AUGUSTINE ASSET MANAGEMENT INC
Jacksonville, FL
AUM
$783.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
904-396-6944
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
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
BAYSHORE WEALTH ADVISORS
Coral Gables, FL
AUM
$740.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
786-888-9400
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
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
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
DALE K. EHRHART, INC.
Venice, FL
AUM
$648.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
941-485-8220
B&C FINANCIAL ADVISORS
Ponte Vedra Beach, FL
AUM
$626.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-273-9850
TACTIVE ADVISORS, LLC
Sarasota, FL
AUM
$619.0M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM
855-282-2848
DARWIN WEALTH MANAGEMENT
Tampa, FL
AUM
$614.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
813-579-4074
DESTINY FAMILY OFFICE
Tavares, FL
AUM
$605.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
844-357-1120
55 NORTH PRIVATE WEALTH
Winter Park, FL
AUM
$581.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM
407-960-4769
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Jacksonville, FL
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
904-281-9261
FIORI FINANCIAL GROUP
Fort Lauderdale, FL
AUM
$567.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
954-763-2600