Fee-OnlyFinder

Advisers in Coconut Grove, FL

2 advisers in Coconut Grove — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Ekanta Wealth Advisors LLC2665 South Bayshore Drive, Suite 430 · Coconut Grove, FL 33133 · (305) 882-9240 · Hourly feesCRD 282031 · % of assets, Hourly charges, Fixed fees · $306.7 million AUMSEC registeredNo commissions reportedL 1 Global Wealth LLC2601 S Bayshore Dr., Unit 100 · Coconut Grove, FL 33133 · (305) 848-3411 · Financial planningCRD 337213 · % of assets · $2.8 billion AUMSEC registeredNo commissions reported
Talking to advisers in Coconut Grove? 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.