KAHN FINANCIAL GROUP
Clearwater, FL
AUM
$122.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
727-797-5551
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
ARBALPHA
Miami, FL
AUM
$121.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
786-374-2620
Full profileNo website
VELTRIA ADVISORS CORP.
Miami, FL
AUM
$113.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(305) 318-7172
Full profileNo website
SERVATUS CAPITAL
Naples, FL
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
314-750-1167
Full profileNo website
MONTELLO WEALTH MANAGEMENT, INC.
Palm Beach Gardens, FL
AUM
$108.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(561) 222-3305
Full profileNo website
OMNITRUST WEALTH MANAGEMENT, INC.
Jacksonville, FL
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
904-619-4351
Full profileNo website
SHAW FINANCIAL SOLUTIONS LLC
Coral Gables, FL
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-443-1706
Full profileNo website
WELLS GLOBAL INVESTMENT ADVISERS LLC
Winter Haven, FL
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
863-294-3361
Full profileNo website
AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
Orlando, FL
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-484-3819
Full profileNo website
CAPSTONE INVESTMENT MANAGEMENT LLC
Palm Coast, FL
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
386-202-4498
Full profileNo website
ALPHAQ ADVISORS
Winter Park, FL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
407-982-4550
Full profileNo website
ZEST
Miami, FL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
3053946486
Full profileNo website
TRAVER FINANCIAL CONSULTING NETWORK PA
Lakewood Ranch, FL
AUM
$88.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
917-576-0308
Full profileNo website
ACHIEVING VERITAS LLC
St.. Augustine, FL
AUM
$70.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
904-471-6444
Full profileNo website
ZURAW FINANCIAL
Delray Beach, FL
AUM
$70.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-272-7317
Full profileNo website
CAPITAL ASSET ADVISORY, INC.
Jacksonville, FL
AUM
$60.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-997-1221
Full profileNo website
MUTUAL TRUST ASSET MGMT., INC.
Tampa, FL
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
813-264-0440
Full profileNo website
BUCKLEY FINANCIAL GROUP
Daytona Beach, FL
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
386-238-3382
Full profileNo website
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
321-636-5858
Full profileNo website
SAPPHIRE WEALTH CONSULTING, INC.
Ponte Vedra Beach, FL
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-728-2769
Full profileNo website
BLUE LINE CAPITAL ADVISORS
Palm Beach Gardens, FL
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-385-4131
Full profileNo website
JKM WEALTH MANAGEMENT INC
Boca Raton, FL
AUM
$44.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(561) 213-1399
Full profileNo website
PEAK WEALTH GROUP LLC
St.. Augustine, FL
AUM
$44.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
904-679-4586
Full profileNo website
MAINLAND FINANCIAL
Sarasota, FL
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
941-306-3020
Full profileNo website