CORE WEALTH MANAGEMENT, INC.
Jupiter, FL
AUM
$404.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
561-491-0231
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Daytona Beach, FL
AUM
$400.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
386-253-1980
SARA-BAY FINANCIAL CORP.
Sarasota, FL
AUM
$396.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
941-371-8027
KIRTLAND FINANCIAL MANAGEMENT, INC.
Coral Gables, FL
AUM
$396.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(305) 648-0006
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
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
SOLOMON API LLC
Rockledge, FL
AUM
$389.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
321-888-2599
HD MONEY, INC.
Sarasota, FL
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
941-925-2121
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
RANCH CAPITAL ADVISORS INC.
Sarasota, FL
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(941) 462-2666
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
AGNELLO FINANCIAL GROUP, INC.
West Palm Beach, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-833-7080
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
COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-294-4979
LRZ CAPITAL LLC
Miami, FL
AUM
$370.0M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
305-615-0215
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