MODERN PORTFOLIO CONSULTANTS, LLC
Naples, FL
AUM
$1.20B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
2393596400
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
ROSSBY FINANCIAL, LLC
Melbourne, FL
AUM
$854.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
321-209-0111
Full profileNo website
DAHER CAPITAL GROUP, LLC
Jupiter, FL
AUM
$490.0M
Wealth MgmtRetirement
Team
1 employees
Clients
—
Fees
Percentage of AUM; Fixed fees
561-422-0160
Full profileNo website
FINANCIAL ADVISORY PARTNERS, LLC
Winter Park, FL
AUM
$377.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-478-6314
Full profileNo website
AUM
$373.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-253-9333
Full profileNo website
CIC, LLC
Marco Island, FL
AUM
$299.8M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(212) 359-0959
Full profileNo website
WIN ADVISORS, INC
Palm Beach Gardens, FL
AUM
$266.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-472-2000
Full profileNo website
YANDELL INVESTMENTS, LLC
Orlando, FL
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-898-5777
Full profileNo website
PARADY WEALTH MANAGEMENT
The Villages, FL
AUM
$145.7M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
352-674-3911
Full profileNo website
AUM
$114.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISOR FEES
305-912-7022
Full profileNo website
SERVATUS CAPITAL
Naples, FL
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
314-750-1167
Full profileNo website
MONTELLO WEALTH MANAGEMENT, INC.
Palm Beach Gardens, FL
AUM
$108.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(561) 222-3305
Full profileNo website
NORTHEAST CAPITAL MANAGEMENT, INC.
Coral Gables, FL
AUM
$105.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-207-6000
Full profileNo website
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
Orlando, FL
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-484-3819
Full profileNo website
CAPSTONE INVESTMENT MANAGEMENT LLC
Palm Coast, FL
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
386-202-4498
Full profileNo website
EBER CAPITAL MANAGEMENT
Coral Gables, FL
AUM
$90.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-669-1460
Full profileNo website
ZURAW FINANCIAL
Delray Beach, FL
AUM
$70.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-272-7317
Full profileNo website
CAPITAL ASSET ADVISORY, INC.
Jacksonville, FL
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-997-1221
Full profileNo website
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
321-636-5858
Full profileNo website
SAPPHIRE WEALTH CONSULTING, INC.
Ponte Vedra Beach, FL
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-728-2769
Full profileNo website
BLUE LINE CAPITAL ADVISORS
Palm Beach Gardens, FL
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-385-4131
Full profileNo website
JKM WEALTH MANAGEMENT INC
Boca Raton, FL
AUM
$44.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(561) 213-1399
Full profileNo website
PEAK WEALTH GROUP LLC
St.. Augustine, FL
AUM
$44.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-679-4586
Full profileNo website
STRATEGIC ASSET PLANNING
Gainesville, FL
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8635213035
Full profileNo website