ALLEGIANCE FINANCIAL ADVISORS, INC.
Jacksonville, FL
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-642-4401
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
RUTHERFORD ASSET PLANNING, INC.
Tampa, FL
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
813-343-4501
MURPHY CLARKE WILLIAMS & STONE LLC
Miami Beach, FL
AUM
$181.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(305) 954-1521
HOROWITZ & COMPANY, INC.
Fort Lauderdale, FL
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-349-0800
RIVER CITY WEALTH MANAGEMENT
Jacksonville, FL
AUM
$179.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-374-9098
PALM WEALTH PARTNERS
Boca Raton, FL
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(954) 632-2555
PARABLE WEALTH ADVISORS
St. Augustine, FL
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(904) 420-0008
TOGETHER PLANNING
Gainesville, FL
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
352-221-9300
FELLOWSHIP FINANCIAL GROUP
Maitland, FL
AUM
$175.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-949-5888
URS ADVISORY
Jupiter, FL
AUM
$175.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
561-594-0100
MACKE FINANCIAL ADVISORY GROUP
Fort Myers, FL
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-275-1122
THE ATLAS FINANCIAL GROUP
Miami, FL
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
786 233 6233
CORRALES & CO.
Miami, FL
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(239) 421-5359
WINNING POINTS ADVISORS, L.L.C.
Boca Raton, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
561-367-9111
AZZENDO WEALTH ADVISORS
Hollywood, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
954-986-0633
STRONGHOLD WEALTH MANAGEMENT L.L.C.
Tampa, FL
AUM
$172.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-775-7099
NEXWEALTH LLC
Palm Beach Gardens, FL
AUM
$172.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-971-3939
EVOLUTION WEALTH MANAGEMENT INC.
Fort Myers, FL
AUM
$171.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-771-8696
ZINNIA WEALTH ADVISORY, LLC
Ocala, FL
AUM
$168.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
352-368-3680
DIPAOLO FINANCIAL GROUP, INC.
Lutz, FL
AUM
$168.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-475-3130
MUTUAL TRUST ADVISORY GROUP
Estero, FL
AUM
$165.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
239-204-4333
WISDOM FINANCIAL PLANNING
Tampa, FL
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-254-9500
NAPLES MONEY MANAGEMENT LLC
Naples, FL
AUM
$164.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
239-261-4800
SAGACE WEALTH MANAGEMENT
St.. Petersburg, FL
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(727) 493-9700