STEWARDSHIP MATTERS
Maitland, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-644-9411
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
SYMPHONY FINANCIAL TEAM
Lake Mary, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(407) 792-5576
TAPA PRIVATE WEALTH INC.
Key West, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-767-3870
TEN SEVEN CAPITAL
Naples, FL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-866-8634
THE DRISCOLL GROUP, INC.
Jacksonville, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
904-620-9993
TORING FINANCIAL ADVISORS, INC.
Palm Harbor, FL
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-741-4186
TRILLIUM WEALTH LLC
Winter Park, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
321-295-8492
TRUE PATH FINANCIAL LLC
Sarasota, FL
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941 867-4745
VERONA ADVISERS
Kissimmee, FL
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees
4079900568
W.H. FINANCIAL SERVICES, INC.
Stuart, FL
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees; SHARES IN 3RD PARTY ADVISORY FEES/PORTFOLIO ANALYSIS (MRI) FEE
(772) 233-4437
WEALTH GROUP, INC.
Delray Beach, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; SHARE IN FEES PAID TO OTHER MONEY MANAGERS
5612795153
WEALTH SOLUTIONS USA, LLC
Madrid, FL
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
34 91 561 3420
WEALTH WITH WISDOM ADVISORS, INC.
Palm Beach Gardens, FL
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
561-799-9778
WELLS INVESTMENTS, INC.
Winter Haven, FL
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-294-3361
L 1 GLOBAL WEALTH LLC
Coconut Grove, FL
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
305-848-3411
Full profileNo website
ROSSBY FINANCIAL, LLC
Melbourne, FL
AUM
$854.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
321-209-0111
Full profileNo website
LIGHTHOUSE FINANCIAL
Saint Petersburg, FL
AUM
$755.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
727-490-5797
Full profileNo website
AFFILIATED PRIVATE INVESTORS LLC
West Palm Beach, FL
AUM
$533.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
5613188710
Full profileNo website
GREENBRIDGE PARTNERS LLC
Lakeland, FL
AUM
$433.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
863-688-5938
Full profileNo website
FINANCIAL ADVISORY PARTNERS, LLC
Winter Park, FL
AUM
$377.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-478-6314
Full profileNo website
BLACKRIDGE ASSET MANAGEMENT, LLC
Jupiter, FL
AUM
$370.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
561-641-5050
Full profileNo website
INTEGRATED FINANCIAL STRATEGIES, LLC
Fort Lauderdale, FL
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
954-526-8339
Full profileNo website
WIN ADVISORS, INC
Palm Beach Gardens, FL
AUM
$266.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-472-2000
Full profileNo website
YANDELL INVESTMENTS, LLC
Orlando, FL
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-898-5777
Full profileNo website