INTEGRITY ADVISORS
St.. Petersburg, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
352-650-4504
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL
1,100 advisers found
SAGE WEALTH CONSULTING, LLC
Sarasota, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
941-500-3660
FREEDOM FINANCIAL MANAGEMENT, INC
Saint Cloud, FL
AUM
$11.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
3212463996
LIVINGSTON FINANCIAL PLANNING, INC.
Santa Rosa Beach, FL
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
850-267-1068
PARKER FINANCIAL PLANNING, LLC.
Bradenton, FL
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Subscription fees +1 more
(941) 564-6141
CAMPBELL & ASSOCIATES
Winter Haven, FL
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
863-299-1238
RETIREMENT CAPITAL ADVISORS
West Palm Beach, FL
AUM
$11.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-784-7910
HAMMOND ASSET MANAGEMENT LLC
Sarasota, FL
AUM
$10.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-284-4168
DG WEALTH
Venice, FL
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
941-584-3320
BAYSHORE FINANCIAL SOLUTIONS, LLC
St.. Petersburg, FL
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-569-9222
GENESIS WEALTH PLANNING, LLC
Bonita Springs, FL
AUM
$10.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(239) 201-2640
BMH CAPITAL MANAGEMENT LLC
Miramar, FL
AUM
$10.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-308-7581
NOBLE CAPITAL MANAGEMENT, INC.
Boca Raton, FL
AUM
$10.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
561-994-1191
WIGGIN FINANCIAL SERVICES
Fort Lauderdale, FL
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(954) 390-6191
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
VESTWYZE, LLC
Orlando, FL
AUM
$9.3M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
407-537-9427
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-837-7000
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
Melbourne, FL
AUM
$9.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
321-837-0741
CHARTER ADVISORY SERVICES, LLC
Daytona Beach, FL
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-244-8644
CYPRESS STONE CAPITAL LLC
Lakewood Ranch, FL
AUM
$8.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
941-226-8060
CLARK PRIVATE WEALTH, LLC
Miami, FL
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(913) 963-9757
GASIMA FINANCIAL LLC
Venice, FL
AUM
$8.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(941) 538-5791
DIAS WEALTH, LLC
Lake Mary, FL
AUM
$8.4M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
321-926-0936
NOBLE WEALTH
Zephryhills, FL
AUM
$8.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(813)-395-8927