ROSCHMAN CAPITAL ADVISORS, LLC
Fort Lauderdale, FL
AUM
$1.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
954-343-2466
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
FIA SERVICES, INC.
Navarre, FL
AUM
$1.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
850-934-2832
RC PRIVATE WEALTH, LLC
Miami, FL
AUM
$1.2M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
786-574-2367
INSIGHT FAMILY FINANCIAL
Sarasota, FL
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-304-4559
BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.
Melbourne, FL
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-244-9100 & 631-498-4560
COHEN, STEVEN J CFA
St. Petersburg, FL
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
+1 727 371 0750
ROCKFLEET FINANCIAL SERVICES, INC.
Sarasota, FL
AUM
$956K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-909-4489
PINDER FINANCIAL, LLC
Jupiter, FL
AUM
$700K
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-635-3022
GBS GROUP
Miramar, FL
AUM
$462K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
954-231-3249
ARKHE WEALTH MANAGEMENT
Miami, FL
AUM
$410K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
1-786-821-9044
STEWART WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$343K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-325-5115
MOZELLA ASSET MANAGEMENT
St.. Petersburg, FL
AUM
$313K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7272805685
BLUE COMPASS WEALTH MANAGEMENT, LLC
Brandon, FL
AUM
$247K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
813-344-1784
JP LAW AND WEALTH ADVISORS PLLC
Maitland, FL
AUM
$201K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Fixed fees
407-990-9468
TACTICAL FINANCIAL PLANNING INC
Malabar, FL
AUM
$158K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
3214786057
DAS WEALTH MANAGEMENT
Orlando, FL
AUM
$105K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
—
Fees
Hourly charges
904-423-6860
FINANCIAL CONNECTION, INC
Boca Raton, FL
AUM
$94K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
561-372-6000
SMAART LLC
Hialeah, FL
AUM
$85K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
3058193675
GALVEZ FINANCIAL LLC
Parrish, FL
AUM
$68K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
(415) 385-1484
GRAYTON BEACH CAPITAL, LLC
Miami, FL
AUM
$28K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-928-1942
GUARDANT WEALTH ADVISORS LLC
Miami, FL
AUM
$18K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
305-845-7511
CARBON WEALTH MANAGEMENT
Tampa, FL
AUM
$5K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(813) 281-1800
ALTERNATIVE FINANCE LLC
Coral Gables, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
9548211354
ASSOCIATED INVESTOR SERVICES, INC.
Ft.. Lauderdale, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
954-983-5600