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Financial planning in Delray Beach, FL

4 advisers in Delray Beach offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Lvr Research, LLC101 Se 6th Ave, Suite G · Delray Beach, FL 33483 · (561) 871-8446 · Financial planningCRD 174438 · % of assets, Hourly charges · $23.9 million AUMState registeredNo commissions reportedMaclendon Wealth Management, LLC137 Nw 1st Avenue · Delray Beach, FL 33444 · (561) 293-3520 · Financial planningCRD 157819 · % of assets, Hourly charges, Fixed fees · $129.6 million AUMSEC registeredNo commissions reportedSundial Wealth LLC904 Se 5th Avenue · Delray Beach, FL 33483 · (561) 302-4371 · Financial planningCRD 321900 · % of assets, Hourly charges, Performance-based fees · $125.8 million AUMSEC registeredNo commissions reportedZuraw Financial209 Se 5th Avenue · Delray Beach, FL 33483 · (561) 272-7317 · Financial planningCRD 164527 · % of assets, Hourly charges, Fixed fees · $70.1 million AUMState registeredNo commissions reported