FORTUNA INVESTORS LLC
Jupiter, FL
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
1 (646) 538-1949
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
SORSBY FINANCIAL CORP
Bonita Springs, FL
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-751-0469
ROLLINGWAVE CAPITAL
Palm Beach Gardens, FL
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5615711981
GUITIAN WEALTH MANAGEMENT, LLC
Coral Gables, FL
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-389-7297
ZENIKI WEALTH
Tampa, FL
AUM
$20.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-290-8278
COASTAL WEALTH ADVISORY SERVICES, LLC
Lake Mary, FL
AUM
$20.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
407-878-3424
MULTUS ASSET MANAGEMENT
Coral Gables, FL
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
786-584-6170
DUNAMIS CAPITAL CONSULTING, LLC
Wellington, FL
AUM
$19.3M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-318-8730
HERITAGE FINANCIAL ADVISORY, LLC
Jacksonville, FL
AUM
$19.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
904-528-7777
LUMINARY FINANCIAL ADVISORS, LLC
Cocoa Beach, FL
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
(321)333-4923
DAVIES WEALTH MANAGEMENT LLC
Stuart, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-353-6198
SOUND FINANCIAL SOLUTIONS LLC
Melbourne, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
321-984-2152
STEIN FINANCIAL LLC
Miramar Beach, FL
AUM
$18.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
850-737-4752
BRICKELL FINANCIAL GROUP LLC
Miami, FL
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
305-602-2402
LULLA WEALTH FINANCIAL
Vero Beach, FL
AUM
$17.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-257-9803
HIGHRISE WEALTH MANAGEMENT
Miami, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(786) 370-6125
NEW ERA ADVISORY
Orlando, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
407-440-4306
INTEGRATED RETIREMENT ADVISORS, LLC
West Palm Beach, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-889-0550
PRUDENT FINANCIAL PLANNING
Naples, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(239) 230-0395
OAK BROOK ADVISORS, LLC
Lakewood Ranch, FL
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-376-6161
SILVA FIDUCIARY ADVISORS
Daytona Beach, FL
AUM
$16.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
386-212-9796
BLUE INFINITAS CAPITAL, LLC
Miami, FL
AUM
$16.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
305-792-8353
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
321-735-9872
THE ART AND SCIENCE OF SUCCESSFUL PLANNING
Ft.. Myers, FL
AUM
$15.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-489-0084