Fee-OnlyFinder

Advisers in Altamonte Springs,, FL

5 advisers in Altamonte Springs, — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)

All advisers

401k Generation237 S Westmonte Drive, Suite 300 · Altamonte Springs,, FL 32714 · (866) 998-5879 · Flat / fixed feesCRD 154279 · % of assets, Fixed fees · $156.4 million AUMSEC registeredNo commissions reportedCertified Advisory Corp1111 Douglas Avenue · Altamonte Springs, FL 32714 · (407) 869-9800 · Financial planningCRD 120990 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedCgi Investment Advisers LLC498 Palm Springs Dr. Suite 100-10 · Altamonte Springs, FL 32701 · (407) 790-4857 · Financial planningCRD 147655 · % of assets · $6.8 million AUMState registeredNo commissions reportedHeritage Advisors Group, INC.761 Maitland Ave. · Altamonte Springs, FL 32701 · (407) 702-6655 · Financial planningCRD 307283 · % of assets, Hourly charges, Fixed fees · $87.7 million AUMState registeredNo commissions reportedSynergy Investment Management LLC215 North Westmonte Drive · Altamonte Springs, FL 32714 · (321) 203-4458 · Financial planningCRD 305961 · % of assets, Fixed fees · $681.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Altamonte Springs,? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.