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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
FIRESTONE CAPITAL MANAGEMENT INC
South Miami, FL
AUM
$806.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(305) 669-2119
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
SINGER WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$782.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
561-998-9985
PORTFOLIO MEDICS, LLC
Bonita Springs, FL
AUM
$780.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(239) 444-1766
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$766.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 416-2992
FSA INVESTMENT GROUP, LLC
Pensacola, FL
AUM
$761.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(850) 696-1550
QTR FAMILY WEALTH, LLC
Lake Mary, FL
AUM
$749.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-745-0715
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL
AUM
$747.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 353-4440
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
Fort Lauderdale, FL
AUM
$722.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954-533-7144
MATERETSKY FINANCIAL GROUP
Boynton Beach, FL
AUM
$720.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
561-735-9227
G. A. REPPLE & COMPANY
Casselberry, FL
AUM
$716.3M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
407-339-9090
ASTON CAPITAL MANAGEMENT
Coral Gables, FL
AUM
$711.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305 722 5989
ROGAN & ASSOCIATES
Safety Harbor, FL
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-712-3400
MORANGIE MANAGEMENT LLC
Vero Beach, FL
AUM
$706.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
908-285-6686
CORE WEALTH ADVISORS, INC.
Lakeland, FL
AUM
$702.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
863-904-4745
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
Coral Gables, FL
AUM
$690.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
305.373.8033
SYNERGY INVESTMENT MANAGEMENT LLC
Altamonte Springs, FL
AUM
$681.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
321-203-4458
HUDSON VALUE PARTNERS, LLC
Palm Beach, FL
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-343-9772
SUMMIT WEALTH PARTNERS, LLC
Orlando, FL
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-656-2252
ADVANTAGE WEALTH PARTNERS
Fort Myers, FL
AUM
$675.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
239-561-1155
TRUVESTMENTS CAPITAL LLC
Sarasota, FL
AUM
$660.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(855) 955-1982
COLLABORATIVE WEALTH
Lake Mary, FL
AUM
$653.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-792-3336