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Financial planning in Fort Lauderdale, FL

14 advisers in Fort Lauderdale offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Brickstone Advisors300 Se 2nd Street, Suite 600 · Fort Lauderdale, FL 33301 · (954) 944-9072 · Financial planningCRD 319161 · % of assets, Hourly charges, Other · $2.1 million AUMState registeredNo commissions reportedExodus Wealth, LLC2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (925) 791-4444 · Financial planningCRD 174328 · % of assets, Hourly charges, Fixed fees · $483.6 million AUMSEC registeredNo commissions reportedFinancial Planning Services, INC.2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (954) 526-8339 · Financial planningCRD 311146 · % of assets, Hourly charges, Fixed fees · $20.0 million AUMSEC registeredNo commissions reportedGlobal Wealth Management Investment Advisory, INC.1301 East Broward Blvd, Suite 200 · Fort Lauderdale, FL 33301 · (954) 533-7144 · Financial planningCRD 286005 · % of assets, Hourly charges, Fixed fees · $722.8 million AUMSEC registeredNo commissions reportedHorowitz & Company, INC.901 South Federal Highway, Suite 202 · Fort Lauderdale, FL 33316 · (954) 349-0800 · Financial planningCRD 106737 · % of assets, Hourly charges, Fixed fees · $180.7 million AUMSEC registeredNo commissions reportedImperial Fund Asset Management LLC899 W Cypress Creek Rd · Fort Lauderdale, FL 33309 · (855) 226-5200 · Financial planningCRD 317525 · % of assets, Hourly charges, Performance-based fees · $6.8 billion AUMSEC registeredNo commissions reportedLas Olas Capital Advisors, LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 175077 · % of assets, Hourly charges, Fixed fees · $267.2 million AUMSEC registeredNo commissions reportedLas Olas Capital Wealth LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 340641 · % of assets, Hourly charges, Fixed fees · $269.1 million AUMSEC registeredNo commissions reportedMurray Street Capital Advisors, LLC1845 Se 4th Ave · Fort Lauderdale, FL 33316 · (954) 314-6700 · Financial planningCRD 300232 · % of assets, Fixed fees · $54.7 million AUMState registeredNo commissions reportedPalisades Hudson Asset Management, L.P.200 Sw First Avenue, Suite 800 · Fort Lauderdale, FL 33301 · (954) 524-5552 · Financial planningCRD 109134 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported
Provenance Wealth Advisors200 East Las Olas Boulevard, 19th Floor · Fort Lauderdale, FL 33301 · (954) 712-8888 · Financial planningCRD 126529 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedRoschman Capital Advisors, LLC6300 Ne 1st Ave, Suite 200 · Fort Lauderdale, FL 33334 · (954) 343-2466 · Financial planningCRD 282080 · % of assets, Fixed fees, Other · $1.4 million AUMState registeredNo commissions reportedSound Income Strategies, LLC500 W Cypress Creek Road, Suite 290 · Fort Lauderdale, FL 33309 · (954) 487-1860 · Financial planningCRD 173272 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedWiggin Financial Services101 Ne 3rd Avenue, Suite 1500 · Fort Lauderdale, FL 33301 · (954) 390-6191 · Financial planningCRD 151596 · % of assets, Hourly charges · $9.5 million AUMState registeredNo commissions reported