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Financial Planners in Wesley Chapel, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wesley Chapel: Florida Educators Insurance and GAC Wealth Management, RFA Score 75/100; 5.0★ from 702 Google reviews.

  2. 3

    Most-reviewed: Fund&Grow, 1,782 Google reviews at 4.8★, the most of 192 ranked; ranked #3.

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

192 Wesley Chapel financial planners are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 192 rated firms.

Top 10 financial planners in Wesley Chapel 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 Wesley Chapel at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Florida Educators Insurance and GAC Wealth Management755.0★ (702)Land O' Lakes, 10 mi away—Top score
2Maggard Wealth Management744.9★ (175)Wesley Chapel——
3Fund&Grow724.8★ (1,782)Spring Hill, 24 mi away—Most reviews
4Wave Tax & Financial Solutions724.9★ (159)Zephyrhills, 9 mi away——
5Homeowners Financial Group705.0★ (334)Tampa, 22 mi away——
6Walter S Sanders & Associates704.9★ (179)Tampa, 14 mi awaySat—
7B & N Lenz Enterprises LLC704.9★ (96)Zephyrhills, 10 mi awayEvenings—
8Mintco Financial695.0★ (102)Tampa, 15 mi away——
9Jaffe Tilchin Wealth Management694.9★ (97)Tampa, 13 mi away——
10Bankers Life684.6★ (29)Wesley Chapel——

All 192 financial planners in Wesley Chapel, 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 Fund&Grow

    Based in Spring Hill, 24 mi away

    72/100RFA Score

    Ranked #3 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

  8. #8 Mintco Financial

    Based in Tampa, 15 mi away

    69/100RFA Score

    Ranked #8 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

  10. #10 Bankers Life

    Based in Wesley Chapel

    68/100RFA Score

    Ranked #10 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

  12. #12 Lenzo R Canty, CPA, P.A.

    Based in Tampa, 15 mi away

    68/100RFA Score

    Ranked #12 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

  13. #13 Rise Management

    Based in Tampa, 15 mi away

    68/100RFA Score

    Ranked #13 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

  19. #19 Taylor Financial

    Based in Tampa, 23 mi away

    67/100RFA Score

    Ranked #19 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

  25. #25 AdviceWise Financial

    Based in Tampa, 5 mi away

    66/100RFA Score

    Ranked #25 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–5 PM · Sat–Sun closed
    Address
    20701 Bruce B Downs Blvd Ste 206, Tampa, FL 33647
    View profile for AdviceWise Financial(727) 475-9111

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

financial planners in Wesley Chapel, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Angle-Lau Wealth Management665.0★ (72)24 mi
27Protective Wealth Advisors664.9★ (7)In Wesley Chapel
28Boardwalk Wealth Solutions665.0★ (6)In Wesley Chapel
29Dougherty Investment Advisors665.0★ (59)23 mi
30First Command Financial Advisor - Stephanie Caro, RICP®665.0★ (52)22 mi
31Structure Wealth Management665.0★ (29)15 mi
32Kyle Edwards, Mortgage Loan Officer - First Horizon Bank665.0★ (37)18 mi
33Infinity Accounting Solutions655.0★ (52)22 mi
34Instrumental Wealth655.0★ (52)23 mi
35Beyer Wealth655.0★ (46)22 mi
36First Command Financial Advisor - Abby Randall, RICP®|CMFA™655.0★ (42)22 mi
37Thomas Yannetti, CFP® – Taylor Financial655.0★ (45)23 mi
38Big Financial Services LLC655.0★ (26)18 mi
39Creative Planning655.0★ (43)23 mi
40Fortitude Financial Planning655.0★ (17)13 mi
41Unified Wealth Management655.0★ (51)25 mi
42Derek Ifasi, CF2, CSS, CFS, CRPC, APMA645.0★ (9)8 mi
43Cornerstone Wealth Advisors644.9★ (36)21 mi
44Bankers Life644.6★ (68)22 mi
45Apex Financial Solutions644.7★ (26)16 mi
46BayTrust Financial644.8★ (16)13 mi
47Maggi Tax & Wealth Advisors644.7★ (64)25 mi
48Trinity Wealth Management Group, Inc645.0★ (24)20 mi
49PFG Private Wealth Management, LLC644.5★ (17)13 mi
50First Command Financial Advisor - Mike Coyle, MBA645.0★ (35)24 mi

Also serving Wesley Chapel

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 Wesley Chapel
BusinessGoogle ratingDistance
BAPS Financial ServicesIn Wesley Chapel
Benny Hevia Financial5.0★ (2)In Wesley Chapel
BRIA Capital Group5.0★ (1)In Wesley Chapel
BRIA Capital Group - Mike Garcia, AAMS5.0★ (40)In Wesley Chapel
David Mobley: Primerica - Financial Services5.0★ (1)In Wesley Chapel
Destiny Kunzig Lozano - Financial Advisor, Ameriprise Financial Services, LLCIn Wesley Chapel
Edward Jones - Financial Advisor: Christopher Baker, CEPA®5.0★ (2)In Wesley Chapel
Edward Jones - Financial Advisor: Christopher R Stino, CFP®5.0★ (3)In Wesley Chapel
Edward Jones - Financial Advisor: Jim B FordIn Wesley Chapel
Edward Jones Investments2.0★ (1)In Wesley Chapel
GreatFlorida: Steve Barry5.0★ (5)In Wesley Chapel
John Joseph Lomba - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Wesley Chapel
Platinum Financial Group5.0★ (2)In Wesley Chapel
Ready Wealth Advisors5.0★ (2)In Wesley Chapel
Ronald Robert Oldano - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Wesley Chapel
Ryan Luzod - Raymond JamesIn Wesley Chapel
Sevelius Wealth Management of Raymond JamesIn Wesley Chapel
TSLHC3.5★ (61)In Wesley Chapel
Wayne Dean: Primerica - Financial Services5.0★ (1)In Wesley Chapel
Wells Fargo Advisors1.0★ (1)In Wesley Chapel

How we ranked Wesley Chapel financial planners

We scored 192 Wesley Chapel 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 Wesley Chapel 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 Wesley Chapel: frequently asked questions

Which financial planner has the highest RFA Score in Wesley Chapel?

By RFA Score, the highest-ranked financial planner in Wesley Chapel, FL is Florida Educators Insurance and GAC Wealth Management with an RFA Score of 75/100. It has 5.0★ from 702 Google reviews. Maggard Wealth Management (#2) and Fund&Grow (#3) follow. We ranked 192 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Wesley Chapel?

RankedFinancialAdvisors ranks 192 financial planners serving Wesley Chapel, FL. 6 of them are based in Wesley Chapel; 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 Wesley Chapel work on weekends?

23 of 192 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Walter S Sanders & Associates (#6), Suarez Home & Finance Corp. (#14) and Bank of America (with Drive-thru ATM) (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wesley Chapel financial planners have?

The median Google rating among 192 rated financial planners in Wesley Chapel is 5.0★, with a median of 14 reviews. Fund&Grow has the most, 1,782 reviews, and ranks #3. 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 Wesley Chapel count in this ranking?

Yes, if they are within 25 mi of the Wesley Chapel 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 Wesley Chapel 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 Wesley Chapel 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 Wesley Chapel

  1. November 2026: RFA Scores recalculated for 192 financial planners serving Wesley Chapel.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Wesley Chapel pages