KLIMIS & ASSOCIATES ADVISORY, INC.
Palm Harbor, FL
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Fixed fees
727-785-6584
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
LANDING FINANCIAL GROUP, INC.
North Palm Beach, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
561-229-0009
LAS OLAS CAPITAL WEALTH LLC
Fort Lauderdale, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954 289 4692
LDN WEALTH, LLC
Orlando, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
(407) 567 1945
LOWRY FINANCIAL ADVISORS
Tioga, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
352-333-7990
MAVS WEALTH MANAGEMENT GROUP, LLC
St.. Petersburg, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-543-4340
MCINERNEY INVESTMENT ADVISORS
Orlando, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
407-587-2034
MOORGATE CAPITAL MANAGEMENT
Dunedin, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
224-366-7243
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-282-3486
NELSON ADVISORY SERVICES, INC.
Winter Park, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-629-6477
NON-TRADITIONAL WEALTH MANAGEMENT, LLC
Orlando, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
407-514-2671
OLEA ADVISORY SERVICES
Plantation, FL
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-414-0915
OSPREY MONEY MANAGEMENT, LLC
Titusville, FL
AUM
—
Financial Planning
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; THIRD PARTY ADVISER FEES
321-383-4005
PRESTIGE ADVISORS INC.
Sarasota, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
941-799-3300
REIK WEALTH MANAGEMENT, INC.
Lakewood Ranch, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
9413062373
RETIREMENT WEALTH ADVISORS, LLC
Cape Coral, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-288-1575
ROBERTSON ADVISORY, INC.
Deland, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
386-734-2566
ROBO ADVISOR, INC.
Lake Mary, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 474-5600
SHEARSON FINANCIAL SERVICES, LLC
Boca Raton, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
22 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-613-4727
SHEPHERDS OF CAPITAL
Clearwater, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-238-7433
SICK ADVISORY SERVICES
Boca Raton, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
786-337-0118
SIMPLEPATH WEALTH MANAGEMENT, LLC
Palm Harbor, FL
AUM
—
Financial Planning
Team
2 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
727-304-6000
SLIGHT EDGE WEALTH STRATEGIES, LLC
Jacksonville, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-483-0746
SMARTPLAN INVESTING
Juno Beach, FL
AUM
—
Financial Planning
Team
2 advisors
Clients
1-10
Fees
CO-ADVISOR FEES
561-744-9516