Top Picks · New Port Richey
Best Financial Advisors in New Port Richey, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 18 financial advisors in New Port Richey, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Praetego Private Wealth with a 5.0-star rating from 38 Google reviews and an RNM Score of 90/100. Also in the top tier: American Senior Financial and Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™. The average rating across all listed financial advisors in New Port Richey is 4.5 stars from 8 reviews per business on average.
Financial advisors in New Port Richey typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®
Desiree Kennedy stands out as the top-ranked advisor due to her dual CFP® and CPWA® certifications, indicating advanced expertise in comprehensive financial planning and wealth management.
Most Reviewed
Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®
A high review count suggests a broad base of client experiences, providing more reliable insight into the advisor's consistency and service quality.
When choosing a financial advisor in New Port Richey, verify their credentials and fee structure, and consider scheduling initial consultations with multiple advisors to find the best fit for your financial goals.
Local Market Snapshot
18
Businesses listed
4.5★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a perfect 5.0-star rating from 38 reviews.
1805 Cypress Brook Dr Suite 103, Trinity, FL 34655, USATrusted by clients with a strong 4.7-star rating from 25 reviews.
2200 Seven Springs Blvd, New Port Richey, FL 34655, USATrusted by clients with a perfect 5.0-star rating from 7 reviews.
10720 FL-54, Trinity, FL 34655, USAFinancial Advisors Rankings in New Port Richey, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Praetego Private Wealth1805 Cypress Brook Dr Suite 103, Trinity, FL 34655, USA | 5.0★ | 38 |
| #2 | American Senior Financial2200 Seven Springs Blvd, New Port Richey, FL 34655, USA | 4.7★ | 25 |
| #3 | Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™10720 FL-54, Trinity, FL 34655, USA | 5.0★ | 7 |
| #4 | Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®6141 Grand Blvd, New Port Richey, FL 34652, USA | 4.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Troy V Spence3373 Mariner Blvd, Spring Hill, FL 34609, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Alex Kuzmin, CRPC™6141 Grand Blvd, New Port Richey, FL 34652, USA | 5.0★ | 1 |
| #7 | Josh Green - Regions Financial Advisor6335 US-19, New Port Richey, FL 34652, USA | — | — |
| #8 | Coastal Bay Wealth Management5709 Tidalwave Dr, New Port Richey, FL 34652, USA | 5.0★ | 1 |
| #9 | Kuttin Wealth Management - Ameriprise Financial Services, LLC5701 Main St Ste 110, New Port Richey, FL 34652, USA | — | — |
| #10 | Retirement Advisory Consultants6521 Main St, New Port Richey, FL 34653, USA | 2.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in New Port Richey
Trusted by local clients with a solid 4.0-star rating from 4 Google reviews.
6141 Grand Blvd, New Port Richey, FL 34652, USA
A new local financial advisor with no online reviews yet in New Port Richey.
3373 Mariner Blvd, Spring Hill, FL 34609, USA
Rated 5.0 stars from one Google review, this New Port Richey financial advisor.
6141 Grand Blvd, New Port Richey, FL 34652, USA
New Port Richey financial advisor with no customer reviews yet.
6335 US-19, New Port Richey, FL 34652, USA
5.0-star rating from 1 review, reflecting exceptional client satisfaction.
5709 Tidalwave Dr, New Port Richey, FL 34652, USA
A local financial advisor in New Port Richey with no customer reviews yet.
5701 Main St Ste 110, New Port Richey, FL 34652, USA
A financial advisor with a 2.0-star rating based on 4 Google reviews.
6521 Main St, New Port Richey, FL 34653, USA
Offering financial guidance in New Port Richey with a 3.7-star rating from 3 reviews.
5920 Main St, New Port Richey, FL 34652, USA
Rated 5.0 stars from three Google reviews in New Port Richey.
5545 Pasco Way, Port Richey, FL 34668, USA
Trusted by clients, this New Port Richey financial advisor holds a perfect 5.0-star rating.
9501 US-19 Suite 204, Port Richey, FL 34668, USA
Trusted New Port Richey financial advisor with a perfect 5.0-star rating from clients.
7616 Massachusetts Ave, New Port Richey, FL 34653, USA
New Port Richey financial advisor with no customer reviews yet on Google.
2144 Seven Springs Blvd #406, New Port Richey, FL 34655, USA
A local financial advisor with no online reviews yet to guide your choice.
10537 FL-54 unit b, New Port Richey, FL 34655, USA
No reviews yet; contact this New Port Richey financial advisor to share your experience.
5701 Main St, New Port Richey, FL 34652, USA
Trusted financial advisor in New Port Richey, FL, with no customer reviews yet.
5701 Main St, New Port Richey, FL 34652, USA
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Financial Advisors in New Port Richey, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Praetego Private Wealth | 90/100 | 5.0 ★ | 38 |
| 2 | American Senior Financial | 83/100 | 4.7 ★ | 25 |
| 3 | Edward Jones - Financial Advisor: Jared T Colao, CFP®|AAMS®|CRPC™ | 73/100 | 5.0 ★ | 7 |
| 4 | Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA® | 53/100 | 4.0 ★ | 4 |
| 5 | Edward Jones - Financial Advisor: Troy V Spence | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Alex Kuzmin, CRPC™ | 65/100 | 5.0 ★ | 1 |
| 7 | Josh Green - Regions Financial Advisor | 15/100 | — | 0 |
| 8 | Coastal Bay Wealth Management | 74/100 | 5.0 ★ | 1 |
| 9 | Kuttin Wealth Management - Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 10 | Retirement Advisory Consultants | 38/100 | 2.0 ★ | 4 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in New Port Richey
What is a fiduciary financial advisor and why does it matter in New Port Richey?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in New Port Richey, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in New Port Richey?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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