LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, FL
AUM
$357.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
954-385-7812
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL
855 advisers found
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
CAYSIDE PARTNERS
Jupiter, FL
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
561-768-9621
HERITAGE OAK WEALTH ADVISORS
Santa Rosa Beach, FL
AUM
$347.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; ANNUAL RETAINER FEE
(479) 230-3113
AUM
$344.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-929-3258
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
DHODY INVESTMENT GROUP
Miami Beach, FL
AUM
$341.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
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
PREMIA GLOBAL ADVISORS, LLC
Coral Gables, FL
AUM
$340.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(786) 646-9140
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
VESTA WEALTH MANAGEMENT, LLC
Miami Beach, FL
AUM
$333.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
786-579-2519
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
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Orlando, FL
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-695-7100
POWER FINANCIAL PARTNERS, LLC
Tampa, FL
AUM
$329.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
813-212-2125
OXFORD WEALTH GROUP, LLC
Orlando, FL
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-495-2004
BASE WEALTH MANAGEMENT
Lakewood Ranch, FL
AUM
$326.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
941-203-6040
STEWARDSHIP ADVISORY GROUP, LLC
Clermont, FL
AUM
$321.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-470-1405
ALHAMBRA INVESTMENT MANAGEMENT LLC
Palmetto Bay, FL
AUM
$320.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
305-233-3772
CAIM LLC
Longboat Key, FL
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
941-388-7249
MEIRA WEALTH
Coral Gables, FL
AUM
$317.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
305-670-4440
WEALTH PRO ADVISORS, INC.
Sarasota, FL
AUM
$317.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-907-2203