Fee-OnlyFinder

Advisers in Bradenton, FL

8 advisers in Bradenton — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Assurity Wealth Management2429 Manatee Avenue East, Unit 1 · Bradenton, FL 34208 · (941) 739-5006 · Financial planningCRD 143451 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedLifestyle Freedom Advisory Group, LLC9040 Town Center Parkway · Bradenton, FL 34202 · (941) 914-9422 · Financial planningCRD 283512 · % of assets, Fixed fees, Other · $156.8 million AUMSEC registeredNo commissions reportedMonarch Asset Management LLC7282 55th Ave. East, #166 · Bradenton, FL 34203 · (941) 361-1212 · % of assets managedCRD 166444 · % of assets · $75.6 million AUMState registeredNo commissions reportedParker Financial Planning, LLC.1201 6th Ave W Suite 100 · Bradenton, FL 34205 · (941) 564-6141 · Financial planningCRD 147413 · % of assets, Subscription fees, Fixed fees · $11.6 million AUMState registeredNo commissions reportedPeninsula Asset Management INC1001 3rd Avenue West, Suite 220 · Bradenton, FL 34205 · (941) 748-8680 · % of assets managedCRD 108600 · % of assets · $284.1 million AUMSEC registeredNo commissions reportedPullen Investment Management417 12th Street W, Suite 212 · Bradenton, FL 34205 · (941) 361-2195 · Financial planningCRD 310149 · % of assets, Fixed fees · $221.0 million AUMSEC registeredNo commissions reportedSetchfield Asset Management392 Aruba Circle, Unit 101 · Bradenton, FL 34209 · (303) 627-1099 · % of assets managedCRD 113289 · % of assets · $192.8 million AUMSEC registeredNo commissions reportedWilliams Wealth Management Group, INC.2328 Manatee Avenue West · Bradenton, FL 34205 · (941) 756-4500 · Financial planningCRD 147341 · % of assets, Hourly charges, Fixed fees · $161.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Bradenton? 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.