ROSE CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
305-534-7673
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, MIAMI BEACH
8 advisers found
DHODY INVESTMENT GROUP
Miami Beach, FL
AUM
$341.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
VESTA WEALTH MANAGEMENT, LLC
Miami Beach, FL
AUM
$333.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
786-579-2519
MURPHY CLARKE WILLIAMS & STONE LLC
Miami Beach, FL
AUM
$181.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(305) 954-1521
MANNA WEALTH MANAGEMENT
Miami Beach, FL
AUM
$146.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
305-306-7107
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
EXPAT FINANCIAL SOLUTIONS
Miami Beach, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-777-2240
Full profileNo website
SAVVY WEALTH MANAGEMENT LLC
Miami Beach, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
831-402-2904
Full profileNo website