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Advisors for under $500,000 in Florida

All 752 advisors

Advisors for under $500,000 in Florida: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
George Rariden Rariden Investment Advisors Oviedo ChFC Percentage of assets, Hourly
Joshua Geib Zuraw Financial Delray Beach PFS Percentage of assets, Hourly
Julie Kirkpatrick Lang Asset Management Indian Harbour Beach CFA Percentage of assets
Louis Shinaman Destiny Wealth Partners Tavares ChFC Percentage of assets, Hourly
Matthew Kaszel Castle Wealth Management Boynton Beach CFA Percentage of assets, Hourly
Michael Neill Marathon Financial Group Bradenton CFA Percentage of assets, Fixed fees
Michael Noce Olsen Family Financial St. Petersburg ChFC Percentage of assets, Hourly
Paul Bedinghaus Bedinghaus Financial Group Clearwater PFS Percentage of assets
Richard Alley Stronghold Wealth Management Tampa CFA Percentage of assets
Robert Braglia American Financial & Tax Strategies Fort Lauderdale ChFC Percentage of assets, Hourly
Robert Hurlburt Hurlburt Financial Lakeland PFS Percentage of assets
Robert Lang Lang Asset Management Indian Harbour Beach CFA Percentage of assets
Ryan Layton Emeraldspark Investments Winter Haven CFA Percentage of assets
Sean Abbey Vail Valley Asset Management Jupiter CFA Percentage of assets
Sean Pendray Merited Wealth North Bay Village ChFC Percentage of assets, Hourly
Thavaselan Subramaniam Turner Financial Group Pace ChFC Percentage of assets, Hourly
Tyler Corn Headland Capital Jacksonville CFA Percentage of assets, Hourly
William Reed Golden Reed Wealth Management Ocala CFA Percentage of assets, Hourly
Alan Belanger Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Alejandro Grillo Azzendo Wealth Advisors Coral Gables Not listed Percentage of assets, Hourly
Alexander Alonso Cast Member Financial Tampa Not listed Percentage of assets, Hourly
Alexander Bublick Coral Wealth Management Miami Not listed Percentage of assets, Hourly
Alexander Byfield Arkhe Wealth Management Miami Not listed Percentage of assets, Hourly
Alexandra Valdes Azzendo Wealth Advisors Coral Gables Not listed Percentage of assets, Hourly
Amy Gausz Portfolio Design Services Orlando Not listed Percentage of assets, Hourly
Andrea Bernard Structure Wealth Management Tampa Not listed Percentage of assets, Hourly
Andres Ortiz IQ Portfolios Windermere Not listed Percentage of assets, Fixed fees
Andrew Acosta Acosta Capital Advisors Hollywood Not listed Percentage of assets, Fixed fees
Angela Johnson Treasure Coast Financial Planning Vero Beach Not listed Percentage of assets, Hourly
Anibal Hernandez Green Musa Capital Fort Lauderdale Not listed Percentage of assets, Hourly
Benjamin Sullivan Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Bernard LeFils Lefils Wealth Management Orange City Not listed Percentage of assets, Hourly
Brenda Ford CTF Financial Services Ocala Not listed Percentage of assets
Brent Hause Fortuna Investors Jupiter Not listed Percentage of assets, Hourly
Brett Freese Trustwell Financial Advisors Jacksonville Not listed Percentage of assets, Hourly
Brian Davis Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Brian Day Pelorus Financial Trinity Not listed Percentage of assets, Fixed fees
Brian Dumont Dumont Wealth Miami Not listed Percentage of assets, Hourly
Brian Spatola Heron Equity Management Indialantic Not listed Percentage of assets, Hourly
Brian Ulch Aventail Wealth Management Winter Haven Not listed Percentage of assets, Hourly
Bryan Casale PSI Advisors Tampa Not listed Percentage of assets, Hourly
Carlos Hermida Cela Wealth Management Miami Not listed Percentage of assets, Fixed fees
Carlos Sacasa Borger Capital Management Apopka Not listed Percentage of assets, Hourly
Carol Mulcahy Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Chad Justice Collaborative Wealth Lake Mary Not listed Percentage of assets, Hourly
Charles Farrar Farrar Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Charles Woolston Salvus Wealth Management Jupiter Not listed Percentage of assets, Hourly
Chelsea Arb Dorman Financial Management, P.A. Maitland Not listed Percentage of assets, Fixed fees
Christia Roberts Christia LI Roberts Stuart Not listed Percentage of assets, Hourly
Christopher Cook Bria Capital Group Wesley Chapel Not listed Percentage of assets