4.5+ Stars · Plant City
Highly Rated Financial Advisors in Plant City, FL
Only the best make this list. These financial advisors in Plant City have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Plant City, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is GTE Financial Credit Union with a 4.8-star rating from 595 Google reviews and an RNM Score of 97/100. Also in the top tier: Bridge Financial - Accounting & Financial Planning and Mariner Finance. The average rating across all listed financial advisors in Plant City is 4.9 stars from 90 reviews per business on average.
Financial advisors in Plant City 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: Luke Carvalho, AAMS®
Luke Carvalho's AAMS® designation and top ranking among Plant City advisors reflect a strong combination of certified expertise and client-focused service.
Most Reviewed
Edward Jones - Financial Advisor: Tim Shuff, CFP®|AAMS®
A high number of reviews indicates a broad base of client experiences, helping consumers gauge reliability and satisfaction.
When choosing an advisor in Plant City, verify credentials such as CFP® or AAMS®, and consider meeting with multiple firms to find a communication style that aligns with your financial goals.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
90
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 4.8-star rating from nearly 600 reviews in Plant City.
2201 James L Redman Pkwy, Plant City, FL 33563, USAConsistently rated 5.0 stars from over 360 Google reviews.
119 SW 6th St, Stuart, FL 34994, USARated 4.8 stars from 114 reviews, this Plant City financial advisor is highly trusted.
1701 S Alexander St Ste. 112, Plant City, FL 33566, USAFinancial Advisors Rankings in Plant City, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | GTE Financial Credit Union2201 James L Redman Pkwy, Plant City, FL 33563, USA | 4.8★ | 595 |
| #2 | Bridge Financial - Accounting & Financial Planning119 SW 6th St, Stuart, FL 34994, USA | 5.0★ | 362 |
| #3 | Mariner Finance1701 S Alexander St Ste. 112, Plant City, FL 33566, USA | 4.8★ | 114 |
| #4 | Angeloni Tax Advisory Group Inc.1403 W Reynolds St, Plant City, FL 33563, USA | 4.6★ | 11 |
| #5 | CMC Financial Group2915 Hickory Grove Dr, Valrico, FL 33596, USA | 5.0★ | 6 |
| #6 | Family Estate Advisors1106 N Wheeler St, Plant City, FL 33563, USA | 5.0★ | 1 |
| #7 | Mark Gray Financial1808 James L Redman Pkwy #203, Plant City, FL 33563, USA | — | — |
| #8 | James Conrow - Financial Advisor, Ameriprise Financial Services, LLC110 E Reynolds St Ste 807, Plant City, FL 33563, USA | — | — |
| #9 | Logistics Credit Repair LLC1805 James L Redman Pkwy Suite 201, Plant City, FL 33563, USA | 4.9★ | 31 |
| #10 | Edward Jones2806 James L Redman Pkwy, Plant City, FL 33566, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Plant City
Trusted Plant City financial advisor with a strong 4.6-star rating from 11 reviews.
1403 W Reynolds St, Plant City, FL 33563, USA
Rated 5.0 stars from 6 reviews, this Plant City advisor is highly praised.
2915 Hickory Grove Dr, Valrico, FL 33596, USA
Exceptional 5.0-star rating from early clients in Plant City.
1106 N Wheeler St, Plant City, FL 33563, USA
This financial advisor has no online ratings yet from Google reviews.
1808 James L Redman Pkwy #203, Plant City, FL 33563, USA
This financial advisor has no online reviews yet, so client feedback is unavailable.
110 E Reynolds St Ste 807, Plant City, FL 33563, USA
Exceptional 4.9-star rating from 31 reviews, setting a high standard for local financial guidance.
1805 James L Redman Pkwy Suite 201, Plant City, FL 33563, USA
A local financial advisor in Plant City with no customer reviews yet.
2806 James L Redman Pkwy, Plant City, FL 33566, USA
New to Plant City, this financial advisor has no client reviews yet.
110 E Reynolds St # 808, Plant City, FL 33563, USA
Plant City financial advisor with a 4.7-star rating from 89 reviews.
1701 James L Redman Pkwy, Plant City, FL 33563, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
104 N Evers St Suite 102, Plant City, FL 33563, USA
Exceptional 5.0-star rating based on 23 Google reviews from local clients.
2301 Thonotosassa Rd, Plant City, FL 33563, USA
Exceptional 5.0-star rating from 2 Google reviews for a Plant City financial advisor.
110 W Reynolds St #109, Plant City, FL 33563, USA
Plant City's top-rated financial advisor with a perfect 5.0 stars from 22 reviews.
2601 Cattlemen Rd #501, Sarasota, FL 34232, USA
Rated 5.0 stars from 2 Google reviews, providing trusted local financial guidance.
2806 James L Redman Pkwy Suite 201, Plant City, FL 33566, USA
Earning a perfect 5.0-star rating from early client reviews in Plant City.
1514 S Alexander St Suite 206, Plant City, FL 33563, USA
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Financial Advisors in Plant City, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | GTE Financial Credit Union | 97/100 | 4.8 ★ | 595 |
| 2 | Bridge Financial - Accounting & Financial Planning | 100/100 | 5.0 ★ | 362 |
| 3 | Mariner Finance | 92/100 | 4.8 ★ | 114 |
| 4 | Angeloni Tax Advisory Group Inc. | 65/100 | 4.6 ★ | 11 |
| 5 | CMC Financial Group | 72/100 | 5.0 ★ | 6 |
| 6 | Family Estate Advisors | 74/100 | 5.0 ★ | 1 |
| 7 | Mark Gray Financial | 15/100 | — | 0 |
| 8 | James Conrow - Financial Advisor, Ameriprise Financial Services, LLC | 15/100 | — | 0 |
| 9 | Logistics Credit Repair LLC | 75/100 | 4.9 ★ | 31 |
| 10 | Edward Jones | 7/100 | — | 0 |
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 Plant City
What is a fiduciary financial advisor and why does it matter in Plant City?
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 Plant City, 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 Plant City?
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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