KAUFMAN ROSSIN WEALTH, LLC
Miami, FL
AUM
$506.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
305-646-6071
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
CREAND MANAGEMENT
Miami, FL
AUM
$506.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
305-358-8844
THE LIFE WEALTH GROUP
Winter Garden, FL
AUM
$490.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-299-4129
TIM LOONEY INVESTMENTS, LLC
Longwood, FL
AUM
$490.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-331-6961
MARQUIS WEALTH MANAGEMENT GROUP
Fort Myers, FL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-454-1117
EXODUS WEALTH, LLC
Fort Lauderdale, FL
AUM
$483.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-791-4444
GLOBAL KANDOR ADVISORS, LLC
Key Biscayne, FL
AUM
$483.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(786) 558-0391
ALLGEN FINANCIAL ADVISORS, INC.
Orlando, FL
AUM
$475.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
407-210-3888
OCTOGONE NA
Miami, FL
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-677-9559
WEALTH ADVISORS OF TAMPA BAY
Tampa, FL
AUM
$456.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-642-7730
FLORIDA FINANCIAL ADVISORS, LLC
Tampa, FL
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
667 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(813) 333-1683
FORTRESS WEALTH GROUP
Winter Park, FL
AUM
$439.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
407-999-8998
CASTLE WEALTH MANAGEMENT
Boynton Beach, FL
AUM
$430.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-686-9604
COMPASS FINANCIAL GROUP, INC.
Deerfield Beach, FL
AUM
$429.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
954-481-2607
FORZA WEALTH MANAGEMENT
Sarasota, FL
AUM
$422.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
941-203-3748
QUANTUM PRIVATE WEALTH, LLC
Tampa, FL
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-474-1400
COQUINA PRIVATE WEALTH ADVISORS
Port Charlotte, FL
AUM
$417.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
941-206-5120
SEVEN MILE ADVISORY LLC
Tallahassee, FL
AUM
$416.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-365-5562
CLEARWELL GROUP
Tampa, FL
AUM
$413.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(813) 435-5600
NORTHBRIDGE FINANCIAL GROUP, LLC
Tampa, FL
AUM
$413.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 877-8000
CODE WAECHTER LLC
Tampa, FL
AUM
$409.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
813-287-8775
CLARITY CAPITAL ADVISORS, LLC
Lakewood Ranch, FL
AUM
$406.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Fixed fees
(800) 345-4635
GUERRA WEALTH ADVISORS
Miami, FL
AUM
$406.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
305-448-1011
QP WEALTH MANAGEMENT, LLC
Boca Raton, FL
AUM
$405.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-526-2701