Fee-OnlyFinder

Advisers in Coral Springs, FL

5 advisers in Coral Springs — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (4)% of assets managed (4)

All advisers

Fr Financial Advisors LLC5521 University Drive, Suite 104 · Coral Springs, FL 33067 · (954) 755-0222 · Financial planningCRD 135980 · % of assets, Hourly charges, Fixed fees · $135.7 million AUMSEC registeredNo commissions reportedGravitalix Financial3301 North University Drive, Suite 100 · Coral Springs, FL 33065 · (646) 732-0299 · Flat / fixed feesCRD 340206 · Fixed fees, Performance-based fees · $395.2 million AUMSEC registeredNo commissions reportedKris Lewicki & Associates, LLC7401 Wiles Road, Suite 323 · Coral Springs, FL 33067 · (954) 324-3550 · Financial planningCRD 156536 · % of assets, Hourly charges, Other · $95.8 million AUMState registeredNo commissions reportedPersonal Financial Profiles INC10100 W. Sample Road, Suite 300 · Coral Springs, FL 33065 · (954) 755-8647 · Financial planningCRD 109327 · % of assets, Hourly charges, Fixed fees · $335.3 million AUMSEC registeredNo commissions reportedProsperitus Wealth Advisors2855 N University Drive, Suite 110 · Coral Springs, FL 33065 · (954) 400-1470 · Financial planningCRD 306630 · % of assets, Hourly charges, Fixed fees · $69.4 million AUMState registeredNo commissions reported
Talking to advisers in Coral Springs? 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.