BASSAM WEALTH MANAGEMENT, LLC
Palm Beach, FL
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(561) 494-6391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
GOLDEN ROAD ADVISORS LLC
Tampa, FL
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-491-1593
PENTO PORTFOLIO STRATEGIES, LLC
Naples, FL
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
732-772-9500
MILLARES ASSET MANAGEMENT, LLC
Coral Gables, FL
AUM
$236.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-662-9649
KINGSMAN WEALTH MANAGEMENT INC.
Pensacola, FL
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
850-565-3780
BELLEAIR ASSET MANAGEMENT, LLC
Belleair Bluffs, FL
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
727-586-3541
ANCHOR WEALTH MANAGEMENT GROUP LLC
West Palm Beach, FL
AUM
$233.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(561) 228-8688
RESHAPE WEALTH
Boca Raton, FL
AUM
$232.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-626-7902
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$231.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-450-3999
TURNER FINANCIAL GROUP, INC.
Pace, FL
AUM
$229.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
850-995-1797
NAPLES WEALTH PLANNING
Bonita Springs, FL
AUM
$226.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-330-4183
ELEVATION ADVISORY PARTNERS LLC
Orlando, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
913-827-4588
ANGELUS INVESTMENT CONSULTING, INC.
Coral Gables, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-928-1551
THE TENRET COMPANY, LLC
Tampa, FL
AUM
$225.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
727-599-6201
ALLIED PRIVATE WEALTH
Boca Raton, FL
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
9545769192
ORCA WEALTH MANAGEMENT, LLC
New Port Richey, FL
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
727-938-1600
STERLING WEALTH ADVISORS, INC.
Plantation, FL
AUM
$223.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
954-771-1313
PULLEN INVESTMENT MANAGEMENT
Bradenton, FL
AUM
$221.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-361-2195
MOTIV8 INVESTMENTS LLC
Port St. Lucie, FL
AUM
$219.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
772-247-4488
WEALTHTRUST ASSET MANAGEMENT, LLC
Destin, FL
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
850-460-8444
DELTA ADVISORY GROUP, INC.
Maitland, FL
AUM
$216.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
407-331-9213
SKY ALPHA ASSET ADVISORS
Boca Raton, FL
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
561-410-7790
SUNSTATE WEALTH MANAGEMENT LLC
Coral Gables, FL
AUM
$209.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-567-5524
IMG WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$209.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-731-9955