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Financial Planners in Rockledge, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Rockledge: Allen & Company of Florida, Inc., RFA Score 68/100; 5.0★ from 38 Google reviews.

  2. 12

    Most-reviewed: Bank of America (with Drive-thru ATM), 126 Google reviews at 2.7★, the most of 63 ranked; ranked #12.

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

63 Rockledge financial planners are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.6★ across 63 rated firms.

Top 10 financial planners in Rockledge 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 Rockledge at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Allen & Company of Florida, Inc.685.0★ (38)Melbourne, 8 mi away—Top score
2Zackeroff Key Capital Concepts685.0★ (25)Rockledge——
3Chell Financial675.0★ (58)Melbourne, 20 mi away——
4Jesse Griffith Space Coast Mortgage Broker at New American Funding NMLS 2023557665.0★ (36)Melbourne, 17 mi awaySat · Sun · Evenings—
5Krehbiel Financial - John Krehbiel, CFP(R)665.0★ (29)Satellite Beach, 13 mi away——
6Income First Group655.0★ (13)Rockledge——
7Space Coast Credit Union | Cocoa Beach, FL653.7★ (44)Cocoa Beach, 7 mi away——
8Arbor Financial Services of Florida Inc644.7★ (22)Melbourne, 10 mi away——
9Black Lab Financial Services645.0★ (25)Melbourne, 16 mi away——
10Space Coast Credit Union | Rockledge South | FL643.9★ (14)Rockledge——

All 63 financial planners in Rockledge, 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.

  3. #3 Chell Financial

    Based in Melbourne, 20 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    420 4th Ave Ste B, Indialantic, FL 32903
    View profile for Chell Financial(571) 242-1945

  4. #4 Jesse Griffith Space Coast Mortgage Broker at New American Funding NMLS 2023557

    Based in Melbourne, 17 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 7:30 AM–9:30 PM · Sat 8 AM–9 PM · Sun 8 AM–9:30 PM
    Address
    524 N Harbor City Blvd, Melbourne, FL 32935
    View profile for Jesse Griffith Space Coast Mortgage Broker at New American Funding NMLS 2023557

  6. #6 Income First Group

    Based in Rockledge

    65/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    5445 Village Dr #108, Rockledge, FL 32955
    View profile for Income First Group(321) 321-2974

  9. #9 Black Lab Financial Services

    Based in Melbourne, 16 mi away

    64/100RFA Score

    Ranked #9 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
    Share with Sybil's Relaxation Station, 1301 W Eau Gallie Blvd 98 Office, Melbourne, FL 32935
    View profile for Black Lab Financial Services(321) 358-3420

  11. #11 Rossi & Associates

    Based in Melbourne, 19 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1800 W Hibiscus Blvd #134, Melbourne, FL 32901
    View profile for Rossi & Associates(321) 768-7687

  13. #13 OxenFree Financial

    Based in Melbourne, 20 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1900 S Harbor City Blvd #111, Melbourne, FL 32901
    View profile for OxenFree Financial(321) 722-7882

  16. #16 Three Bridges Planning

    Based in Melbourne, 18 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    304 S Harbor City Blvd Ste 200, Melbourne, FL 32901
    View profile for Three Bridges Planning(321) 225-3154

  17. #17 Houser Financial Group

    Based in Rockledge

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    391 Commerce Pkwy Ste 200, Rockledge, FL 32955
    View profile for Houser Financial Group(321) 345-1145

  18. #18 Sky Peak Financial

    Based in Melbourne, 19 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    930 S Harbor City Blvd #503, Melbourne, FL 32901
    View profile for Sky Peak Financial(603) 782-3005

  20. #20 Borde & Associates

    Based in Melbourne, 20 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901
    View profile for Borde & Associates(321) 252-2340

  21. #21 McPherson Financial Group

    Based in Melbourne, 10 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.1★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    3159 Alzante Cir, Melbourne, FL 32940
    View profile for McPherson Financial Group(321) 253-2016

