ASSET MANAGEMENT FINANCIAL SERVICES INC.
Clearwater, FL
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-216-8525
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
LONGMAN WEALTHCARE MANAGEMENT, LLC
Miami, FL
AUM
$78.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
305-892-8598
VECTORWEALTH
Tampa, FL
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
813-578-4658
AARON BRASK CAPITAL
Lake Worth Beach, FL
AUM
$77.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 972-7165
GULFCOAST FINANCIAL SERVICES, INC.
Lake City, FL
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
386-755-9018
POPE WEALTH MANAGEMENT
Lakewood Ranch, FL
AUM
$76.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
941-800-5955
SARASOTA CAPITAL STRATEGIES,INC.
Osprey, FL
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-918-2255
RONALD GELOK & ASSOCIATES, LLC
Naples, FL
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(800) 467-8152
PONTE VEDRA WEALTH
Ponte Vedra Beach, FL
AUM
$74.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
904-280-0771
FARNSLEY WEALTH MANAGEMENT, LLC
Port St.. Joe, FL
AUM
$72.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-227-3336
LIFECRAFT WEALTH MANAGEMENT
Sunrise, FL
AUM
$72.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-384-5292
BURKART FINANCIAL GROUP, INC.
St.. Petersburg, FL
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(727) 459-7744
CLOCKWISE CAPITAL LLC
Miami, FL
AUM
$71.5M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
(305) 200-8800
PELICAN WEALTH ADVISORS, LLC
Bonita Springs, FL
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-985-4097
MOSS & COMPANY, P.A.
Maitland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
407-478-6400
ICEBRIDGE FINANCIAL GROUP
Boca Raton, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-778-5060
HURLBURT FINANCIAL
Lakeland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
SUB-ADVISOR FEES
863-701-9717
ATLAS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-717-9039
CLEAR HARBOR WEALTH MANAGEMENT
Destin, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(850) 687-3384
CLIENT FOCUSED FINANCIAL
Saint Petersburg, FL
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-439-1687
PROSPERITUS WEALTH ADVISORS
Coral Springs, FL
AUM
$69.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954 400-1470
EDWARDS FINANCIAL SERVICES
Winter Park, FL
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
407-678-9400
STRUCTURE WEALTH PARTNERS LLC
Orlando, FL
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-739-5094
WALTERS STRATEGIC ADVISORS, LLC
Sarasota, FL
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
941-366-4450