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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
Peter Freidel Salvus Wealth Management Jacksonville Not listed Percentage of assets, Hourly
Peter Giacona JB Meridian Advisors Clermont Not listed Percentage of assets, Hourly
Peter Mataras Alphaq Advisors Winter Park Not listed Percentage of assets, Hourly
Philippe Khouri PIP Capital & Consulting Delray Beach Not listed Percentage of assets, Performance-based fees
Rand Robinson Advanced Math Investing Margate Not listed Percentage of assets
Raul Elizalde Path Financial Sarasota Not listed Percentage of assets, Fixed fees
Rita Medaglio-Barrera BMR Global Wealth Management Group Melbourne Not listed Percentage of assets, Hourly
Robert Guiterman Sealex Advisory Tampa Not listed Percentage of assets, Fixed fees
Robert Hall Hall Capital Management Company Amelia Island Not listed Percentage of assets, Hourly
Robert Hallock Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Robert Johnston Antonetti Capital Management St. Petersburg Not listed Percentage of assets, Hourly
Roger Thompson Private Client Services Group Ocala Not listed Percentage of assets, Hourly
Roger Toelke Dobson Street Winter Park Not listed Percentage of assets, Hourly
Ronald Hopper Destiny Wealth Partners Tavares Not listed Percentage of assets, Hourly
Ronald Loyo Expressive Wealth Orlando Not listed Percentage of assets, Hourly
Rory Carney Hygge Advisors St. Petersburg Not listed Percentage of assets, Fixed fees
Russell Colbert Royal Palm Investment Advisors Longwood Not listed Percentage of assets, Hourly
Ryan Dunlap Wealthbridge Capital Management Englewood Not listed Percentage of assets, Hourly
Ryan Fink Treasure Coast Financial Planning Vero Beach Not listed Percentage of assets, Hourly
Ryan Wolpert Gateway Capital Management Parkland Not listed Percentage of assets, Hourly
Savannah Sevor PSI Advisors Tampa Not listed Percentage of assets, Hourly
Scott Cavanaugh Strive Retirement Group Daytona Beach Not listed Percentage of assets, Hourly
Scott Klaassen Turner Financial Group Pace Not listed Percentage of assets, Hourly
Scott Perron SD Perron & CO. Investment Services Hypoluxo Not listed Percentage of assets, Hourly
Scott Worley Castle Wealth Management Boynton Beach Not listed Percentage of assets, Hourly
Serge D'Adesky Northstar Strategic Investments Ormond Beach Not listed Percentage of assets, Hourly
Sherman Steele Steele Asset Management Fort Lauderdale Not listed Percentage of assets, Hourly
Sol Villalobos Cela Wealth Management Miami Not listed Percentage of assets, Fixed fees
Stephanie Farrar Integrity Financial Strategies Palmetto Not listed Percentage of assets, Hourly
Stephen Schultz Bastion Fiduciary Islamorada Not listed Percentage of assets, Hourly
Sterling Jasper Sterling Advisory Services Valrico Not listed Percentage of assets, Fixed fees
Steven Lebens Lebens Advisory Group Naples Not listed Percentage of assets, Fixed fees
Summer Dorn Fairway Financial Casselberry Not listed Percentage of assets, Fixed fees
Syed Rizvi Alphaq Advisors Winter Park Not listed Percentage of assets, Hourly
Tanner Doudna Trustwell Financial Advisors Jacksonville Not listed Percentage of assets, Hourly
Terek Wilson Peak Financial Planning Coral Springs Not listed Percentage of assets, Fixed fees
Thomas Crutchfield Waypoints Financial Sebring Not listed Percentage of assets, Hourly
Thomas Eddy T.L. Eddy Financial Services Clearwater Not listed Percentage of assets
Timothy McIntosh Visionary Horizons Tampa Not listed Percentage of assets, Hourly
Todd Seymour Personalized Financial Solutions Clearwater Not listed Percentage of assets, Fixed fees
Trevor Odom Armada Advisors Pensacola Not listed Percentage of assets, Hourly
Tyler Dodson Destiny Wealth Partners Jacksonville Not listed Percentage of assets, Hourly
Tyler Jones Financial Life Designs Lake Mary Not listed Percentage of assets, Hourly
Undre Griggs Obsidian Wisdom Fleming Island Not listed Percentage of assets, Hourly
Vedant Mimani Fortuna Investors Jupiter Not listed Percentage of assets, Hourly
Victor Divietro Waypoints Financial Sebring Not listed Percentage of assets, Hourly
Vonnell Martinez VIM Wealth Management Coral Gables Not listed Percentage of assets, Hourly
Wade Rowdon Storms & Rowdon Financial Services Ormond Beach Not listed Percentage of assets, Hourly
Wesley Odom Armada Advisors Pensacola Not listed Percentage of assets, Hourly
William Blanken Blanken Management Freeport Not listed Percentage of assets, Hourly