SEVEN MILE ADVISORY LLC
Tallahassee, FL
AUM
$416.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-365-5562
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, TALLAHASSEE
11 advisers found
SEVEN HILLS FINANCIAL, LLC
Tallahassee, FL
AUM
$280.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
850-219-6699
CHIRON CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-775-1939
WEALTH MANAGEMENT CORPORATION
Tallahassee, FL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
850-894-7526
SMITH BRUER
Tallahassee, FL
AUM
$238.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
850-877-0803
CYPRESS CAPITAL
Tallahassee, FL
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
850-583-5377
PROPER WEALTH
Tallahassee, FL
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(850) 972-9725
TALLAHASSEE FINANCIAL ADVISORS, INC.
Tallahassee, FL
AUM
$85.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-999-1953
CASSINI CAPITAL MANAGEMENT, LLC
Tallahassee, FL
AUM
$74.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
850-566-7737
RED HILLS CAPITAL, LLC
Tallahassee, FL
AUM
$57.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
850-425-1110
DOUGHERTY FINANCIAL PLANNING, LLC
Tallahassee, FL
AUM
$2.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
850-702-5753