DELGADO PRIVATE WEALTH MANAGEMENT LLC
Naples, FL
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-422-5466
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
RETIREMENT MONEY MANAGEMENT
Sarasota, FL
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
941-955-2099
FERRIS WHEEL FINANCE, INC.
Venice, FL
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-483-3600
FORMATION WEALTH MANAGEMENT
Ponte Vedra Beach, FL
AUM
$41.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
904-395-5636
CPA GROUP INVESTMENT MANAGEMENT, LLC
Panama City, FL
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
850-769-9491
AUM
$40.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
973-887-7698
CAMERONDOWNING, INC.
Miami, FL
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(305) 564-3794
LENTZ ADVISORS
Gainesville, FL
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
352-375-5283
FIERCE FINANCIAL GROUP LLC
Miami Beach, FL
AUM
$40.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
+13057998555
PATH FINANCIAL, LLC
Sarasota, FL
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-350-7904
B1 FINANCIAL
Aventura, FL
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
954-736-4699
PRIVILEGED PLANNING INC.
Green Cove Springs, FL
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-217-5481
FRESH BREAD INVESTMENTS, LLC
Weston, FL
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-283-8332
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
TRUE LIFE WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(800) 683-7343
JB MERIDIAN ADVISORS, LLC
Clermont, FL
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 398-0051
ZINK WEALTH SOLUTIONS LLC
Miami, FL
AUM
$38.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-753-4115
FINANCIAL LIFE DESIGNS LLC
Lake Mary, FL
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
407-590-9372
POWELL WEALTH
Tampa, FL
AUM
$37.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
813 245 2227
FINANCIAL PLANNING PROFESSIONALS, INC.
Stuart, FL
AUM
$36.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
772-229-9003
BIONIC CAPITAL
St.. Petersburg, FL
AUM
$36.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-734-8500
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
Tarpon Springs, FL
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
727-474-0382
BROAD REACH WEALTH MANAGEMENT, LLC
Sarasota, FL
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
941-306-4621
EMINENCE WEALTH MANAGEMENT INC.
Orlando, FL
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
407-572-8244