Fee-OnlyFinder

Advisers in Cooper City, FL

3 advisers in Cooper City — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cougar Mutual Company INC9000 Sheridan Street, Unit 1 · Cooper City, FL 33024 · (786) 285-4209 · Hourly feesCRD 337475 · Hourly chargesState registeredNo commissions reportedEverest Financial Advisors, LLC9720 Stirling Road, #107 · Cooper City, FL 33024 · (954) 233-1960 · Financial planningCRD 152866 · % of assets, Hourly charges, Fixed fees · $62.1 million AUMState registeredNo commissions reportedThe Jaffee Financial Group, INC.9720 Stirling Road, Suite 212 · Cooper City, FL 33024 · (954) 430-5855 · Financial planningCRD 142163 · % of assets, Hourly charges · $15.4 million AUMState registeredNo commissions reported
Talking to advisers in Cooper City? 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.