SPIREPOINT PRIVATE CLIENT, LLC
Vero Beach, FL
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
772-316-1271
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, VERO BEACH
10 advisers found
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552
MORANGIE MANAGEMENT LLC
Vero Beach, FL
AUM
$706.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
908-285-6686
WASHBURN CAPITAL MANAGEMENT INC.
Vero Beach, FL
AUM
$253.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
772-564-7291
TREASURE COAST FINANCIAL PLANNING, INC.
Vero Beach, FL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
772-231-1422
CARDEA CAPITAL ADVISORS, LLC
Vero Beach, FL
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-977-7779
LULLA WEALTH FINANCIAL
Vero Beach, FL
AUM
$17.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-257-9803
ONESOURCE WEALTH ADVISORS
Vero Beach, FL
AUM
$3.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-895-1222
GALLATIN & COMPANY, LLC
Vero Beach, FL
AUM
$98.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
772-231-9607
Full profileNo website
ALTON ROAD CAPITAL, LP
Vero Beach, FL
AUM
$26.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
203-247-2194
Full profileNo website