Fee-OnlyFinder

Advisers in Destin, FL

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

Hourly fees (3)Flat / fixed fees (3)

All advisers

Chipser Wealth Management, LLC4300 Legendary Drive, Suite 230 · Destin, FL 32541 · (850) 424-6330 · Financial planningCRD 306396 · % of assets, Hourly charges, Fixed fees · $140.0 million AUMSEC registeredNo commissions reportedClear Harbor Wealth Management543 Harbor Blvd, Ste 501 · Destin, FL 32541 · (850) 687-3384 · Financial planningCRD 311114 · % of assets, Hourly charges, Performance-based fees · $69.7 million AUMState registeredNo commissions reportedStein Financial LLC151 Regions Way, Ste 6b · Destin, FL 32541 · (850) 737-4752 · Financial planningCRD 319712 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reportedWealthtrust Asset Management, LLC4458 Legendary Dr., Suite 140 · Destin, FL 32541 · (850) 460-8444 · Financial planningCRD 174901 · % of assets, Hourly charges, Fixed fees · $217.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Destin? 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.