Fee-OnlyFinder

Financial planning in Davie, FL

3 advisers in Davie offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

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 reported