Fee-OnlyFinder

Advisers in Lake Mary, FL

13 advisers in Lake Mary — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (7)Flat / fixed fees (9)% of assets managed (12)Retirement plan consulting (4)

All advisers

Bluestar Wealth Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (888) 788-6478 · Flat / fixed feesCRD 337253 · % of assets, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedCoastal Wealth Advisory Services, LLC2500 W. Lake Mary Blvd, Suite 215 · Lake Mary, FL 32746 · (407) 878-3424 · % of assets managedCRD 306986 · % of assets · $20.3 million AUMState registeredNo commissions reportedCollaborative Wealth972 International Parkway · Lake Mary, FL 32746 · (407) 792-3336 · Financial planningCRD 142106 · % of assets, Hourly charges, Fixed fees · $653.3 million AUMSEC registeredNo commissions reportedDias Wealth, LLC250 International Parkway, Suite 134 · Lake Mary, FL 32746 · (321) 926-0936 · Financial planningCRD 304465 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedFamilywealth255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Financial planningCRD 289193 · % of assets, Fixed fees · $394.6 million AUMSEC registeredNo commissions reportedFamilywealth Asset Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Flat / fixed feesCRD 147869 · % of assets, Subscription fees, Other · $177.0 million AUMSEC registeredNo commissions reportedFinancial Life Designs LLC1540 International Parkway, Suite 2000 · Lake Mary, FL 32746 · (407) 590-9372 · Financial planningCRD 285241 · % of assets, Hourly charges, Fixed fees · $37.7 million AUMState registeredNo commissions reportedHaysley Financial Services, INC.255 Primera Boulvard, Suite 160 · Lake Mary, FL 32746 · (407) 982-7000 · Financial planningCRD 145248 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedJackson Wealth Management, LLC755 Primera Blvd, Suite 1001 · Lake Mary, FL 32746 · (407) 585-0235 · Financial planningCRD 147642 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reportedQtr Family Wealth, LLC605 Crescent Executive Court, Suite 104 · Lake Mary, FL 32746 · (407) 745-0715 · Financial planningCRD 331655 · % of assets, Hourly charges, Fixed fees · $749.3 million AUMSEC registeredNo commissions reported
Shariaportfolio, INC.1331 S. International Parkway, Suite 2291 · Lake Mary, FL 32746 · (321) 275-5125 · Financial planningCRD 173937 · % of assets, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reportedSymphony Financial Team1515 International Parkway, Suite 2031 · Lake Mary, FL 32746 · (407) 792-5576 · Financial planningCRD 288715 · Hourly charges, Fixed feesState registeredNo commissions reportedVirji Investments, INC.1331 S. International Pkwy, Suite 2291 · Lake Mary, FL 32746 · (321) 275-5050 · % of assets managedCRD 137001 · % of assets, Performance-based fees · $33.5 million AUMState registeredNo commissions reported
Talking to advisers in Lake Mary? 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.