LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, FL
AUM
$357.4M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
954-385-7812
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL
1,625 advisers found
Weston, FL
AUM
$357.4M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
954-385-7812
Pensacola, FL
AUM
$356.5M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-435-8300
Jacksonville, FL
AUM
$354.0M
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
904-448-5158
Seminole, FL
AUM
$353.4M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-750-9880
AUM
$353.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
929-647-0419
Miami, FL
AUM
$353.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-306-9494
Jupiter, FL
AUM
$353.0M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-768-9621
Delray Beach, FL
AUM
$350.5M
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-588-0132
Fort Lauderdale, FL
AUM
$349.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(786) 529-6540
Boca Raton, FL
AUM
$348.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-716-6257
Miami, FL
AUM
$348.1M
Team
113 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-693-5781
Santa Rosa Beach, FL
AUM
$347.4M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; ANNUAL RETAINER FEE
(479) 230-3113
Miami, FL
AUM
$346.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
305-423-0834
Palm Beach Gardens, FL
AUM
$346.1M
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
561-214-7901
Boca Raton, FL
AUM
$345.6M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(561) 300-3456
Clermont, FL
AUM
$345.4M
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-412-9447
Miami, FL
AUM
$345.1M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
786 753-7009
Naples, FL
AUM
$344.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
239-734-3625
AUM
$344.1M
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-929-3258
Coconut Grove, FL
AUM
$343.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
786-230-1609
Stuart, FL
AUM
$343.3M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
772-320-9658
Miami Beach, FL
AUM
$341.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
Miami, FL
AUM
$340.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
571-332-7618
Coral Gables, FL
AUM
$340.8M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(786) 646-9140