POWELL WEALTH
Tampa, FL
AUM
$37.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
813 245 2227
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
105 advisers found
HIGHSTREET FINANCIAL, LLC
Tampa, FL
AUM
$29.7M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-910-2500
CALIBER WEALTH ADVISORY
Tampa, FL
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(813) 819-3400
ZENIKI WEALTH
Tampa, FL
AUM
$20.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-290-8278
CLEARTREE ASSET MANAGEMENT, INC.
Tampa, FL
AUM
$17.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(813) 540-2702
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-837-7000
S.MART ADVISING INC
Tampa, FL
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
813-438-6515
WEALTH WARDEN PARTNERS
Tampa, FL
AUM
$1.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
813-308-9761
CARBON WEALTH MANAGEMENT
Tampa, FL
AUM
$5K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(813) 281-1800
BLADE FINANCIAL
Tampa, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
313-529-0244
FIRVA CAPITAL MANAGEMENT LLC
Tampa, FL
AUM
—
Fee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
813-676-7177
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-282-3486