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Financial planning in Clearwater, FL

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

All 15

Asset Management Financial Services INC.1401 S Fort Harrison Ave · Clearwater, FL 33756 · (727) 216-8525 · Financial planningCRD 142396 · % of assets, Hourly charges, Fixed fees · $79.5 million AUMState registeredNo commissions reportedBedinghaus Financial Group, INC2623 McCormick Drive, Suite 102 · Clearwater, FL 33759 · (727) 461-1133 · Financial planningCRD 318378 · % of assets · $2.3 million AUMState registeredNo commissions reportedBlue Ocean Wealth Management, LLC2454 N McMullen Booth Rd, Suite 700 · Clearwater, FL 33759 · (727) 243-3030 · Financial planningCRD 284550 · % of assets · $23.7 million AUMState registeredNo commissions reportedChronos Wealth Management, L.L.C.1432 Court Street · Clearwater, FL 33756 · (727) 446-2306 · Financial planningCRD 299782 · % of assets · $274.0 million AUMSEC registeredNo commissions reportedCsenge Advisory Group, LLC4755 East Bay Drive · Clearwater, FL 33764 · (727) 437-6000 · Financial planningCRD 131167 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedDolphin Financial Group2430 Estancia Blvd., Suite 206 · Clearwater, FL 33761 · (888) 508-5935 · Financial planningCRD 170160 · % of assets, Fixed fees, Other · $37.0 million AUMState registeredNo commissions reportedFlaharty Asset Management, LLC311 Park Place Blvd., Suite 150 · Clearwater, FL 33759 · (727) 252-1050 · Financial planningCRD 168495 · % of assets, Hourly charges, Fixed fees · $901.6 million AUMSEC registeredNo commissions reportedIndivisible Partners114 Turner Street · Clearwater, FL 33756 · (732) 306-5490 · Financial planningCRD 332431 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedKahn Financial Group1700 McMullen Booth Rd., Suite A-5 · Clearwater, FL 33759 · (727) 797-5551 · Financial planningCRD 134802 · % of assets, Fixed fees · $122.6 million AUMSEC registeredNo commissions reportedNoble Family Wealth2475 Enterprise Rd. · Clearwater, FL 33763 · (727) 674-1462 · Financial planningCRD 315152 · % of assets · $527.5 million AUMSEC registeredNo commissions reported
Personalized Financial Solutions LLC28163 US Highway 19 North, Suite 205 · Clearwater, FL 33761 · (727) 754-4401 · Financial planningCRD 306475 · % of assets, Fixed fees · $142.6 million AUMSEC registeredNo commissions reportedSuccessful Portfolios LLC611 Druid Road East, Suite 407 · Clearwater, FL 33756 · (727) 744-3614 · Financial planningCRD 152429 · % of assets, Hourly charges, Performance-based fees · $281.5 million AUMSEC registeredNo commissions reportedThe Holland Group, Retirement Wealth Advisors, LLC2637 Mc Cormick Drive, Suite 101 · Clearwater, FL 33759 · (727) 734-3334 · Financial planningCRD 326421 · % of assets · $286.1 million AUMSEC registeredNo commissions reportedThree Oaks Partners Investment Counsel LLC1901 Ulmerton Road, Suite 625-304 · Clearwater, FL 33762 · (727) 228-0673 · Financial planningCRD 333279 · % of assets, Hourly charges, Fixed fees · $6.0 million AUMState registeredNo commissions reportedUnify Financial Advisors1465 South Fort Harrison Avenue, Suite 201 · Clearwater, FL 33756 · (727) 306-0299 · Financial planningCRD 324120 · % of assets, Hourly charges · $155.8 million AUMSEC registeredNo commissions reported