ALTERNATIVE INVESTMENT ADVISORS, LLC
Maitland, FL
AUM
$385.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-261-4242
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, MAITLAND
12 advisers found
CARPENTER, CLAYDON ADVISORS, INC.
Maitland, FL
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-843-0316
RD LEWIS WEALTH MANAGEMENT
Maitland, FL
AUM
$256.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-446-3737
DELTA ADVISORY GROUP, INC.
Maitland, FL
AUM
$216.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
407-331-9213
AEGIS WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$190.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Fixed fees
407-831-3660
FELLOWSHIP FINANCIAL GROUP
Maitland, FL
AUM
$175.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-949-5888
DORMAN FINANCIAL MANAGEMENT, P.A.
Maitland, FL
AUM
$160.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
407-774-6815
CRAMER & RAUCHEGGER, INC.
Maitland, FL
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
407-645-4433
MOSS & COMPANY, P.A.
Maitland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
407-478-6400
HYPERION WEALTH MANAGEMENT, LLC
Maitland, FL
AUM
$64.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(407) 935-1040
WEALTH & BUSINESS PLANNING GROUP, LLC
Maitland, FL
AUM
$6.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
407-622-6669
JP LAW AND WEALTH ADVISORS PLLC
Maitland, FL
AUM
$201K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Fixed fees
407-990-9468