Fee-OnlyFinder

Advisers in Davie, FL

4 advisers in Davie — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)

All advisers

Moore Financial Planning Advisors, LLC10200 W State Rd 84, Suite 209 · Davie, FL 33324 · (954) 382-8877 · Financial planningCRD 146581 · % of assets, Hourly charges, Fixed fees · $2.0 million AUMState registeredNo commissions reportedMouly Financial Management, INC.12401 Orange Drive, Suite 223 · Davie, FL 33330 · (954) 416-1776 · Financial planningCRD 141809 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reportedPatterson Investments, INC.4801 S University Drive,, Suite 219 · Davie, FL 33328 · (305) 648-3080 · Financial planningCRD 152218 · % of assets, Fixed fees · $83.5 million AUMState registeredNo commissions reportedSedg Financial Services Corp.12555 Orange Dr, Suite 124 · Davie, FL 33330 · (954) 862-1492 · % of assets managedCRD 155488 · % of assets · $53.3 million AUMState registeredNo commissions reported
Talking to advisers in Davie? 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.