CALEO CAPITAL N.A. LLC
Ponte Vedra, FL
AUM
$111.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609 838 1245
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
GOI
Miami, FL
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
888-464-4742
ADVANCED WEALTH MANAGEMENT
Sarasota, FL
AUM
$110.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-451-8512
PRIVATE CLIENT ADVISOR GROUP, LLC
Palm City, FL
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
516-241-3934
JAKE CARRIS FINANCIAL PLANNING
Orlando, FL
AUM
$109.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-489-1186
CAPSTONE WEALTH MANAGEMENT CORP.
Lakeland, FL
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(866) 596-9886
INGRAM ADVISORY SERVICES, LLC
Winter Haven, FL
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
863-326-9833
LYONS WEALTH MANAGEMENT
Winter Park, FL
AUM
$109.1M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
407 951 8710
TOAMS FINANCIAL
Jacksonville, FL
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(904) 733-5321
NAUTILUS WEALTH ADVISORS
Indialantic, FL
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(321) 724-1888
STILLBLUE FINANCIAL PARTNERS, LLC
Jacksonville, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(904) 296-9636
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
St.. Petersburg, FL
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
727-478-8886
STONEX INTERNATIONAL ADVISORS INC
Miami, FL
AUM
$106.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-377-8008
RENEW FAMILY WEALTH
Jupiter, FL
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 406-2146
VALUE FINANCIAL ADVISERS, INC.
Orlando, FL
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-770-3030
CLOUT CAPITAL
Miami, FL
AUM
$105.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-931-8430
ASSET PLANNING CORPORATION
W. Palm Beach, FL
AUM
$104.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-689-5724
FIDUCIARY CONSULTING GROUP, INC.
Venice, FL
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-412-3451
MENDOZA PRIVATE WEALTH
Miami, FL
AUM
$101.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
305-503-5133
HAAS FINANCIAL, INC.
Sanibel, FL
AUM
$98.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(651) 328-8070
BAYTRUST WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-820-0069
OPTIMIST CAPITAL
Palm Beach Gardens, FL
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5617718077
KRIS LEWICKI & ASSOCIATES, LLC
Coral Springs, FL
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-324-3550
DRT FINANCIAL ADVISORS
Deland, FL
AUM
$94.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-734-9441