Fee-OnlyFinder

Advisers in Longwood, FL

6 advisers in Longwood — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (5)Flat / fixed fees (3)

All advisers

Avanti Wealth Management110 Crown Oak Centre Drive · Longwood, FL 32750 · (407) 331-7330 · Financial planningCRD 137322 · % of assets, Hourly charges, Fixed fees · $55.6 million AUMState registeredNo commissions reportedLongview, INC.740 Florida Central Parkway, Suite 2000 · Longwood, FL 32750 · (407) 260-6999 · Financial planningCRD 142050 · % of assets, Hourly charges · $24.9 million AUMState registeredNo commissions reportedO'Toole Strategic Investments LLC900 Fox Valley Drive, Suite 206 · Longwood, FL 32779 · (407) 786-4026 · % of assets managedCRD 310758 · % of assets, Other · $12.1 million AUMState registeredNo commissions reportedRoyal Palm Investment Advisors, INC740 Florida Central Parkway, Suite 2012 · Longwood, FL 32750 · (407) 475-0001 · Financial planningCRD 142335 · % of assets, Hourly charges · $39.8 million AUMState registeredNo commissions reportedSiler Wealth Management100 Crown Oak Centre Drive · Longwood, FL 32750 · (407) 831-8002 · Financial planningCRD 108682 · % of assets, Hourly charges, Fixed fees · $188.6 million AUMSEC registeredNo commissions reportedTim Looney Investments, LLC2180 Sr 434, Suite 6140 · Longwood, FL 32779 · (407) 331-6961 · Financial planningCRD 164413 · % of assets, Hourly charges, Fixed fees · $490.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Longwood? 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.