Fee-OnlyFinder

Advisers in Gainesville, FL

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

Hourly fees (4)Flat / fixed fees (7)

All advisers

Chacon Diaz & Di Virgilio Wealth Management, LLC6208 Nw 43rd Street · Gainesville, FL 32653 · (888) 392-8007 · Financial planningCRD 154242 · % of assets, Fixed fees, Other · $90.3 million AUMSEC registeredNo commissions reportedKoss-Olinger Consulting, LLC.2700-A Nw 43rd Street · Gainesville, FL 32606 · (352) 373-3337 · Financial planningCRD 111855 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedLentz Advisors5110 Sw 91st Drive, Suite a · Gainesville, FL 32608 · (352) 375-5283 · Financial planningCRD 335553 · % of assets, Fixed fees · $40.4 million AUMState registeredNo commissions reportedMagna Vis Capital7000 Sw 91st St · Gainesville, FL 32608 · (941) 914-1551 · Financial planningCRD 328173 · % of assets, Hourly charges, Performance-based fees · $353,000 AUMState registeredNo commissions reportedMcDavid & Company Wealth Management Services2531 Nw 41st Street, Suite E · Gainesville, FL 32606 · (352) 373-7505 · Financial planningCRD 142187 · % of assets, Fixed fees · $28.4 million AUMState registeredNo commissions reportedRevision Wealth Management LLC3434 Sw 24th Avenue, Suite E · Gainesville, FL 32607 · (800) 564-8464 · Financial planningCRD 328408 · % of assets, Hourly charges, Fixed fees · $13.0 million AUMState registeredNo commissions reportedStrategic Asset Planning7311 Nw 4th Blvd · Gainesville, FL 32607 · (863) 521-3035 · Financial planningCRD 304415 · % of assets, Hourly charges, Fixed fees · $41.2 million AUMState registeredNo commissions reportedTogether Planning2631 Nw 41st Street, Suite E2 · Gainesville, FL 32606 · (352) 221-9300 · Financial planningCRD 175341 · % of assets, Hourly charges, Fixed fees · $176.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Gainesville? 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.