WEALTHGEN ADVISORS, LLC
Sarasota, FL
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(941) 706-4151
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
69 advisers found
PRINCE ASSET MANAGEMENT, INC.
Sarasota, FL
AUM
$137.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
941-363-9090
REALITY FINANCIAL PLANNING SERVICES, LLC
Sarasota, FL
AUM
$125.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(941) 366-5700
CAMBRIA WEALTH MANAGEMENT
Sarasota, FL
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(941) 444-1120
ADVANCED WEALTH MANAGEMENT
Sarasota, FL
AUM
$110.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-451-8512
INTEGRITY WEALTH MANAGEMENT
Sarasota, FL
AUM
$77.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
941-955-2700
LASHLEY WEALTH MANAGEMENT
Sarasota, FL
AUM
$77.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913 338-2400
WALTERS STRATEGIC ADVISORS, LLC
Sarasota, FL
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
941-366-4450
CLARITY FINANCIAL DESIGN
Sarasota, FL
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-494-0593
CPA INVESTMENT SOLUTIONS, INC.
Sarasota, FL
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-923-1831
SWAN RETIREMENT STRATEGIES
Sarasota, FL
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 271-9005
RETIREMENT MONEY MANAGEMENT
Sarasota, FL
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
941-955-2099
PATH FINANCIAL, LLC
Sarasota, FL
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-350-7904
BEQUEST CAPITAL LLC
Sarasota, FL
AUM
$39.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-957-9979
BROAD REACH WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
941-306-4621
PLATINUM PLANNING, INC.
Sarasota, FL
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-444-5260
COUTURE FINANCIAL INC.
Sarasota, FL
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
941-366-3551
GOAR, ENDRISS & WALKER, P.A.
Sarasota, FL
AUM
$26.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; RETAINER
941-366-6380
AK INVESTING
Sarasota, FL
AUM
$25.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
847-220-3989
ECHELON VIRTUAL FAMILY OFFICE, LLC
Sarasota, FL
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(888) 892-9882
MELBERTH CAPITAL
Sarasota, FL
AUM
$14.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-320-1359
STARKEL WEALTH ADVISORS, LLC
Sarasota, FL
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
417-708-7400
SAGE WEALTH CONSULTING, LLC
Sarasota, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-500-3660
HAMMOND ASSET MANAGEMENT LLC
Sarasota, FL
AUM
$10.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-284-4168