CLARK PRIVATE WEALTH, LLC
Miami, FL
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(913) 963-9757
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
DIAS WEALTH, LLC
Lake Mary, FL
AUM
$8.4M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-926-0936
NOBLE WEALTH
Zephryhills, FL
AUM
$8.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(813)-395-8927
FALLENBAUM CPA & ADVISORS, LLC
Plantation, FL
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-615-4272
GERMANA CAPITAL LLC
Miami, FL
AUM
$7.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-888-6886
S.MART ADVISING INC
Tampa, FL
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
813-438-6515
WOMAN TO WOMAN FINANCIAL
Jacksonville, FL
AUM
$6.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-753-5250
J.P. AUBRY WEALTH ADVISORS, LLC
Orlando, FL
AUM
$6.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(407) 496-4097
FLORIO WEALTH MANAGEMENT, LLC
Seminole, FL
AUM
$6.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Commissions
(513) 388-6303
MCCLOSKEY & ASSOCIATES, P.A.
Melbourne, FL
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-541-1262
WARWICK SHORE ADVISORS, LLC
Orlando, FL
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(407) 440-3642
BLUEPRINT CAPITAL GROUP LLC
Casseleberry, FL
AUM
$6.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
407-800-4696
STRIVE RETIREMENT GROUP
Daytona Beach, FL
AUM
$6.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-357-0123
MINDIE MOLINA INVESTMENTS, LLC
Stuart, FL
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-729-2778
WEALTH & BUSINESS PLANNING GROUP, LLC
Maitland, FL
AUM
$6.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
407-622-6669
IQ RETIREMENT PORTFOLIOS LLC
St.. Petersburg, FL
AUM
$5.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
18003251833
BLUE MARLIN ADVISORS, LLC
West Palm Beach, FL
AUM
$5.7M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(407) 498-5778
BASILE FINANCIAL GROUP, INC.
Palm Harbor, FL
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-900-7068
LOCAL WEALTH ADVISORS
Naples, FL
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
239-422-5454
GREENBERG FINANCIAL GROUP
Boynton Beach, FL
AUM
$5.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
561-738-6464
CAMPOS FINANCIAL
Miami, FL
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(305) 874-7480
UNDA FINANCIAL AND CONSULTING LLC
Palmetto Bay, FL
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
786-200-9948
KUYRKENDALL CAPITAL
Palm Beach Gardens, FL
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(772) 919-5768
SIKES FINANCIAL SERVICES, LLC
Boca Raton, FL
AUM
$4.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(561) 529-9191