Fee-OnlyFinder

Financial planning in Aventura, FL

7 advisers in Aventura offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

Activest 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 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 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 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 reported