LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Bradenton, FL
AUM
$156.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
941-914-9422
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
401K GENERATION
Altamonte Springs,, FL
AUM
$156.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 998-5879
UNIFY FINANCIAL ADVISORS
Clearwater, FL
AUM
$155.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
727-306-0299
BRIA CAPITAL GROUP, LLC
Wesley Chapel, FL
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-448-1122
MAGGI INVESTMENT SERVICES, LLC
Oldmar, FL
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
727-799-1701
AMERICAN ASSET MANAGEMENT INC.
Boca Raton, FL
AUM
$153.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
561-955-8500
BALANZ
Coral Gables, FL
AUM
$152.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786 292-7009
CRAMER & RAUCHEGGER, INC.
Maitland, FL
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
407-645-4433
UNIFIED WEALTH MANAGEMENT LLC
Oldsmar, FL
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
727-216-8051
AUREUM WEALTH MANAGEMENT, LLC
North Palm Beach, FL
AUM
$150.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 209-1120
CLARITY FINANCIAL ADVISORS LLC
St.. Petersburg, FL
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(816) 786-5031
FUND ADVISORS OF AMERICA INC
Orlando, FL
AUM
$149.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
407-667-4729
GUARDANT WEALTH ADVISORS
Miami, FL
AUM
$149.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
305-845-7511
EDMP, INC.
Lutz, FL
AUM
$147.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-960-9600
ENTELEVEST, LLC
Coral Gables, FL
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-390-4197
WEALTHGEN ADVISORS, LLC
Sarasota, FL
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(941) 706-4151
MANNA WEALTH MANAGEMENT
Miami Beach, FL
AUM
$146.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
305-306-7107
SPYRNAL FINANCIAL GROUP
Bokeelia, FL
AUM
$145.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
239.282.2835
JAMES I. BLACK & COMPANY
Lakeland, FL
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
863-686-4163
CYPRESS CAPITAL
Tallahassee, FL
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
850-583-5377
PERSONALIZED FINANCIAL SOLUTIONS LLC
Clearwater, FL
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
727-754-4401
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Boca Raton, FL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
561-391-8188
STORMS & ROWDON FINANCIAL SERVICES, INC.
Ormond Beach, FL
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(386) 677-0191
DOUGHERTY INVESTMENT ADVISORS
Spring Hill, FL
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(352) 238-6411