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Wellspent public graph/Find by/Advisors for $1 million to $3 million/Florida

Advisors for $1 million to $3 million in Florida

All 209 advisors

Advisors for $1 million to $3 million in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
John Smith Optimist Capital Palm Beach Gardens Not listed Percentage of assets, Hourly
Jordan Johnson Pinelight Financial Estero Not listed Percentage of assets, Hourly
Katie Kingsman Kingsman Wealth Management Pensacola Not listed Percentage of assets
Micah White Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Michelle Rey Lutein Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Monte Resnick Resnick Wealth Alliance Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Nicholas Krsnich JMN Investment Management Palm Beach Gardnes Not listed Percentage of assets
Scott Roads Spectra Investment Management Stuart Not listed Percentage of assets, Hourly
Theodore Levin Grant Koehler & Levin Sarasota Not listed Percentage of assets
Thomas Koehler Grant Koehler & Levin Palm City Not listed Percentage of assets
Alex Goldstein Atlas Financial West Palm Beach Not listed Percentage of assets, Fixed fees
Arriana Neese Mariner Financial Group Palm Beach Gardens Not listed Percentage of assets, Fixed fees
David Reidy First Growth Capital Miami Not listed Percentage of assets, Fixed fees
Eileen Ortega Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Erik Bjorvik Mariner Financial Group Palm Beach Gardens Not listed Percentage of assets, Fixed fees
Jay Rolfe Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Menachem Lerman Equinum Ft. Lauderdale Not listed Percentage of assets
Michael Skowfoe Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Nicole Phelan Concierge Financial Advisor Parrish Not listed Percentage of assets
Oisin Thompson Fortress Wealth Planning Jacksonville Beach Not listed Percentage of assets, Fixed fees
Stephen Varlotta ProAthlete Wealth Management Boca Raton Not listed Percentage of assets
Wayne Goldstein Atlas Financial Wellington Not listed Percentage of assets, Fixed fees
Andrew Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Baltazar Moreno Fuentes Moreno Capital West Palm Beach Not listed Percentage of assets, Fixed fees
Charles Heekin Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Cristina Alayo Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Luis Alayo Riera Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Mario Tate Millennial Wealth Advisors Delray Beach Not listed Percentage of assets, Hourly
Merrill Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Peter Ripich Atlas Financial Group Miami Not listed Percentage of assets, Hourly
Vladislav Sheykhet Teradime Financial Aventura Not listed Percentage of assets, Hourly
Callie Brooks &wealth Partners Port St. Lucie CFP Percentage of assets, Hourly
Colin Howard Noble Family Wealth Clearwater CFP Percentage of assets
Craig Lappen Twenty-First Century Financial Advisors Stuart CFP Percentage of assets, Fixed fees
Daniele Ghiotti Vesta Wealth Management Miami Beach CFP, CFA Percentage of assets
Dexter Morse Covenant Asset Management Bonita Springs CFP Percentage of assets, Hourly
Elayne Pisarik Firstrust Daytona Beach CFP, ChFC Percentage of assets, Fixed fees
Francisco Aguilera Aviance Capital Partners Winter Park CFP, CFA Percentage of assets, Fixed fees
Frank van Lerven Isgam Us Miami CFP Percentage of assets, Hourly
Greg Willsey Noble Family Wealth Clearwater CFP Percentage of assets
John Traver Traver Financial Consulting Network PA Lakewood Ranch CFP Percentage of assets
Lantz Martin Nesteggs Tampa CFP, ChFC Percentage of assets, Hourly
Matthew Szabad Noble Family Wealth Clearwater CFP Percentage of assets
Michael Koenig Firstrust Daytona Beach CFP Percentage of assets, Fixed fees
Michael Mainland Mainland Financial Sarasota CFP Percentage of assets, Hourly
Nina Sukholenko F&v Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Paul Auslander Seabridge Investment Advisors Belleair CFP Percentage of assets, Fixed fees
Peri Aptaker Baldwin Wealth Partners Bradenton CFP, PFS Percentage of assets, Fixed fees
Robert Dunn Servatus Capital Naples CFP Percentage of assets, Fixed fees
Roman Pinsky RMP Financial Weston CFP Percentage of assets, Hourly