GORDON ASSET MANAGEMENT LLC
West Palm Beach, FL
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
512-482-9600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
VELARIS WEALTH MANAGEMENT
Orlando, FL
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
786-657-1584
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
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Palm Harbor, FL
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-281-2882
REALITY FINANCIAL PLANNING SERVICES, LLC
Sarasota, FL
AUM
$125.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(941) 366-5700
SUNDIAL WEALTH LLC
Boca Raton, FL
AUM
$125.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-302-4371
MAR WEALTH MANAGEMENT SERVICES, LLC
West Palm Beach, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-708-6285
CENTRUS FINANCIAL STRATEGIES
Orlando, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-779-4592
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
CARDEA CAPITAL ADVISORS, LLC
Vero Beach, FL
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
770-977-7779
RALL CAPITAL MANAGEMENT, INC.
Rockledge, FL
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
321-452-1251
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
RESNICK WEALTH ALLIANCE, LLC
Palm Beach Gardens, FL
AUM
$121.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-453-1120
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
INTELLICAPITAL ADVISORS LLC
Ponte Vedra, FL
AUM
$118.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-438-1958
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
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
CAMBRIA WEALTH MANAGEMENT
Sarasota, FL
AUM
$115.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(941) 444-1120
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