SENTINEL WEALTH INC
Bonita Springs, FL
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(239) 948-0314
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
ALPHA ADVISORS, LLC
Lakeland, FL
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-665-8888
CARDINAL WEALTH MANAGEMENT
Naples, FL
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-215-1114
VIM WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-905-8950
HURLEY WEALTH MANAGEMENT GROUP, INC
Oakland, FL
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 483-9044
HIGHSTREET FINANCIAL, LLC
Tampa, FL
AUM
$29.7M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-910-2500
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
Gainesville, FL
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-373-7505
COUTURE FINANCIAL INC.
Sarasota, FL
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
941-366-3551
AK INVESTING
Sarasota, FL
AUM
$25.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
847-220-3989
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
Jupiter, FL
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-295-3483
CALIBER WEALTH ADVISORY
Tampa, FL
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(813) 819-3400
22 SEVEN WEALTH MANAGEMENT INC
Panama City, FL
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
850-960-2207
BLUE OCEAN WEALTH MANAGEMENT, LLC
Clearwater, FL
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
727-243-3030
HYGGE ADVISORS, LLC
St.. Petersburg, FL
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(727) 344-9160
TRANSPARENZA ADVISORS LLC
Miami, FL
AUM
$23.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
786-702-0078
SORSBY FINANCIAL CORP
Bonita Springs, FL
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-751-0469
GUITIAN WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-389-7297
COASTAL WEALTH ADVISORY SERVICES, LLC
Lake Mary, FL
AUM
$20.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
407-878-3424
DUNAMIS CAPITAL CONSULTING, LLC
Wellington, FL
AUM
$19.3M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-318-8730
SOUND FINANCIAL SOLUTIONS LLC
Melbourne, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
321-984-2152
THE RETIREMENT READINESS INSTITUTE
Boca Raton, FL
AUM
$18.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-296-3331
BRICKELL FINANCIAL GROUP LLC
Miami, FL
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-602-2402
HIGHRISE WEALTH MANAGEMENT
Miami, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(786) 370-6125
INTEGRATED RETIREMENT ADVISORS, LLC
West Palm Beach, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-889-0550