PRUDENT FINANCIAL PLANNING
Naples, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(239) 230-0395
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
AUM
$15.6M
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES AND A PERCENTAGE OF ASSETS UNDER CONSULTATION
239-434-7500
THE JAFFEE FINANCIAL GROUP, INC.
Cooper City, FL
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
954-430-5855
OCALA CAPITAL, LLC
Ocala, FL
AUM
$15.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
352-369-0014
FENDZ ASSET MANAGEMENT, INC.
Coral Gables, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
305-562-1944
RFM INVESTMENT ADVISOR
Boca Raton, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-451-9990
MASH FINANCIAL PLANNING
Jacksonville, FL
AUM
$13.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
904-449-7600
JLP INVESTMENTS
Jacksonville, FL
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
904-634-7780
369 FINANCIAL LLC
Jacksonville, FL
AUM
$12.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9047469485
HARVEY & COMPANIES, INC.
St.. Petersburg, FL
AUM
$12.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
727-867-1000
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
S.MART ADVISING INC
Tampa, FL
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
813-438-6515
HENLEY ADVISORS, LLC
Lakeland, FL
AUM
$6.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · THIRD PARTY ADVISOR FEES +1 more
863-797-4996
WARWICK SHORE ADVISORS, LLC
Orlando, FL
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 440-3642
STRIVE RETIREMENT GROUP
Daytona Beach, FL
AUM
$6.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-357-0123
BASILE FINANCIAL GROUP, INC.
Palm Harbor, FL
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-900-7068
LOCAL WEALTH ADVISORS
Naples, FL
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
239-422-5454
UNDA FINANCIAL AND CONSULTING LLC
Palmetto Bay, FL
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
786-200-9948
KUYRKENDALL CAPITAL
Palm Beach Gardens, FL
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(772) 919-5768
POLYMATH FINANCIAL, LLC
Orlando, FL
AUM
$4.3M
Financial PlanningRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-492-9089
TORO FINANCIAL ADVISORS
Winter Park, FL
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
321-229-2268
GUNN FINANCIAL ADVISORS, LLC
Safety Harbor, FL
AUM
$4.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-575-0575
ASSURITY WEALTH MANAGEMENT
Bradenton, FL
AUM
$3.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-739-5006
ONESOURCE WEALTH ADVISORS
Vero Beach, FL
AUM
$3.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-895-1222