LIFECRAFT WEALTH MANAGEMENT
Sunrise, FL
AUM
$72.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
954-384-5292
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
BURKART FINANCIAL GROUP, INC.
St.. Petersburg, FL
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(727) 459-7744
PELICAN WEALTH ADVISORS, LLC
Bonita Springs, FL
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-985-4097
PRINCETON ASSET MANAGEMENT, LLC
Boca Raton, FL
AUM
$71.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-528-1356
BLUESKYE INVESTMENT ADVISERS, LLC
Orlando, FL
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
321-266-4360
MOSS & COMPANY, P.A.
Maitland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
407-478-6400
ICEBRIDGE FINANCIAL GROUP
Boca Raton, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-778-5060
HURLBURT FINANCIAL
Lakeland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
SUB-ADVISOR FEES
863-701-9717
ATLAS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-717-9039
CLEAR HARBOR WEALTH MANAGEMENT
Destin, FL
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(850) 687-3384
KEY CAPITAL ADVISORS, INC.
Miami, FL
AUM
$69.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305 302 0919
CLIENT FOCUSED FINANCIAL
Saint Petersburg, FL
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
609-439-1687
ADVANCED INVESTMENT MANAGEMENT LLC
Naples, FL
AUM
$69.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
239-455-1115
PROSPERITUS WEALTH ADVISORS
Coral Springs, FL
AUM
$69.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954 400-1470
EDWARDS FINANCIAL SERVICES
Winter Park, FL
AUM
$69.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
407-678-9400
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
Deerfield Beach, FL
AUM
$68.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-571-2020
STRUCTURE WEALTH PARTNERS LLC
Orlando, FL
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-739-5094
WALTERS STRATEGIC ADVISORS, LLC
Sarasota, FL
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
941-366-4450
INTEGRITT WEALTH MANAGEMENT, LLC
Stuart, FL
AUM
$67.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
772-266-2160
CARL DOMINO INC.
West Palm Beach, FL
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-833-2882
COASTAL WAY FINANCIAL GROUP, LLC
West Palm Beach, FL
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-328-2759
ISGAM US LLC
West Palm Beach, FL
AUM
$66.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-779-5913
LEGACY FAMILY OFFICE, LLC
Bonita Springs, FL
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Fixed fees
239-949-1982
CELA WEALTH MANAGEMENT
Miami, FL
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-667-8123