AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-254-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, ORLANDO
40 advisers found
MOISAND FITZGERALD TAMAYO, LLC
Orlando, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
407-869-6228
INTEGRITY FIXED INCOME MANAGEMENT
Orlando, FL
AUM
$921.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
407-481-2420
SUMMIT WEALTH PARTNERS, LLC
Orlando, FL
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-656-2252
GLOBAL ASSETS ADVISORY, LLC
Orlando, FL
AUM
$551.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM
407-254-1500
ALLGEN FINANCIAL ADVISORS, INC.
Orlando, FL
AUM
$475.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
407-210-3888
HAVEN PRIVATE
Orlando, FL
AUM
$428.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
321-329-8674
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Orlando, FL
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-695-7100
OXFORD WEALTH GROUP, LLC
Orlando, FL
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-495-2004
GFG SOLUTIONS
Orlando, FL
AUM
$306.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(412) 740-7930
MCDONOUGH CAPITAL MANAGEMENT, INC.
Orlando, FL
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
407-248-9647
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Orlando, FL
AUM
$254.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
1-407-362-7753
COGENT PRIVATE WEALTH
Orlando, FL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(407) 887-4965
ELEVATION ADVISORY PARTNERS LLC
Orlando, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
913-827-4588
BURGESS CHAMBERS & ASSOCIATES INC
Orlando, FL
AUM
$165.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
407-644-0111
FUND ADVISORS OF AMERICA INC
Orlando, FL
AUM
$149.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
407-667-4729
SPARROW WEALTH MANAGEMENT
Orlando, FL
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 330-9191
TRIPLETAIL WEALTH MANAGEMENT
Orlando, FL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
407-286-4072
VELARIS WEALTH MANAGEMENT
Orlando, FL
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
786-657-1584
CENTRUS FINANCIAL STRATEGIES
Orlando, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-779-4592
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
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
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