How many financial advisors are in Venice, Florida?

Falists lists 8 registered investment advisers with a principal office or filing address in Venice, Florida, based on public SEC IAPD data.

How do financial advisors in Venice charge fees?

Fee structures vary by firm. In Venice, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Venice?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 8 advisers

Financial Advisors in Venice, Florida

Looking for a financial advisor in Venice, Florida? Falists indexes 8 SEC-registered and state-registered investment advisers in Venice — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $1.93B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.93B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning5 Trusts8 Retirement2 Institutional4

Top advisors in Venice

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Venice, FL

AUM

$1.93B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

20 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

941-408-8557

Full profile Visit site →

DALE K. EHRHART, INC.

Venice, FL

AUM

$648.8M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

941-485-8220

Full profile Visit site →

FIDUCIARY CONSULTING GROUP, INC.

Venice, FL

AUM

$102.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

941-412-3451

Full profile Visit site →

FERRIS WHEEL FINANCE, INC.

Venice, FL

AUM

$41.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

941-483-3600

Full profile Visit site →

DG WEALTH

Venice, FL

AUM

$10.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

941-584-3320

Full profile Visit site →

GASIMA FINANCIAL LLC

Venice, FL

AUM

$8.5M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(941) 538-5791

Full profile Visit site →

TODD WEALTH MANAGEMENT LLC

Venice, FL

AUM

$158.9M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

941-483-3732

Full profileNo website

JEAN PIERRE MASSE

Venice, FL

AUM

$4.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

704-201-1842

Full profileNo website

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Common questions

How many financial advisors are in Venice, Florida?: 8 registered investment advisers are listed in our Venice directory, sourced from public SEC filings.
What types of advisors are in Venice?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Venice?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.