How to Choose a Financial Advisor in VENICE, FL

A data-driven guide based on 19 registered advisors in VENICE

Local Market Overview

There are 19 registered financial advisors in VENICE, Florida. Approximately 74% report fee-based compensation, while 0% include commission-based compensation. The average firm serving VENICE manages $422M in assets.

Registered Advisors

In VENICE, FL

Avg Firm AUM

$422M

Assets under management

Top Credential

CFP

2 advisors

Community Profile

VENICE has a population of 25,710 with a median household income of $68,843. The median age is 68.8.

Advisor density: 7.4 per 10K residents

Median income: $68,843

Most Common Credentials in VENICE

CFP

2 advisors

CFA

1 advisors

ChFC

1 advisors

Compensation Types Reported

Percentage of AUM

74% of advisors · 14 total

Subscription fees

74% of advisors · 14 total

Hourly charges

32% of advisors · 6 total

Fixed fees

26% of advisors · 5 total

Other: NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS

26% of advisors · 5 total

Other: REV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS

11% of advisors · 2 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Florida fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in VENICE

19 advisors in VENICE, FL

Search the full directory of registered financial advisors in VENICE. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse VENICE Advisors All Cities in Florida

Frequently Asked Questions

How many financial advisors are in VENICE, FL?

There are 19 registered financial advisors in VENICE, Florida, according to SEC and FINRA registration data.

What credentials should a financial advisor in VENICE have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among VENICE advisors is CFP.

Are financial advisors in VENICE required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in VENICE charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

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Browse VENICE Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in Florida? →National Fee Analysis →