SOUND FINANCIAL SOLUTIONS LLC
Melbourne, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
321-984-2152
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
STEIN FINANCIAL LLC
Miramar Beach, FL
AUM
$18.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-737-4752
BRICKELL FINANCIAL GROUP LLC
Miami, FL
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-602-2402
LULLA WEALTH FINANCIAL
Vero Beach, FL
AUM
$17.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-257-9803
HIGHRISE WEALTH MANAGEMENT
Miami, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(786) 370-6125
NEW ERA ADVISORY
Orlando, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
407-440-4306
INTEGRATED RETIREMENT ADVISORS, LLC
West Palm Beach, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-889-0550
PRUDENT FINANCIAL PLANNING
Naples, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(239) 230-0395
OAK BROOK ADVISORS, LLC
Lakewood Ranch, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-376-6161
SILVA FIDUCIARY ADVISORS
Daytona Beach, FL
AUM
$16.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
386-212-9796
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
321-735-9872
THE ART AND SCIENCE OF SUCCESSFUL PLANNING
Ft.. Myers, FL
AUM
$15.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-489-0084
AUM
$15.6M
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES AND A PERCENTAGE OF ASSETS UNDER CONSULTATION
239-434-7500
GREAT WEALTH INVESTMENTS
Boca Raton, FL
AUM
$15.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
347-375-7100
THE JAFFEE FINANCIAL GROUP, INC.
Cooper City, FL
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
954-430-5855
OT ADVISORS LLC
Boca Raton, FL
AUM
$15.2M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
855-994-4773
OCALA CAPITAL, LLC
Ocala, FL
AUM
$15.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
352-369-0014
FENDZ ASSET MANAGEMENT, INC.
Coral Gables, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
305-562-1944
BFA WEALTH MANAGEMENT
Boca Raton, FL
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
26-50
Fees
Percentage of AUM
774-696-0305
RARIDEN INVESTMENT ADVISORS, LLC
Oviedo, FL
AUM
$14.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
407.542.5988
STARKEL WEALTH ADVISORS, LLC
Sarasota, FL
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
417-708-7400
CENTURY BUSINESS & FINANCIAL SERVICES
Longboat Key, FL
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-786-2412
PERSONAL WEALTH PLANNING, LLC
Hollywood, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
954-985-3555
RFM INVESTMENT ADVISOR
Boca Raton, FL
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-451-9990