SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
PASQUA WEALTH SOLUTIONS
Palm City, FL
AUM
$129.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(914) 461-3336
ANTONETTI CAPITAL MANAGEMENT, LLC
Naples, FL
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-403-0218
AUM
$129.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-221-4508
SECOND HALF FINANCIAL PARTNERS, LLC
Sebring, FL
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
863-385-1101
CORAL WEALTH MANAGEMENT, LLC
Miami, FL
AUM
$124.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-671-3914
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Coral Gables, FL
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-372-0299
CRAFT WEALTH SERVICES
Tampa, FL
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
813-337-7747
1650 WEALTH MANAGEMENT, LLC
Lighthouse Point, FL
AUM
$119.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
800-658-9560
CS ADVISORS INC.
Boca Raton, FL
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-241-9301
CASTLE ISLAND WEALTH
Palm Beach Gardens, FL
AUM
$117.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
561-208-3883
SULZBERGER CAPITAL ADVISORS, INC.
Miami, FL
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
305-573-4900
AUM
$117.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-804-2308
GREENLINE WEALTH MANAGEMENT
Boca Raton, FL
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-405-6609
ZENITH ADVISORY GROUP, LLC
The Villages, FL
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees
352-282-0810
COMMON CENTS WEALTH MANAGEMENT, LLC
Pembroke Pines, FL
AUM
$113.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
954-769-0837
WISDOM PLANNING GROUP
Orlando, FL
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(407) 462-5486
PRIVATE CLIENT ADVISOR GROUP, LLC
Palm City, FL
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
516-241-3934
JAKE CARRIS FINANCIAL PLANNING
Orlando, FL
AUM
$109.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-489-1186
CAPSTONE WEALTH MANAGEMENT CORP.
Lakeland, FL
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(866) 596-9886
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
LYONS WEALTH MANAGEMENT
Winter Park, FL
AUM
$109.1M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
407 951 8710
NAUTILUS WEALTH ADVISORS
Indialantic, FL
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(321) 724-1888
RENEW FAMILY WEALTH
Jupiter, FL
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 406-2146