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

financial planners in Rockledge, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Space Coast Credit Union | Port Malabar | Palm Bay, FL603.5★ (62)24 mi
27Financial Cornerstone Group605.0★ (3)In Rockledge
28Space Coast Credit Union | Indialantic, FL604.0★ (23)20 mi
29Atlantic Mortgage Services Inc603.8★ (18)16 mi
30Miller & Caruso LLC604.6★ (12)17 mi
31Eppes Wealth Management LLC605.0★ (8)14 mi
32Security Financial Management595.0★ (5)8 mi
33Merrill Lynch Wealth Management592.5★ (4)In Rockledge
34Space Coast Credit Union | Palm Bay Wal-Mart Location | West Melbourne, FL593.4★ (37)22 mi
35First Command Financial Advisor - Tyler Witzel, RICP®595.0★ (7)14 mi
36LPL Financial, The Office of Rob Dale, CFP594.2★ (5)8 mi
37Space Coast Credit Union | Melbourne, FL592.7★ (72)17 mi
38Luminary Financial Advisors585.0★ (3)7 mi
39Bank of America (with Drive-thru ATM)583.4★ (21)20 mi
40Bank of America (with Drive-thru ATM)582.6★ (89)17 mi
41Atlantic Financial Advisors, LLC585.0★ (5)13 mi
42Space Coast Credit Union | NW Palm Bay | West Melbourne, FL583.3★ (28)22 mi
43Space Coast Credit Union | Palm Bay West | Palm Bay, FL583.3★ (38)25 mi
44Kerry B Kennedy - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (7)18 mi
45First Command Financial Advisor - Dany Rendon585.0★ (5)14 mi
46Bankers Life584.6★ (9)20 mi
47Flammio Financial Group, LLC585.0★ (3)10 mi
48Savant Wealth Management575.0★ (4)15 mi
49Eastwood & Associates Wealth Strategies575.0★ (3)14 mi
50Benjamin F. Edwards564.4★ (5)19 mi

Also serving Rockledge

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 Rockledge
BusinessGoogle ratingDistance
BENCORIn Rockledge
Blueprint Legacy GroupIn Rockledge
Bob Patrick - ThriventIn Rockledge
Curtis Lanoue - ThriventIn Rockledge
Dr. Kimberly Turner - ThriventIn Rockledge
Ed Donner - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Rockledge
Edward Jones - Financial Advisor: Alex DeVault, AAMS®5.0★ (1)In Rockledge
Edward Jones - Financial Advisor: Everett BakerIn Rockledge
Edward Jones - Financial Advisor: Jorge Hoffmann3.4★ (5)In Rockledge
Edward Jones - Financial Advisor: Sabina Baker, CEPA®|CRPC™4.8★ (21)In Rockledge
Edward Jones InvestmentsIn Rockledge
Foresight Wealth Solutions5.0★ (1)In Rockledge
Lisa Nadine Anderson: Primerica - Financial Services5.0★ (7)In Rockledge
McCarty Wealth5.0★ (9)In Rockledge
Merrill Lynch Financial Advisor Mathew Mckelvey5.0★ (1)In Rockledge
Phelps Wealth ManagementIn Rockledge
Rall Capital Management5.0★ (1)In Rockledge
Sam Lyons - ThriventIn Rockledge
Steven Leatherman: Primerica - Financial Services4.3★ (18)In Rockledge
Wells Fargo AdvisorsIn Rockledge

How we ranked Rockledge financial planners

We scored 63 Rockledge 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 Rockledge 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 Rockledge: frequently asked questions

Which financial planner has the highest RFA Score in Rockledge?

By RFA Score, the highest-ranked financial planner in Rockledge, FL is Allen & Company of Florida, Inc. with an RFA Score of 68/100. It has 5.0★ from 38 Google reviews. Zackeroff Key Capital Concepts (#2) and Chell Financial (#3) follow. We ranked 63 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Rockledge?

RankedFinancialAdvisors ranks 63 financial planners serving Rockledge, FL. 7 of them are based in Rockledge; 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 planners in Rockledge work on weekends?

9 of 63 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Jesse Griffith Space Coast Mortgage Broker at New American Funding NMLS 2023557 (#4) and Bank of America (with Drive-thru ATM) (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rockledge financial planners have?

The median Google rating among 63 rated financial planners in Rockledge is 4.6★, with a median of 14 reviews. Bank of America (with Drive-thru ATM) has the most, 126 reviews, and ranks #12. 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 Rockledge count in this ranking?

Yes, if they are within 25 mi of the Rockledge 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 Rockledge 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 Rockledge 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 Rockledge

  1. November 2026: RFA Scores recalculated for 63 financial planners serving Rockledge.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Rockledge pages