CAMARDA WEALTH ADVISORY GROUP
Fleming Island, FL
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
904-278-1177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
NORTHSTAR FINANCIAL PLANNERS, INC.
Plantation, FL
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
954-693-0030
HOLLAND ADVISORY SERVICES, INC.
Ormond Beach, FL
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
386-671-7526
SPECTRA INVESTMENT MANAGEMENT, LLC
Stuart, FL
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(772) 324-5640
AUM
$303.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
386-516-4759
BRIGHTWATER ADVISORY, LLC
Tampa, FL
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-251-6310
AZZENDO WEALTH ADVISORS
Coral Gables, FL
AUM
$300.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-648-9814
OPINICUS
Tampa, FL
AUM
$297.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 443-4767
MATTERS CAPITAL LLC
Coral Gables, FL
AUM
$296.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 528-3701
DOUGLAS CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$295.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
904-285-7866
CARPENTER, CLAYDON ADVISORS, INC.
Maitland, FL
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-843-0316
MADDEN ADVISORY SERVICES, INC.
Jacksonville, FL
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
904-296-1127
AUM
$289.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-286-7776
SKYVIEW FINANCIAL GROUP, LLC
Ponte Vedra Beach, FL
AUM
$286.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(888) 406-0444
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
Clearwater, FL
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM
727-734-3334
LIGHTHOUSE RETIREMENT
Ponte Vedra, FL
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-299-7169
FDI WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$283.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-875-7673
COVINGTONALSINA
Jacksonville, FL
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(904) 449-7326
SUCCESSFUL PORTFOLIOS LLC
Clearwater, FL
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-744-3614
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
CHRONOS WEALTH MANAGEMENT, L.L.C.
Clearwater, FL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(727) 446-2306
ALPHA ZERO LLC
Boca Raton, FL
AUM
$269.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(561) 576-2599
BARR FINANCIAL SERVICES, LLC
Winter Park, FL
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
407-622-0018
RIVERPLACE CAPITAL MANAGEMENT INC
Jacksonville, FL
AUM
$267.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
904-346-3460