Top Financial Advisors in Dunedin, FL

49 fee-only14 CFP certifiedMedian fee: 1.88% on $500K

Top Advisors in Dunedin

Median Advisor Fee

Dunedin1.88%
National1.25%
50% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only83.1%
Includes Commission16.9%

Top Credentials

CFP14 advisors

Frequently Asked Questions

How much does a financial advisor cost in Dunedin?

The median advisory fee in Dunedin, FL is 1.88% of assets under management. This is 50% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Dunedin?

There are 49 fee-only financial advisors in Dunedin, FL, representing 83.1% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Dunedin financial advisor?

The most common professional designation among Dunedin advisors is the CFP (Certified Financial Planner), held by 14 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 59 Financial Advisors in Dunedin, FL (2026) | TrueAdvisor