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Financial Planners in Holiday, FL: 2026 rankings

247 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Holiday: Florida Educators Insurance and GAC Wealth Management, RFA Score 74/100; 5.0★ from 702 Google reviews.

  2. 2

    Most-reviewed: Fund&Grow, 1,782 Google reviews at 4.8★, the most of 247 ranked; ranked #2.

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

247 Holiday financial planners are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 247 rated firms.

Top 10 financial planners in Holiday 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 planners in Holiday at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Florida Educators Insurance and GAC Wealth Management745.0★ (702)Land O' Lakes, 16 mi away—Top score
2Fund&Grow724.8★ (1,782)Spring Hill, 24 mi away—Most reviews
3MFP Financial Services715.0★ (201)Safety Harbor, 14 mi away——
4Costanzo Financial Advisors715.0★ (95)Palm Harbor, 7 mi away——
5Homeowners Financial Group715.0★ (334)Tampa, 21 mi away——
6Walter S Sanders & Associates704.9★ (179)Tampa, 15 mi awaySat—
7The Holland Group Retirement Wealth Advisors704.9★ (124)Clearwater, 13 mi away——
8Angle-Lau Wealth Management705.0★ (72)Oldsmar, 11 mi away——
9Water Street Wealth Management695.0★ (74)Tampa, 11 mi away——
10Mintco Financial695.0★ (102)Tampa, 16 mi away——

All 247 financial planners in Holiday, 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 Fund&Grow

    Based in Spring Hill, 24 mi away

    72/100RFA Score

    Ranked #2 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
    View profile for Fund&Grow(800) 996-0270

  3. #3 MFP Financial Services

    Based in Safety Harbor, 14 mi away

    71/100RFA Score

    Ranked #3 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
    View profile for MFP Financial Services(727) 443-3300

  10. #10 Mintco Financial

    Based in Tampa, 16 mi away

    69/100RFA Score

    Ranked #10 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

  11. #11 7th Day Financial

    Based in Palm Harbor, 7 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–4 PM · Sun closed
    Address
    34026 US Hwy 19 N, Palm Harbor, FL 34684
    View profile for 7th Day Financial(727) 796-3339

  12. #12 Unbehagen Advisors

    Based in Tarpon Springs, 3 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 68 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    31 W Tarpon Ave, Tarpon Springs, FL 34689
    View profile for Unbehagen Advisors(727) 934-7759

  15. #15 Achieva Credit Union

    Based in Largo, 21 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 436 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 436 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 10 AM–5 PM · Thu 9 AM–5 PM · Fri 9 AM–5:30 PM · Sat 9 AM–1 PM · Sun closed
    Address
    12580 Seminole Blvd, Largo, FL 33778
    View profile for Achieva Credit Union(727) 431-0564

  18. #18 OmniTax LLC

    Based in Tarpon Springs, 3 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    437 E Tarpon Ave, Tarpon Springs, FL 34689
    View profile for OmniTax LLC(727) 940-6022

  20. #20 TruWealth Partners

    Based in Palm Harbor, 7 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Wed 8 AM–5 PM · Thu 8 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    5749 Windber Ct, Palm Harbor, FL 34685
    View profile for TruWealth Partners(630) 864-1068

  22. #22 Maggard Wealth Management

    Based in Wesley Chapel, 23 mi away

    68/100RFA Score

    Ranked #22 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
    View profile for Maggard Wealth Management(813) 723-0730

  23. #23 Taylor Financial

    Based in Tampa, 18 mi away

    68/100RFA Score

    Ranked #23 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

  24. #24 Rise Management

    Based in Tampa, 16 mi away

    68/100RFA Score

    Ranked #24 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
    View profile for Rise Management(813) 647-2900

Financial planners 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 247 ranked financial planners here; the rest are on their profiles.

