PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, FL
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
772-778-0552
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
ELEMENT POINTE FAMILY OFFICE
Miami, FL
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
(786) 655-9790
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
561-447-1997
TOBIAS FINANCIAL ADVISORS
Plantation, FL
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
954-424-1660
LWM ADVISORY SERVICES, LLC
Plantation, FL
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
954-474-7100
NFSG CORPORATION
Boca Raton, FL
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-334-3450
JACKSON WEALTH MANAGEMENT, LLC
Lake Mary, FL
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
407-585-0235
WHALEROCK POINT PARTNERS, LLC
West Palm Beach, FL
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
401-228-7799
SOLLINDA CAPITAL MANAGEMENT LLC
Miami, FL
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8446621211
GFG CAPITAL
Miami, FL
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
305-810-6500
DAYBRIGHT ADVISORY SERVICES, INC.
Miami, FL
AUM
$997.4M
Wealth MgmtRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-671-2200
UNIQUE WEALTH, LLC
Tampa, FL
AUM
$965.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-816-2030
DESTINY WEALTH PARTNERS, LLC
Tavares, FL
AUM
$947.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
352.343.2700
NESTEGGS, INC.
Jacksonville, FL
AUM
$911.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-348-3131
FLAHARTY ASSET MANAGEMENT, LLC
Clearwater, FL
AUM
$901.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-252-1050
COMPASS FINANCIAL MANAGEMENT LLC
Tampa, FL
AUM
$893.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM
813-597-6400
THOMAS J. HERZFELD ADVISORS, INC.
Miami Beach, FL
AUM
$890.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-777-1660
MARTIN INVESTMENT MANAGEMENT, LLC
Palm Beach Gardens, FL
AUM
$888.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
847-424-9124
NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL
AUM
$876.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-999-9888
THE HIGH NET WORTH ADVISORY GROUP, LLC
Naples, FL
AUM
$861.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
1-866-906-2325
GLOBAL FINANCIAL PRIVATE CLIENT
Sarasota, FL
AUM
$828.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-441-1624
WALSH & ASSOCIATES, LLC
Sarasota, FL
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-952-1188
PSI ADVISORS, LLC
Tampa, FL
AUM
$800.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
FORTRESS WEALTH PLANNING
Ponte Vedra Beach, FL
AUM
$793.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
904-301-4545