ANDERSON FINANCIAL PARTNERS, INC.
Ponte Vedra, FL
AUM
$1.52B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9042808995
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, PONTE VEDRA
5 advisers found
HIGHLAND INVESTMENT ADVISORS LLC
Ponte Vedra, FL
AUM
$368.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
414-755-2309
LIGHTHOUSE RETIREMENT
Ponte Vedra, FL
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-299-7169
INTELLICAPITAL ADVISORS LLC
Ponte Vedra, FL
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-438-1958
CALEO CAPITAL N.A. LLC
Ponte Vedra, FL
AUM
$111.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609 838 1245