Fee-OnlyFinder

Advisers in Lakewood Ranch, FL

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

% of assets managed (4)

All advisers

Base Wealth Management7301 Merchant Court, Suite a · Lakewood Ranch, FL 34240 · (941) 203-6040 · Financial planningCRD 321991 · % of assets, Hourly charges, Fixed fees · $326.3 million AUMSEC registeredNo commissions reportedClarity Capital Advisors, LLC9040 Town Center Parkway · Lakewood Ranch, FL 34202 · (800) 345-4635 · Financial planningCRD 282405 · Fixed fees · $406.3 million AUMSEC registeredNo commissions reportedOak Brook Advisors, LLC8470 Enterprise Circle · Lakewood Ranch, FL 34202 · (704) 376-6161 · Financial planningCRD 118151 · % of assets, Hourly charges · $17.0 million AUMState registeredNo commissions reportedPope Wealth Management9040 Town Center Parkway · Lakewood Ranch, FL 34202 · (941) 800-5955 · Financial planningCRD 310296 · % of assets · $76.7 million AUMState registeredNo commissions reportedTraver Financial Consulting Network PA9040 Town Center Parkway · Lakewood Ranch, FL 34202 · (917) 576-0308 · Financial planningCRD 139459 · % of assets · $121.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Lakewood Ranch? 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.