AVENTAIL WEALTH MANAGEMENT, LLC
Winter Haven, FL
AUM
$49.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
863-333-1927
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
CPA INVESTMENT SOLUTIONS, INC.
Sarasota, FL
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-923-1831
SWAN RETIREMENT STRATEGIES
Sarasota, FL
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 271-9005
HALE & DOERR WEALTH MANAGEMENT LLC
Gulf Breeze, FL
AUM
$47.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
850-934-4288
PELORUS FINANCIAL, LLC
Trinity, FL
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(727) 287-4892
SICKLE HUNTER FINANCIAL ADVISORS
Tampa, FL
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8133216423
AMERICAN FAMILY LEGACY GROUP
Tampa, FL
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-245-8340
STAR WEALTH ADVISORS
Boca Raton, FL
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-201-7331
ADVISE FINANCIAL
Boca Raton, FL
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(561) 45482-84
IQ PORTFOLIOS
Windermere, FL
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-558-7969
DELGADO PRIVATE WEALTH MANAGEMENT LLC
Naples, FL
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-422-5466
RETIREMENT MONEY MANAGEMENT
Sarasota, FL
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
941-955-2099
FERRIS WHEEL FINANCE, INC.
Venice, FL
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-483-3600
FORMATION WEALTH MANAGEMENT
Ponte Vedra Beach, FL
AUM
$41.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
904-395-5636
CPA GROUP INVESTMENT MANAGEMENT, LLC
Panama City, FL
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
850-769-9491
CAMERONDOWNING, INC.
Miami, FL
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(305) 564-3794
LENTZ ADVISORS
Gainesville, FL
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
352-375-5283
PATH FINANCIAL, LLC
Sarasota, FL
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-350-7904
B1 FINANCIAL
Aventura, FL
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
954-736-4699
PRIVILEGED PLANNING INC.
Green Cove Springs, FL
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-217-5481
FRESH BREAD INVESTMENTS, LLC
Weston, FL
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-283-8332
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
TRUE LIFE WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(800) 683-7343
JB MERIDIAN ADVISORS, LLC
Clermont, FL
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 398-0051