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Financial Planners in Spring Hill, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Spring Hill: Fund&Grow, RFA Score 78/100; 4.8★ from 1,782 Google reviews.

  2. 4

    Most-reviewed: Florida Educators Insurance and GAC Wealth Management, 702 Google reviews at 5.0★, the most of 60 ranked after Fund&Grow; ranked #4.

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

60 Spring Hill financial planners are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 60 rated firms.

Top 10 financial planners in Spring Hill 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 Spring Hill at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Fund&Grow784.8★ (1,782)Spring Hill—Top score
2American Executive Tax & Financial Services754.8★ (258)Spring Hill——
3Suarez Home & Finance Corp.735.0★ (87)Spring HillSat · Sun · Evenings—
4Florida Educators Insurance and GAC Wealth Management735.0★ (702)Land O' Lakes, 20 mi away—Most reviews
5Dougherty Investment Advisors725.0★ (59)Spring Hill——
6The Compass Group704.7★ (34)Spring Hill——
7Take Point Wealth705.0★ (23)Spring Hill——
8Maggard Wealth Management684.9★ (175)Wesley Chapel, 22 mi away——
9Nautilus Financial Group675.0★ (9)Spring Hill——
10Bankers Life674.2★ (15)Spring Hill——

All 60 financial planners in Spring Hill, 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 Spring Hill

    #1 Fund&Grow

    Based in Spring Hill

    78/100RFA 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
    View profile for Fund&Grow(800) 996-0270

  6. #6 The Compass Group

    Based in Spring Hill

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3239 Commercial Way, Spring Hill, FL 34606
    View profile for The Compass Group(352) 688-4990

  8. #8 Maggard Wealth Management

    Based in Wesley Chapel, 22 mi away

    68/100RFA 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
    View profile for Maggard Wealth Management(813) 723-0730

  9. #9 Nautilus Financial Group

    Based in Spring Hill

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    5330 Spring Hill Dr j, Spring Hill, FL 34606
    View profile for Nautilus Financial Group(352) 610-4297

  10. #10 Bankers Life

    Based in Spring Hill

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.2★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1510 Pinehurst Dr, Spring Hill, FL 34606
    View profile for Bankers Life(352) 688-5564

  14. #14 Joseph P. Nagy, CPA

    Based in Spring Hill

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 10 AM–12 PM · Sat–Sun closed
    Address
    5331 Commercial Way Ste 211, Spring Hill, FL 34607
    View profile for Joseph P. Nagy, CPA(352) 556-5208

  17. #17 Oxford Advisory Group

    Based in Spring Hill

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4205 Rachel Blvd, Spring Hill, FL 34607
    View profile for Oxford Advisory Group(813) 405-8372

  22. #22 Albert CPA

    Based in New Port Richey, 20 mi away

    64/100RFA Score

    Ranked #22 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
    View profile for Albert CPA(727) 922-6229

  25. #25 Bankers Life

    Based in Wesley Chapel, 21 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2818 Cypress Ridge Blvd. #230, Wesley Chapel, FL 33544
    View profile for Bankers Life(813) 947-7000

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

financial planners in Spring Hill, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Excel Financial and Tax Services634.8★ (16)19 mi
27FLA Financial Services & Associates LLC625.0★ (8)18 mi
28MADE Financial Design, LLC625.0★ (8)19 mi
29AdviceWise Financial625.0★ (13)24 mi
30PFG Private Wealth Management, LLC624.5★ (17)23 mi
31Garzon Meridian Ventures LLC615.0★ (8)23 mi
32Rizzotto Wealth Management614.2★ (15)22 mi
33GCF Business Valuation614.7★ (12)24 mi
34MF INCOME TAX SERVICES, INC.615.0★ (5)20 mi
35Hobbs Financial Services613.3★ (12)17 mi
36Protective Wealth Advisors614.9★ (7)23 mi
37Stephen Miller - Thrivent615.0★ (4)19 mi
38Boardwalk Wealth Solutions605.0★ (6)23 mi
39Fifth Third Preferred - Tereza Tancau602.3★ (3)14 mi
40PGW Financial Wealth Advisors605.0★ (6)24 mi
41Addessi Financial Partners605.0★ (3)20 mi
42Pontlitz Asset Advisors604.0★ (4)20 mi
43Campbell & Company603.7★ (6)21 mi
44Ryan Alston - Financial Advisor, Ameriprise Financial Services, LLC604.4★ (5)22 mi
45Maggi Tax & Wealth Advisors604.0★ (8)24 mi
46DiPaolo Financial Group605.0★ (5)24 mi
47Rk Asset Management605.0★ (5)25 mi
48AmeriLife of East Pasco, LLC594.5★ (6)25 mi
49Barndollar Financial Services593.0★ (4)19 mi
50Bank of America (with Drive-thru ATM)593.1★ (92)16 mi

Also serving Spring Hill

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 Spring Hill
BusinessGoogle ratingDistance
April Wilcox - Prudential Financial5.0★ (1)In Spring Hill
Baum Financial Services5.0★ (1)In Spring Hill
Capital City Investments3.5★ (2)In Spring Hill
Center For Retirement Security, Inc.3.7★ (3)In Spring Hill
Coastal Financial Services Inc5.0★ (1)In Spring Hill
Credit RepairIn Spring Hill
Edward Jones - Financial Advisor: Anna A Swartz5.0★ (2)In Spring Hill
Edward Jones - Financial Advisor: Tonia L Warncke, ChFC®|AAMS®5.0★ (4)In Spring Hill
Edward Jones - Financial Advisor: Troy V SpenceIn Spring Hill
Fernandez Advisor Services of Raymond James1.0★ (1)In Spring Hill
Funding Advisors Inc5.0★ (2)In Spring Hill
God's Harvest Wealth Management5.0★ (4)In Spring Hill
Hope Duryea - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Spring Hill
Jacquelyn R. Campbell, CFP , CPA, PFS5.0★ (1)In Spring Hill
Jay Arsenault - Prudential Financial5.0★ (2)In Spring Hill
Kanaar Financial Services , LLCIn Spring Hill
Merrill Lynch Financial Advisor Joseph Weston5.0★ (2)In Spring Hill
RAYMOND JAMES5.0★ (1)In Spring Hill
Raymond James Financial Services5.0★ (1)In Spring Hill
Wells Fargo Advisors5.0★ (1)In Spring Hill

How we ranked Spring Hill financial planners

We scored 60 Spring Hill 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 Spring Hill 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 Spring Hill: frequently asked questions

Which financial planner has the highest RFA Score in Spring Hill?

By RFA Score, the highest-ranked financial planner in Spring Hill, FL is Fund&Grow with an RFA Score of 78/100. It has 4.8★ from 1,782 Google reviews. American Executive Tax & Financial Services (#2) and Suarez Home & Finance Corp. (#3) follow. We ranked 60 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Spring Hill?

RankedFinancialAdvisors ranks 60 financial planners serving Spring Hill, FL. 18 of them are based in Spring Hill; 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 Spring Hill work on weekends?

9 of 60 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Suarez Home & Finance Corp. (#3), Total Retirement Security Planning & Mentoring Group LLC (#11) and Bank of America (with Drive-thru ATM) (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Spring Hill financial planners have?

The median Google rating among 60 rated financial planners in Spring Hill is 4.8★, with a median of 11 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 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 Spring Hill count in this ranking?

Yes, if they are within 25 mi of the Spring Hill 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 Spring Hill 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 Spring Hill 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 Spring Hill

  1. November 2026: RFA Scores recalculated for 60 financial planners serving Spring Hill.

More financial planners and Spring Hill pages