CYPRESS CAPITAL
Tallahassee, FL
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
850-583-5377
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
PERSONALIZED FINANCIAL SOLUTIONS LLC
Clearwater, FL
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
727-754-4401
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Boca Raton, FL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
561-391-8188
STORMS & ROWDON FINANCIAL SERVICES, INC.
Ormond Beach, FL
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(386) 677-0191
DOUGHERTY INVESTMENT ADVISORS
Spring Hill, FL
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(352) 238-6411
CHIPSER WEALTH MANAGEMENT, LLC
Destin, FL
AUM
$140.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(850) 424-6330
RUGGIERO INVESTMENTS
West Palm Beach, FL
AUM
$137.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 777-4726
AVENTUS INVESTMENT ADVISORS, INC.
Naples, FL
AUM
$136.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
239-673-0020
LUMA CAPITAL
Naples, FL
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-659-2888
FR FINANCIAL ADVISORS LLC
Coral Springs, FL
AUM
$135.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-755-0222
SPARROW WEALTH MANAGEMENT
Orlando, FL
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 330-9191
RED REEF ADVISORS LLC
Boca Raton, FL
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-400-3285
TRIPLETAIL WEALTH MANAGEMENT
Orlando, FL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
407-286-4072
PROPER WEALTH
Tallahassee, FL
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(850) 972-9725
1ST DISCOUNT BROKERAGE, INC.
Lake Worth, FL
AUM
$131.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-515-3200
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
860-659-8299
STERLING BRIDGE FINANCIAL GROUP LLC
Palm Harbor, FL
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(727) 250-4130
DMK ADVISOR GROUP, INC.
Lutz, FL
AUM
$130.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-996-6100
SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737
SAFE HARBOR FIDUCIARY, LLC
Pensacola, FL
AUM
$129.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-435-4844
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
MACLENDON WEALTH MANAGEMENT, LLC
Delray Beach, FL
AUM
$129.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 293-3520
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