lenzo R Canty, CPA, P.A.(813) 932-0589

  16. #16 Mintco Financial

    Based in Tampa, 25 mi away

    67/100RFA Score

    Ranked #16 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
    View profile for Mintco Financial(813) 964-7100

  18. #18 Taylor Financial

    Based in Tampa, 23 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 98 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 98 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5321 Memorial Hwy, Tampa, FL 33634
    View profile for Taylor Financial(813) 461-4001

  19. #19 Beyer Wealth

    Based in Tampa, 17 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    800 W Platt St #8, Tampa, FL 33606
    View profile for Beyer Wealth(813) 392-1051

  22. #22 Instrumental Wealth

    Based in Tampa, 19 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1 N Dale Mabry Hwy #1000, Tampa, FL 33609
    View profile for Instrumental Wealth(813) 578-7001

  23. #23 Oxford Advisory Group

    Based in Tampa, 23 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 84 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 84 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    3030 N Rocky Point Dr W Ste 400, Tampa, FL 33607
    View profile for Oxford Advisory Group(407) 495-2004

  25. #25 Fortunium Wealth Management - Financial Advisor, Retirement Planning, Life Insurance

    Based in Apollo Beach, 13 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    411 Apollo Beach Blvd Ste 100, Apollo Beach, FL 33572
    View profile for Fortunium Wealth Management - Financial Advisor, Retirement Planning, Life Insurance(813) 302-1361

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 283 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fish Hawk, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Brittany Onstead: Primerica - Financial Services664.9★ (74)24 mi
27American Nationwide Mortgage Company, Inc.664.7★ (106)25 mi
28Rise Management665.0★ (61)25 mi
29Creative Planning665.0★ (43)21 mi
30Reserve Advisors664.9★ (33)17 mi
31Bankers Life654.6★ (68)20 mi
32Mosaic Financial Group654.9★ (53)22 mi
33Bethuel Taylor: Primerica - Financial Services655.0★ (13)8 mi
34Thomas Yannetti, CFP® – Taylor Financial655.0★ (45)23 mi
35American Consumer Credit Counseling, Inc.655.0★ (889)16 mi
36Daniel Spalding - Financial Advisor655.0★ (8)5 mi
37Southshore Wealth Management655.0★ (17)13 mi
38Kyle Edwards, Mortgage Loan Officer - First Horizon Bank655.0★ (37)22 mi
39CMC Financial Group655.0★ (6)4 mi
40Ruth Carnero: Primerica - Financial Services655.0★ (10)8 mi
41WealthKeel LLC655.0★ (20)16 mi
42Matthew W Harper: Primerica - Financial Services654.9★ (10)8 mi
43Veritas Financial Group, LLC645.0★ (15)13 mi
44Edward Jones - Financial Advisor: Justin M Slater, CFP®|AAMS®645.0★ (9)8 mi
45Samson Financial, LLC.645.0★ (23)18 mi
46Brittney Monroe: Primerica - Financial Services645.0★ (27)20 mi
47Trustco Bank644.3★ (27)13 mi
48Bates Capital645.0★ (28)21 mi
49First Command Financial Advisor - Joseph Freiesleben645.0★ (18)16 mi
50Bankers Life644.6★ (42)20 mi

Also serving Fish Hawk

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 Fish Hawk
BusinessGoogle ratingDistance
3 Leaf Financial GroupIn Fish Hawk
Basileia Capital GroupIn Fish Hawk
Bryon Holz & Associates5.0★ (2)9 mi
Cameron Financial Management5.0★ (2)13 mi
Edward Jones - Financial Advisor: Luke Carvalho, AAMS®5.0★ (2)11 mi
Edward Jones - Financial Advisor: Melissa L Haskins, AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Yalin Piloto, CFP®|ChFC®|AAMS®5.0★ (2)8 mi
Equitable Solutions LLCIn Fish Hawk
First Command Financial Advisor - Nick Campbell, RICP®5.0★ (2)7 mi
Heath Wealth Management5.0★ (2)5 mi
J.S. Taitt Financial4.5★ (2)13 mi
Kenneth Thubet: Primerica - Financial Services5.0★ (2)8 mi
Maven-FinancialIn Fish Hawk
NextWave Advisors5.0★ (2)7 mi
Pioneer Financial Associates Inc5.0★ (2)8 mi
Robert White - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)8 mi
TAXES BY PROS, INC.5.0★ (2)7 mi
W & K INVESTMENT TEAM, LLC5.0★ (2)5 mi
Wells Fargo Advisors3.0★ (2)8 mi
Wells Fargo Advisors5.0★ (2)13 mi

How we ranked Fish Hawk financial advisors

We scored 283 Fish Hawk 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 Fish Hawk 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 Fish Hawk: frequently asked questions

Which financial advisor has the highest RFA Score in Fish Hawk?

By RFA Score, the highest-ranked financial advisor in Fish Hawk, FL is Platinum Benefit Services, Inc with an RFA Score of 73/100. It has 4.9★ from 506 Google reviews. US Student Loan Center (#2) and Homeowners Financial Group (#3) follow. We ranked 283 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fish Hawk?

RankedFinancialAdvisors ranks 283 financial advisors serving Fish Hawk, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Fish Hawk work on weekends?

35 of 283 ranked financial advisors post Saturday hours and 11 post Sunday hours. The highest-ranked open Saturdays is Sibel Ergun Alpar- AI Realtor w/Keller Williams Realty Tampa Bay to Orlando|Helping families Buy& Sell Homes (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fish Hawk financial advisors have?

The median Google rating among 283 rated financial advisors in Fish Hawk is 5.0★, with a median of 10 reviews. US Student Loan Center has the most, 1,048 reviews, and ranks #2. 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 Fish Hawk count in this ranking?

Yes, if they are within 25 mi of the Fish Hawk 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 Fish Hawk 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 Fish Hawk 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 Fish Hawk

  1. November 2026: RFA Scores recalculated for 283 financial advisors serving Fish Hawk.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Fish Hawk pages