WISDOM PLANNING GROUP
Orlando, FL
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(407) 462-5486
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
71 advisers found
JAKE CARRIS FINANCIAL PLANNING
Orlando, FL
AUM
$109.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-489-1186
VALUE FINANCIAL ADVISERS, INC.
Orlando, FL
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-770-3030
BLUESKYE INVESTMENT ADVISERS, LLC
Orlando, FL
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
321-266-4360
STRUCTURE WEALTH PARTNERS LLC
Orlando, FL
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-739-5094
EMINENCE WEALTH MANAGEMENT INC.
Orlando, FL
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
407-572-8244
OAKMONTE WEALTH MANAGEMENT
Orlando, FL
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
407-412-9255
ADVANCED TAX & INVESTMENTS, INC.
Orlando, FL
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-595-2084
SELETTO VALUE LLC
Orlando, FL
AUM
$25.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-200-8735
TRIUMPH PRIVATE WEALTH
Orlando, FL
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-900-4802
POLLEY WEALTH MANAGEMENT LLC
Orlando, FL
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 337-1085
NEW ERA ADVISORY
Orlando, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
407-440-4306
MFM CAPITAL MANAGEMENT, INC.
Orlando, FL
AUM
$11.0M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
407-770-1710
VESTWYZE, LLC
Orlando, FL
AUM
$9.3M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
407-537-9427
J.P. AUBRY WEALTH ADVISORS, LLC
Orlando, FL
AUM
$6.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(407) 496-4097
WARWICK SHORE ADVISORS, LLC
Orlando, FL
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 440-3642
POLYMATH FINANCIAL, LLC
Orlando, FL
AUM
$4.3M
Financial PlanningRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-492-9089
MONTERRA ADVISORS, LLC
Orlando, FL
AUM
$3.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-203-3617
PROMETHEUS CAPITAL MANAGEMENT LLC
Orlando, FL
AUM
$3.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(407) 307-1977
DAS WEALTH MANAGEMENT
Orlando, FL
AUM
$105K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
—
Fees
Hourly charges
904-423-6860