Best Financial Advisors in COCONUT CREEK, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$349M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in COCONUT CREEK
#1
86
UTOPIA WEALTH MANAGEMENT, LLC
COCONUT CREEK, FL · Since 2019
$261M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
76
KANEN WEALTH MANAGEMENT LLC
COCONUT CREEK, FL · Since 2019
$405M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
75
WILLIS ASSET FINANCE MANAGEMENT LLC
COCONUT CREEK, FL · Since 2025
$349M AUM15 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in COCONUT CREEK?
The median advisory fee in COCONUT CREEK, FL is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.