TIMOTHY PARTNERS, LTD.
Maitland, FL
AUM
$2.86B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
407-644-1986
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, MAITLAND
16 advisers found
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
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
DELTA CAPITAL MANAGEMENT, LLC
Maitland, FL
AUM
$277.4M
Wealth MgmtRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
407-422-2423
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
IRONCLAD INVESTMENTS LLC
Maitland, FL
AUM
$217.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
407-982-1888
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
FIDUCIARY FIRST
Maitland, FL
AUM
$2.46B
Wealth MgmtRetirementFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
407.740.6111
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