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Moving Jobs?

Let us help with your 401(k)!

Specialists in 401(k) plan services, consolidation, and asset management.

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We help to avoid costly mistakes when moving your plan like:

  • Tax Consequences
  • Penalties
  • Excess Fees

Why choose us?

Professional management requires a team. At Flaharty Asset Management we operate with a team of specialists dedicated to serving your unique needs. Whether that be 401(k) services, retirement planning, asset consolidation, investment management, estate planning, or portfolio preservation, we are always eager to help and ready to serve at a moment’s notice.

Our firm is humbled to have been recognized in recent publications including Barron’s Top 1200 Financial Advisors 2022 List, Forbes Best In-State Wealth Advisors 2022 List, and the Financial Times 400 Top Financial Advisors List 2020. Our goal is to provide a seamless and stress-free experience to all, helping clients to eliminate the chance of costly errors, tax implications, excess fees, etc.

Barron’s Top 1200 Financial Advisors 2022

We are humbled to have made Barron’s Top Advisor list this year. Credit must go to our amazing clients and our incredible staff who have made this possible.

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Forbes Best In State Wealth Advisors 2022

We are honored to be named to this list alongside the best in state advisors. This accomplishment would not have been possible without the dedication of our entire team. At Flaharty Asset Management, we’re dedicated to providing a differentiated client experience that supports your evolving needs, and this recognition is proof of that commitment.

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Financial Times 400 Top Financial Advisors List 2020

Shon Flaharty, CEO, joins an elite group of our nations top 400 advisors from national, regional, independent and bank broker-dealers. In the group, the “average” advisor has 28 years of experience and manages $2 billion in assets. Advisors receiving this distinction were evaluated based on six criteria including: years of experience, assets under management (AUM), AUM growth rate, compliance record, accessibility and transparency, and industry knowledge. The annual Financial Times 400 list is produced independently by Ignites Research on behalf of Financial Times.

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frequently asked questions ​

Flaharty Asset Management is a hybrid firm. Most clients are assessed a flat fee per year for management that is automatically deducted from the portfolio. Our goal is to provide value to you, the client, by creating a customized, actively managed allocation that aligns directly with your needs. Our investment committee strives to optimize diversification in a portfolio helping to mitigate risk and maximize potential gain.

Our firm, Flaharty Asset Management, can register in any of the 50 states. We are not limited to a specific region of the United States.

Upon completing the short form one of our dedicated specialists will contact you to help. Our goal is to make the process as streamlined and stress-free as possible for our clients.

Many clients work with us completely remotely either via phone or video chat. This is a method that we have found to be extremely efficient when working with clients in the past. However, we have the ability for in person appointments and often do so upon request.

CLEARWATER OFFICE

  • 311 Park Place Boulevard,
    Suite 150, Clearwater, FL 33759
  • Office: (727) 252-1050
  • Toll-Free: (888) 783-7775
  • Fax: (727) 474-3823

PUNTA GORDA OFFICE

  • 1107 West Marion Ave,
    Suite 112, Punta Gorda, FL 33950
  • Office: 941-206-6200
  • Fax: 941-206-6293

Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take preservation your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2022 FMG Suite.
Securities offered through LPL Financial, member FINRA & SIPC. Investment Advice offered through Flaharty Asset Management, LLC, a registered investment advisor.
Flaharty Asset Management, LLC is a separate entity from LPL Financial.
Investments products and services available only to residents of : Alabama(AL), Arizona(AZ), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MS), Maryland (MD), Michigan (MI), Minnesota (MN), Mississippi (MS), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Vermont (VT), Washington (WA)
We are licensed to sell insurance products in the following states of: Alabama(AL), Arizona(AZ), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Louisiana (LA), Massachusetts (MS), Michigan (MI), Minnesota (MN), Mississippi (MS), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Vermont (VT), Washington (WA)
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