POINCIANA ADVISORS GROUP, LLC
Palm Beach Gardens, FL
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
561-296-0100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
GALAPAGOS ADVISORY LLC
Miami, FL
AUM
$395.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3055155878
FAMILYWEALTH
Lake Mary, FL
AUM
$394.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(866) 746-3743
SCHORN WEALTH
Englewood, FL
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610 399-1500
ALTERNATIVE INVESTMENT ADVISORS, LLC
Maitland, FL
AUM
$385.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-261-4242
GLOBAL TRUST
Palm Beach Gardens, FL
AUM
$384.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
561-472-0191
KEATING INVESTMENT COUNSELORS INC
Delray Beach, FL
AUM
$383.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
561-278-7862
CANOPY 360 WEALTH, LLC
Ocala, FL
AUM
$382.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(352) 369-1120
EATON FINANCIAL GROUP
Coral Springs, FL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
954-575-9323
BOCA WEALTH ADVISORS
Boca Raton, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
561-391-4477
AVENTURA PRIVATE WEALTH, LLC
Aventura, FL
AUM
$374.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
305-845-1937
HIGHLAND INVESTMENT ADVISORS LLC
Ponte Vedra, FL
AUM
$368.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
414-755-2309
INVENIO WEALTH PARTNERS, LLC
Coral Gables, FL
AUM
$364.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
971-371-3450
MRA ADVISORY GROUP
Sarasota, FL
AUM
$361.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Subscription fees +1 more
844.672.7623
MFP FINANCIAL SERVICES, LLC
Safety Harbor, FL
AUM
$361.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-443-3300
AURORA INVESTMENT MANAGERS, LLC
Naples, FL
AUM
$358.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-390-8001
SALTMARSH FINANCIAL ADVISORS, LLC
Pensacola, FL
AUM
$356.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
850-435-8300
LIFE PLANNING PARTNERS, INC.
Jacksonville, FL
AUM
$354.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
904-448-5158
TARGETED FINANCIAL SERVICES, LLC
Seminole, FL
AUM
$353.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
732-750-9880
VICTRIX INVESTMENT ADVISORS
Stuart, FL
AUM
$343.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
772-320-9658
RM PRIVATE WEALTH MANAGEMENT
Miami, FL
AUM
$340.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
571-332-7618
AMERITY WEALTH MANAGEMENT, LLC
Lakeland, FL
AUM
$338.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(863) 683-1750
PERSONAL FINANCIAL PROFILES INC
Coral Springs, FL
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
954-755-8647
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
The Villages, FL
AUM
$332.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
352-633-9046