INGRAM ADVISORY SERVICES, LLC
Winter Haven, FL
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
863-326-9833
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, WINTER HAVEN
6 advisers found
AVENTAIL WEALTH MANAGEMENT, LLC
Winter Haven, FL
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
863-333-1927
IPLAN
Winter Haven, FL
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
202-600-9605
CAMPBELL & ASSOCIATES
Winter Haven, FL
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
863-299-1238
WELLS INVESTMENTS, INC.
Winter Haven, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-294-3361
WELLS GLOBAL INVESTMENT ADVISERS LLC
Winter Haven, FL
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-294-3361
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