SEC-registered financial advisors in Winter Park, FL
Common fee types
- 100%Percentage of assets
- 56%Hourly
- 56%Fixed or flat fee
Showing 18 of 18
- 55 North Private Wealth$500M to $1BSEC recordPercentage of assets
- Advus Financial Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Alphaq Advisors$25M to $100MSEC recordPercentage of assetsHourly
- American Financial Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Barr Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Deprince, Race & Zollo, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Financial Advisory Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Harvest Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Fortress Wealth Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Lyons Investment Management$25M to $100MSEC recordPercentage of assetsPerformance-based
- Lyons Wealth Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Mariner Institutional, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Matthias Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Ponta Wealth Partners, LLC$100M to $500MSEC recordPercentage of assets
- Rivertree Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Sandhill Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Spraker West Wealth Management, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trillium Wealth LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.