Fee-OnlyFinder

Advisers in Jupiter, FL

15 advisers in Jupiter — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (8)Flat / fixed fees (10)Retirement plan consulting (4)

All advisers

Aft, Forsyth and Company, INC.4171 Main Street · Jupiter, FL 33458 · (561) 296-6680 · % of assets managedCRD 137404 · % of assets · $258.6 million AUMSEC registeredNo commissions reportedBlackridge Asset Management, LLC1070 E. Indiantown Road, Suite 208-210 · Jupiter, FL 33477 · (561) 641-5050 · Financial planningCRD 277085 · % of assets, Hourly charges, Fixed fees · $216.7 million AUMSEC registeredNo commissions reportedCayside Partners364 Cypress Drive, Suite 202 · Jupiter, FL 33469 · (561) 768-9621 · Financial planningCRD 306090 · % of assets, Hourly charges, Fixed fees · $438.0 million AUMSEC registeredNo commissions reportedCore Wealth Management, INC.4600 Military Trail, Suite 215 · Jupiter, FL 33458 · (561) 491-0231 · Financial planningCRD 162870 · % of assets, Hourly charges, Fixed fees · $404.7 million AUMSEC registeredNo commissions reportedDaniels D'amelio Investment Management Group, LLC1080 E. Indiantown Road, Suite 200 · Jupiter, FL 33477 · (561) 972-7797 · Financial planningCRD 301456 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reportedFortuna Investors LLC13641 159th St N · Jupiter, FL 33478 · (646) 538-1949 · Financial planningCRD 175072 · % of assets, Hourly charges, Fixed fees · $21.2 million AUMState registeredNo commissions reportedInlet Private Wealth, LLC116 Intracoastal Pointe Dr., Suite 400 · Jupiter, FL 33477 · (561) 781-0400 · % of assets managedCRD 297154 · % of assets · $608.1 million AUMSEC registeredNo commissions reportedOne + One Wealth Management, LLC1061 E. Indiantown Road, Suite 300 · Jupiter, FL 33477 · (561) 972-4913 · Hourly feesCRD 310906 · % of assets, Hourly charges, Fixed fees · $383.0 million AUMSEC registeredNo commissions reportedPatriot Securities LLC4600 Military Trail, Suite 222 · Jupiter, FL 33458 · (561) 249-9795 · % of assets managedCRD 270023 · % of assets · $30.3 million AUMState registeredNo commissions reportedPelican Financial Planning and Wealth, PLLC110 Front Street, Suite 300 · Jupiter, FL 33477 · (561) 295-3483 · Financial planningCRD 335198 · % of assets, Fixed fees · $25.5 million AUMState registeredNo commissions reported
Pinder Financial, LLC6055 Francis St. · Jupiter, FL 33458 · (561) 635-3022 · Financial planningCRD 323918 · % of assets · $700,000 AUMState registeredNo commissions reportedRenew Family Wealth1 S. Coastal Way, Unit 104 · Jupiter, FL 33477 · (561) 406-2146 · Financial planningCRD 298618 · % of assets, Hourly charges, Fixed fees · $105.4 million AUMState registeredNo commissions reportedSlatestone Wealth LLC661 University Blvd, Suite 100 · Jupiter, FL 33458 · (561) 244-2504 · Financial planningCRD 286669 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedTegesta Capital, LLC110 Front St., Suite 300 · Jupiter, FL 33477 · (561) 510-0505 · % of assets managedCRD 156086 · % of assets · $111.1 million AUMState registeredNo commissions reportedUrs Advisory4425 N Military Trail, Suite 208 · Jupiter, FL 33458 · (561) 594-0100 · Financial planningCRD 289892 · % of assets, Fixed fees · $200.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Jupiter? 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.