Fee-OnlyFinder

Advisers in Daytona Beach, FL

8 advisers in Daytona Beach — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (7)Flat / fixed fees (4)Retirement plan consulting (5)

All advisers

Ashford Investment Advisors629 N Peninsula Drive · Daytona Beach, FL 32118 · (386) 523-9500 · Hourly feesCRD 141587 · % of assets, Hourly charges · $82.8 million AUMState registeredNo commissions reportedAvl Advisory LLC128 Orange Ave · Daytona Beach, FL 32114 · (386) 334-9765 · Financial planningCRD 337357 · % of assets, Hourly charges, Subscription feesState registeredNo commissions reportedBuckley Financial Group444 Seabreeze Blvd, Suite 660 · Daytona Beach, FL 32118 · (386) 238-3382 · Financial planningCRD 316925 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMState registeredNo commissions reportedCharter Advisory Services, LLC1616 Concierge Blvd, 1st Floor Ste. 100 · Daytona Beach, FL 32117 · (239) 244-8644 · Financial planningCRD 288303 · % of assets, Hourly charges · $9.0 million AUMState registeredNo commissions reportedFirstrust113 Executive Cir. · Daytona Beach, FL 32114 · (386) 788-3737 · Financial planningCRD 111800 · % of assets, Fixed fees · $250.0 million AUMSEC registeredNo commissions reportedKeyes, Stange & Wooten Wealth Management, LLC1825 Business Park Blvd., Suite E · Daytona Beach, FL 32114 · (386) 253-1980 · Financial planningCRD 139806 · % of assets, Hourly charges · $400.1 million AUMSEC registeredNo commissions reportedSilva Fiduciary Advisors601 Innovation Way · Daytona Beach, FL 32114 · (386) 212-9796 · Financial planningCRD 285319 · % of assets, Hourly charges · $16.7 million AUMState registeredNo commissions reportedStrive Retirement Group132 W International Speedway Blvd, Suite 65 · Daytona Beach, FL 32114 · (407) 357-0123 · Financial planningCRD 334443 · % of assets, Hourly charges, Fixed fees · $6.1 million AUMState registeredNo commissions reported
Talking to advisers in Daytona Beach? 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.