Fee-OnlyFinder

Advisers in Ft Lauderdale, FL

5 advisers in Ft Lauderdale — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)% of assets managed (4)

All advisers

A.e. Laufer Financial Services, INC.1451 W Cypress Creek Rd, Suite 300 · Ft Lauderdale, FL 33309 · (954) 334-5812 · % of assets managedCRD 141921 · % of assets · $9.8 million AUMState registeredNo commissions reportedAssociated Investor Services, INC.2699 Stirling Road, Suite A200 · Ft. Lauderdale, FL 33312 · (954) 983-5600 · Financial planningCRD 133356 · Hourly charges, Fixed feesState registeredNo commissions reportedKovack Advisors, INC.6451 N. Federal Hwy, Suite 1201 · Ft. Lauderdale, FL 33308 · (954) 782-4771 · Financial planningCRD 140808 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedTempleton Investment Counsel, LLC300 Southeast 2nd Street · Ft. Lauderdale, FL 33301 · (954) 527-7500 · % of assets managedCRD 111370 · % of assets · $4.6 billion AUMSEC registeredNo commissions reportedWolfson Private Wealth, LLC1700 Nw 64th St, # 470 · Ft. Lauderdale, FL 33308 · (954) 609-5386 · Financial planningCRD 314416 · % of assets, Hourly charges, Performance-based fees · $2.7 million AUMState registeredNo commissions reported
Talking to advisers in Ft Lauderdale? 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.