FINANCIAL LIFE DESIGNS LLC
Lake Mary, FL
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-590-9372
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
FINANCIAL PLANNING PROFESSIONALS, INC.
Stuart, FL
AUM
$36.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
772-229-9003
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
Tarpon Springs, FL
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
727-474-0382
BROAD REACH WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
941-306-4621
EMINENCE WEALTH MANAGEMENT INC.
Orlando, FL
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
407-572-8244
OAKMONTE WEALTH MANAGEMENT
Orlando, FL
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
407-412-9255
SENTINEL WEALTH INC
Bonita Springs, FL
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(239) 948-0314
BISHOP CAPITAL ADVISORS LLC
Boca Raton, FL
AUM
$33.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
561-948-6500
PERSONAL ASSET MANAGEMENT
St. Petersburg, FL
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
727-360-4499
PLATINUM PLANNING, INC.
Sarasota, FL
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-444-5260
PUREPATH WEALTH MANAGEMENT
Land O' Lakes, FL
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
727-834-2000
ALPHA ADVISORS, LLC
Lakeland, FL
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-665-8888
CARDINAL WEALTH MANAGEMENT
Naples, FL
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-215-1114
NATHAN G. HANNA, LLC
Palm Harbor, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
727-773-2988
VIM WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-905-8950
IPLAN
Winter Haven, FL
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
202-600-9605
HURLEY WEALTH MANAGEMENT GROUP, INC
Oakland, FL
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 483-9044
LIBERTY ADVISORY GROUP, INC.
Ponte Vedra Beach, FL
AUM
$28.8M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(904) 834-3544
MEEKS CAPITAL LLC
Winter Park, FL
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-494-5439
FARMAND INVESTMENT SERVICES, INC.
Jacksonville, FL
AUM
$28.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES
904-396-6838
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
Gainesville, FL
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-373-7505
COUTURE FINANCIAL INC.
Sarasota, FL
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
941-366-3551
ADVANCED TAX & INVESTMENTS, INC.
Orlando, FL
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-595-2084
GOAR, ENDRISS & WALKER, P.A.
Sarasota, FL
AUM
$26.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; RETAINER
941-366-6380