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Financial planning in Coral Gables, FL

30 advisers in Coral Gables offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 30

Alti Wealth Management (US International), INC.2811 Ponce De Leon Blvd., Suite 520 · Coral Gables, FL 33134 · (305) 373-8033 · Financial planningCRD 152104 · % of assets, Fixed fees, Performance-based fees · $690.9 million AUMSEC registeredNo commissions reportedAngelus Investment Consulting, INC.2100 Ponce De Leon Blvd., Ste. 960 · Coral Gables, FL 33134 · (305) 928-1551 · Financial planningCRD 281413 · % of assets, Hourly charges, Fixed fees · $226.0 million AUMSEC registeredNo commissions reportedAscent Wealth Management Group, LLC1600 Ponce De Leon Blvd, Suite 1000 · Coral Gables, FL 33134 · (305) 444-7317 · Financial planningCRD 325532 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedAston Capital Management355 Alhambra Circle,, Suite 1350 · Coral Gables, FL 33134 · (305) 722-5989 · Financial planningCRD 291310 · % of assets, Performance-based fees · $711.8 million AUMSEC registeredNo commissions reportedAzzendo Wealth Advisors901 Ponce De Leon Blvd., Suite 501 · Coral Gables, FL 33134 · (305) 648-9814 · Financial planningCRD 145919 · % of assets, Hourly charges, Fixed fees · $300.1 million AUMSEC registeredNo commissions reportedCantata Wealth Management, LLC2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (844) 226-8282 · Financial planningCRD 332526 · % of assets, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedEmergent Global Investments2020 Ponce De Leon Blvd, Ste 1101 · Coral Gables, FL 33134 · (305) 203-2322 · Financial planningCRD 290875 · % of assets · $22.6 million AUMState registeredNo commissions reportedEntelevest, LLC121 Alhambra Plaza, Suite 1209 · Coral Gables, FL 33134 · (305) 390-4197 · Financial planningCRD 318115 · % of assets, Hourly charges, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvensky & Katz/foldes Wealth Management4000 Ponce De Leon Boulevard, Suite 850 · Coral Gables, FL 33146 · (305) 448-8882 · Financial planningCRD 109698 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedFamily and Money Matters4531 Ponce De Leon Boulevard, Suite 200 · Coral Gables, FL 33146 · (305) 432-3000 · Financial planningCRD 313222 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reported
Fendz Asset Management, INC.232 Andalusia Ave, #202 · Coral Gables, FL 33134 · (305) 562-1944 · Financial planningCRD 144629 · % of assets, Other · $14.9 million AUMState registeredNo commissions reportedGenesis Wealth Management, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (786) 393-6960 · Financial planningCRD 157441 · % of assets, Hourly charges, Fixed fees · $91.1 million AUMState registeredNo commissions reportedGlobalinvest Financial Services, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (786) 536-4075 · Financial planningCRD 154466 · % of assets · $21.9 million AUMState registeredNo commissions reportedGuitian Wealth Management, LLC1200 Anastasia Avenue, Suite 450 · Coral Gables, FL 33134 · (954) 389-7297 · Financial planningCRD 171732 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reportedInnova Advisors2100 Ponce De Leon Blvd., Suite 1180 · Coral Gables, FL 33134 · (305) 646-1557 · Financial planningCRD 318958 · % of assets, Fixed fees, Performance-based fees · $264.8 million AUMSEC registeredNo commissions reportedInvenio Wealth Partners, LLC4000 Ponce De Leon Blvd., Suite 415 · Coral Gables, FL 33146 · (971) 371-3450 · Financial planningCRD 323039 · % of assets, Hourly charges, Fixed fees · $364.0 million AUMSEC registeredNo commissions reportedKirtland Financial Management, INC.100 Almeria Ave, Suite 302 · Coral Gables, FL 33134 · (305) 648-0006 · Financial planningCRD 131138 · % of assets, Hourly charges · $396.1 million AUMSEC registeredNo commissions reportedLadin Financial Group, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (305) 444-4898 · Financial planningCRD 168691 · % of assets, Hourly charges, Fixed fees · $13.0 million AUMState registeredNo commissions reportedMatters Capital LLC2000 Ponce De Leon Blvd, Suite 600 · Coral Gables, FL 33134 · (305) 528-3701 · Financial planningCRD 333776 · % of assets, Fixed fees · $296.8 million AUMSEC registeredNo commissions reportedMeira Wealth121 Alhambra Plaza, Suite 1000 · Coral Gables, FL 33134 · (305) 670-4440 · Financial planningCRD 108648 · % of assets, Hourly charges, Fixed fees · $317.8 million AUMSEC registeredNo commissions reportedMillares Asset Management, LLC500 South Dixie Highway, Suite 201 · Coral Gables, FL 33146 · (305) 662-9649 · Financial planningCRD 144620 · % of assets, Hourly charges, Fixed fees · $236.2 million AUMSEC registeredNo commissions reportedMultus Asset Management1600 Ponce De Leon Blvd, 10th Floor · Coral Gables, FL 33134 · (786) 584-6170 · Financial planningCRD 156114 · % of assets · $20.9 million AUMState registeredNo commissions reportedPortfolio Resources Advisor Group, INC.4000 Ponce De Leon Blvd Ste 670 · Coral Gables, FL 33146 · (305) 372-0299 · Financial planningCRD 144601 · % of assets, Hourly charges, Fixed fees · $121.9 million AUMSEC registeredNo commissions reportedPremia Global Advisors, LLC2600 South Douglas Road, Suite 1103 · Coral Gables, FL 33134 · (786) 646-9140 · Financial planningCRD 282426 · % of assets · $340.8 million AUMSEC registeredNo commissions reportedSeaview Investment Managers LLC2 Alhambra Plaza, Suite 802 · Coral Gables, FL 33134 · (305) 330-2332 · Financial planningCRD 300155 · % of assets, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedShaw Financial Solutions LLC2121 Ponce De Leon Blvd, Ste 405 · Coral Gables, FL 33134 · (305) 443-1706 · Financial planningCRD 329057 · % of assets, Fixed fees · $106.5 million AUMState registeredNo commissions reportedStonewealth Advisors, LLC121 Alhambra Plaza, Suite 1000 Unit 66 · Coral Gables, FL 33134 · (305) 615-1458 · Financial planningCRD 293600 · % of assets, Hourly charges, Fixed fees · $5.1 million AUMState registeredNo commissions reportedSunstate Wealth Management LLC2901 S Lejeune Road · Coral Gables, FL 33134 · (305) 567-5524 · Financial planningCRD 317453 · % of assets, Hourly charges, Fixed fees · $209.8 million AUMSEC registeredNo commissions reportedVim Wealth Management, LLC2332 Galiano St., 2nd Floor · Coral Gables, FL 33134 · (305) 905-8950 · Financial planningCRD 311641 · % of assets, Hourly charges, Subscription fees · $31.1 million AUMState registeredNo commissions reportedWe Family Offices2811 Ponce De Leon Blvd, Suite 840 · Coral Gables, FL 33134 · (305) 825-2225 · Financial planningCRD 109869 · % of assets, Fixed fees, Performance-based fees · $17.8 billion AUMSEC registeredNo commissions reported