IMPERIAL FUND ASSET MANAGEMENT LLC
Fort Lauderdale, FL
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 226-5200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, FORT LAUDERDALE
16 advisers found
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL
AUM
$4.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-712-8888
SOUND INCOME STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$4.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
134 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-487-1860
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Fort Lauderdale, FL
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
954-524-5552
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
LAS OLAS CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$551.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-289-4692
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
MURRAY STREET CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
954-314-6700
WIGGIN FINANCIAL SERVICES
Fort Lauderdale, FL
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(954) 390-6191
BRICKSTONE ADVISORS
Fort Lauderdale, FL
AUM
$2.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-944-9072
CAPITAL MANAGEMENT GROUP
Fort Lauderdale, FL
AUM
$2.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6192125214
ROSCHMAN CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
954-343-2466
LAS OLAS CAPITAL WEALTH LLC
Fort Lauderdale, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954 289 4692
INTEGRATED FINANCIAL STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
954-526-8339
Full profileNo website
FINANCIAL PLANNING SERVICES, INC.
Fort Lauderdale, FL
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
954-526-8339
Full profileNo website