Best Financial Advisors in LUTZ, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$168M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LUTZ
#1
100
EDMP, INC.
LUTZ, FL · Since 1993
$147M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
PFG PRIVATE WEALTH MANAGEMENT, LLC
LUTZ, FL · Since 2018
$289M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
95
DIPAOLO FINANCIAL GROUP, INC.
LUTZ, FL · Since 2025
$168M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
65
DMK ADVISOR GROUP, INC.
LUTZ, FL · Since 2021
$131M AUM28 clientsFee: 0%
Broker-Dealer6 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LUTZ?
The median advisory fee in LUTZ, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 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.