financial planners in Holiday, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jaffe Tilchin Wealth Management684.9★ (97)18 mi
27Integrity Financial Services684.9★ (108)21 mi
28Csenge Advisory Group684.9★ (94)19 mi
29Albert CPA675.0★ (21)6 mi
30Dolphin Financial Group675.0★ (30)11 mi
31Kingsbury Financial Advisors675.0★ (73)22 mi
32Green Era Financial665.0★ (40)16 mi
33FND Trust Services664.8★ (36)12 mi
34Toring Consulting Services, Inc.664.8★ (24)8 mi
35Lenzo R Canty, CPA, P.A.664.9★ (83)22 mi
36Mosaic Financial Group664.9★ (53)18 mi
37Cortez Wealth Management665.0★ (25)11 mi
38Thomas Yannetti, CFP® – Taylor Financial665.0★ (45)18 mi
39Fiduciary First Advisors665.0★ (57)21 mi
40Bridgespan664.8★ (18)7 mi
41SimplePath Retirement LLC665.0★ (17)8 mi
42Sterling Bridge Financial Group664.8★ (20)9 mi
43Bankers Life664.5★ (63)15 mi
44Dougherty Investment Advisors665.0★ (59)23 mi
45Instrumental Wealth665.0★ (52)22 mi
46Rizzotto Wealth Management664.2★ (15)3 mi
47Kyle Edwards, Mortgage Loan Officer - First Horizon Bank665.0★ (37)18 mi
48Bank of America (with Drive-thru ATM)654.1★ (287)17 mi
49Athenian Private Client Group655.0★ (7)3 mi
50Structure Wealth Management655.0★ (29)16 mi

Also serving Holiday

20 more financial planners 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 planners serving Holiday
BusinessGoogle ratingDistance
360 Wealth Management Group of Raymond James4.0★ (2)16 mi
Ashley Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)11 mi
Bay Area Wealth Management - Fawn M. Lane MBA. CFP5.0★ (2)16 mi
CarriageGate Wealth Management5.0★ (2)6 mi
FPF ATMsIn Holiday
Hewlett Point Capital LLC5.0★ (1)In Holiday
ILLUMINATION INSURANCE AGENCY, Carrolwood3.0★ (2)16 mi
JMI Group5.0★ (2)9 mi
Jonathan Wright: Primerica - Financial ServicesIn Holiday
Keybridge Wealth Management5.0★ (2)11 mi
King Financial Services Inc5.0★ (2)13 mi
Pelorus Financial5.0★ (2)5 mi
Premier Private Wealth Management LLC5.0★ (2)8 mi
Raymond James Financial Services1.0★ (2)In Holiday
Raymond James Financial Services5.0★ (2)11 mi
Sovereign International Pension Services3.5★ (2)8 mi
Tri Achorn Investment Services Group5.0★ (2)8 mi
Tsesmelis Wealth Management, Inc.5.0★ (2)3 mi
Wagner Advisory Group5.0★ (2)8 mi
WealthBuilders Financial Group Inc.5.0★ (2)3 mi

How we ranked Holiday financial planners

We scored 247 Holiday financial planners 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 Holiday 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Holiday: frequently asked questions

Which financial planner has the highest RFA Score in Holiday?

By RFA Score, the highest-ranked financial planner in Holiday, FL is Florida Educators Insurance and GAC Wealth Management with an RFA Score of 74/100. It has 5.0★ from 702 Google reviews. Fund&Grow (#2) and MFP Financial Services (#3) follow. We ranked 247 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Holiday?

RankedFinancialAdvisors ranks 247 financial planners serving Holiday, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Holiday work on weekends?

27 of 247 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Walter S Sanders & Associates (#6), 7th Day Financial (#11) and Achieva Credit Union (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Holiday financial planners have?

The median Google rating among 247 rated financial planners in Holiday is 4.9★, with a median of 15 reviews. Fund&Grow has the most, 1,782 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 planners?

Each financial planner 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 planners outside Holiday count in this ranking?

Yes, if they are within 25 mi of the Holiday city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Holiday ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Holiday 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 planners 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 Holiday

  1. November 2026: RFA Scores recalculated for 247 financial planners serving Holiday.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Holiday pages