AK INVESTING
Sarasota, FL
AUM
$25.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
847-220-3989
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC
Jupiter, FL
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-295-3483
COMMONCENTS WEALTH ADVISORS, LLC
New Port Richey, FL
AUM
$25.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-376-7100
LONGVIEW, INC.
Longwood, FL
AUM
$24.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-260-6999
D2 CAPITAL MANAGEMENT
Jacksonville, FL
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-248-9871
CALIBER WEALTH ADVISORY
Tampa, FL
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(813) 819-3400
22 SEVEN WEALTH MANAGEMENT INC
Panama City, FL
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
850-960-2207
ECHELON VIRTUAL FAMILY OFFICE, LLC
Sarasota, FL
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(888) 892-9882
BLUE OCEAN WEALTH MANAGEMENT, LLC
Clearwater, FL
AUM
$23.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
727-243-3030
BLUE JASPER CAPITAL LLC
Clermont, FL
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 204-0147
HYGGE ADVISORS, LLC
St.. Petersburg, FL
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(727) 344-9160
EMERGENT GLOBAL INVESTMENTS
Coral Gables, FL
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
305-203-2322
TRIUMPH PRIVATE WEALTH
Orlando, FL
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-900-4802
GLOBALINVEST FINANCIAL SERVICES, INC.
Coral Gables, FL
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
786-536-4075
FAMILY AND MONEY MATTERS
Coral Gables, FL
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-432-3000
POLLEY WEALTH MANAGEMENT LLC
Orlando, FL
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 337-1085
FORTUNA INVESTORS LLC
Jupiter, FL
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
1 (646) 538-1949
SORSBY FINANCIAL CORP
Bonita Springs, FL
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-751-0469
GUITIAN WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-389-7297
ZENIKI WEALTH
Tampa, FL
AUM
$20.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-290-8278
MULTUS ASSET MANAGEMENT
Coral Gables, FL
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
786-584-6170
DUNAMIS CAPITAL CONSULTING, LLC
Wellington, FL
AUM
$19.3M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-318-8730
LUMINARY FINANCIAL ADVISORS, LLC
Cocoa Beach, FL
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
(321)333-4923
DAVIES WEALTH MANAGEMENT LLC
Stuart, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-353-6198