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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
Neal Quon API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Norman Taylor API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Oyinka Coakley TEP Financial Solutions Tamarac Not listed Percentage of assets
Paul Stanley API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Peter Chamberlain BRC Management Windermere Not listed Percentage of assets, Hourly
Phillip Streible Blue Line Capital Miramar Beach Not listed Percentage of assets
Richard Blackston Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Robert Mahoney RFM Investment Advisor Boca Raton Not listed Percentage of assets, Hourly
Robert Thompson KMG Fiduciary Partners Miami Not listed Percentage of assets, Fixed fees
Samantha Stocksett Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Sanjay Dasani Omkara Capital Redington Shores Not listed Percentage of assets
Silas Peters Blue Marlin Advisors West Palm Beach Not listed Ongoing planning fee
Stephen Cook Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Travis Bender Blackston Financial Advisory Group The Villages Not listed Percentage of assets
Tyler Amendola Coquina Private Wealth Advisors Port Charlotte Not listed Percentage of assets, Fixed fees
Ward Brooks API Financial Advisors Rockledge Not listed Percentage of assets, Hourly
Adam Van Wie Strivus Wealth Partners Jacksonville Beach CFP Percentage of assets, Hourly
Albert Bartolomeo Broad Reach Wealth Management Sarasota CFP Percentage of assets, Fixed fees
Alison Mewborne Seven Hills Financial Tallahassee CFP Percentage of assets, Hourly
Alonso Rodriguez Segarra Advise Financial Boca Raton CFP Percentage of assets, Hourly
Ana Arguello Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Ana Harris Cela Wealth Management Miami CFP Percentage of assets, Fixed fees
Andrew Allen Instrumental Wealth Tampa CFP, ChFC Percentage of assets, Fixed fees
Andrew Horowitz Horowitz & Company Fort Lauderdale CFP Percentage of assets, Hourly
Ann Covington Covingtonalsina Jacksonville CFP Percentage of assets, Hourly
Anthony Dzielski Treasure Coast Financial Planning Vero Beach CFP Percentage of assets, Hourly
Audrey Mancuso Destiny Wealth Partners Tavares CFP Percentage of assets, Hourly
Bobbie Munroe Supporting Your Choices Havana CFP Hourly, Fixed fees
Bradley Brescia Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Bradley Miller Trustwell Financial Advisors Jacksonville CFP Percentage of assets, Hourly
Brenton Thai Collaborative Wealth Lake Mary CFP Percentage of assets, Hourly
Brett Walters TBH Global Asset Management Venice CFP Percentage of assets, Hourly
Brian Hughes River City Wealth Management Jacksonville CFP, CFA Percentage of assets, Hourly
Brittany Salman Madden Advisory Services Jacksonville CFP Percentage of assets, Hourly
Bryan Klein Klein Wealth Management Saint Johns CFP Percentage of assets, Hourly
Carl Von Dem Bussche (Sr) Financial Guidance Group Palm Harbor CFP Percentage of assets, Hourly
Casandra Garrett Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Catalina Franco-Cicero Meira Wealth Coral Gables CFP Percentage of assets, Hourly
Catherina Pareto Azzendo Wealth Advisors Coral Gables CFP Percentage of assets, Hourly
Catherine O'Connor O'connor Portfolio Management Tampa CFP Percentage of assets
Chad Clark Pelorus Financial Trinity CFP Percentage of assets, Fixed fees
Charles Fitzgerald Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly
Chelsea Jones Physician Family Financial Advisors Orlando CFP Fixed fees
Christina Worley Castle Wealth Management Boynton Beach CFP, PFS, CFA Percentage of assets, Hourly
Christoph Von Dem Bussche Financial Guidance Group Palm Harbor CFP Percentage of assets, Hourly
Christopher Haysley Haysley Financial Services Lake Mary CFP Percentage of assets, Hourly
Cory Shrader Black Creek Wealth Management Fleming Island CFP, CFA Percentage of assets, Hourly
Dana Perez Mariaca Wealth Management Wellington CFP Percentage of assets
Daniel Jankelunas Client First Financial Advisors Coral Springs CFP Percentage of assets, Hourly
Daniel Moisand Moisand Fitzgerald Tamayo Orlando CFP Percentage of assets, Hourly