Fee-OnlyFinder

Advisers in Aventura, FL

15 advisers in Aventura — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (3)Flat / fixed fees (10)% of assets managed (14)

All advisers

1818 Private Client Group, LLC2980 Ne 207th St, Suite 809 · Aventura, FL 33180 · (305) 684-8331 · Flat / fixed feesCRD 304110 · % of assets, Fixed fees · $115.4 million AUMSEC registeredNo commissions reportedActivest Wealth Management, LLC20900 Ne 30 Avenue, Suite 311 · Aventura, FL 33180 · (954) 399-8121 · Financial planningCRD 156150 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedAventura Private Wealth, LLC19790 West Dixie Hwy, Suite 805 · Aventura, FL 33180 · (305) 845-1937 · Financial planningCRD 332630 · % of assets, Performance-based fees · $374.8 million AUMSEC registeredNo commissions reportedAxxets Wm2920 Ne 207 St, Unit 804 · Aventura, FL 33180 · (305) 405-9000 · % of assets managedCRD 340858 · % of assets, Other · $101.3 million AUMSEC registeredNo commissions reportedB1 Financial19505 Biscayne Blvd, Suite 2350 · Aventura, FL 33180 · (954) 736-4699 · Financial planningCRD 323539 · % of assets, Hourly charges · $39.7 million AUMState registeredNo commissions reportedCv Advisors LLC19495 Biscayne Boulevard, Suite Ph1 · Aventura, FL 33180 · (305) 358-5990 · Financial planningCRD 164817 · % of assets, Fixed fees · $15.1 billion AUMSEC registeredNo commissions reportedEvolution Wealth Advisors, LLC20900 Ne 30th Avenue, Suite 517 · Aventura, FL 33180 · (305) 921-4740 · Hourly feesCRD 285142 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedFitzroy Investment Advisors LLC21500 Biscayne Boulevard, Suite 404 · Aventura, FL 33180 · (347) 580-9762 · Financial planningCRD 174342 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedGoalfocus Financial, LLC18117 Biscayne Blvd, Unit 1515 · Aventura, FL 33160 · (781) 498-1268 · Financial planningCRD 145727 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedHarbor Ithaka19505 Biscayne Boulevard, Suite 2350 · Aventura, FL 33180 · (305) 755-7600 · Flat / fixed feesCRD 170580 · % of assets, Fixed fees · $171.2 million AUMSEC registeredNo commissions reported
Kailix Advisors LLC2980 Ne 207th Street, Suite 300 · Aventura, FL 33180 · (212) 748-9723 · % of assets managedCRD 311094 · % of assets, Performance-based fees · $119.0 million AUMSEC registeredNo commissions reportedOmnia Family Wealth, LLC18851 Ne 29th Avenue, Suite 400 · Aventura, FL 33180 · (305) 602-9080 · Financial planningCRD 170909 · % of assets, Fixed fees · $994.6 million AUMSEC registeredNo commissions reportedOpenvest2875 Ne 191st Street St Ste 506 · Aventura, FL 33180 · (917) 678-8797 · Flat / fixed feesCRD 328152 · Fixed fees · $353,485 AUMSEC registeredNo commissions reportedUnison Asset Management LLC20803 Biscayne Blvd, Suite 440 · Aventura, FL 33180 · (786) 971-5105 · Flat / fixed feesCRD 288249 · % of assets, Fixed fees, Performance-based fees · $298.2 million AUMSEC registeredNo commissions reportedVantage Wealth Management LLC3300 Ne 188th Street, Unit 918 · Aventura, FL 33180 · (917) 647-9052 · Flat / fixed feesCRD 179535 · % of assets, Fixed fees · $67.0 million AUMState registeredNo commissions reported
Talking to advisers in Aventura? 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.