CSENGE ADVISORY GROUP, LLC
Clearwater, FL
AUM
$3.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
67 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-437-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, CLEARWATER
18 advisers found
INDIVISIBLE PARTNERS
Clearwater, FL
AUM
$2.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-306-5490
PROVISE MANAGEMENT GROUP, LLC
Clearwater, FL
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
[727] 441-9022
FLAHARTY ASSET MANAGEMENT, LLC
Clearwater, FL
AUM
$901.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-252-1050
DEUTERIUM CAPITAL MANAGEMENT, LLC
Clearwater, FL
AUM
$603.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
727-204-7570
NOBLE FAMILY WEALTH
Clearwater, FL
AUM
$527.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
727-674-1462
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
Clearwater, FL
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
727-734-3334
SUCCESSFUL PORTFOLIOS LLC
Clearwater, FL
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-744-3614
CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(727) 446-2306
UNIFY FINANCIAL ADVISORS
Clearwater, FL
AUM
$155.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
727-306-0299
PERSONALIZED FINANCIAL SOLUTIONS LLC
Clearwater, FL
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
727-754-4401
ASSET MANAGEMENT FINANCIAL SERVICES INC.
Clearwater, FL
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-216-8525
BLUE OCEAN WEALTH MANAGEMENT, LLC
Clearwater, FL
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
727-243-3030
DOLPHIN FINANCIAL GROUP
Clearwater, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
888-508-5935
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
Clearwater, FL
AUM
$6.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
727-228-0673
KAHN FINANCIAL GROUP
Clearwater, FL
AUM
$122.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
727-797-5551
Full profileNo website
NEYREY, RENE' J.
Clearwater, FL
AUM
$7.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
727-791-3060
Full profileNo website
BEDINGHAUS FINANCIAL GROUP, INC
Clearwater, FL
AUM
$2.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(727) 461-1133
Full profileNo website