Fee-OnlyFinder

Advisers in Lutz, FL

7 advisers in Lutz — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (3)

All advisers

Dipaolo Financial Group, INC.4635 Van Dyke Road · Lutz, FL 33558 · (813) 475-3130 · Financial planningCRD 309637 · % of assets, Fixed fees · $168.0 million AUMSEC registeredNo commissions reportedDmk Advisor Group, INC.17961 Hunting Bow Circle, Suite 102 · Lutz, FL 33558 · (813) 996-6100 · Financial planningCRD 41067 · % of assets, Fixed fees · $130.8 million AUMSEC registeredNo commissions reportedEdmp, INC.136 Whitaker Road, Suite a · Lutz, FL 33549 · (813) 960-9600 · % of assets managedCRD 110248 · % of assets · $147.4 million AUMSEC registeredNo commissions reportedFundamental Investment Alliance Group, INC.136 Whitaker Road, Suite a · Lutz, FL 33549 · (813) 960-9600 · % of assets managedCRD 131166 · % of assets · $10.8 million AUMState registeredNo commissions reportedPfg Private Wealth Management, LLC18572 N. Dale Mabry Hwy · Lutz, FL 33548 · (813) 286-7776 · Financial planningCRD 282301 · % of assets, Hourly charges, Fixed fees · $289.0 million AUMSEC registeredNo commissions reportedScs Asset Management, INC17872 US Highway 41 N · Lutz, FL 33549 · (813) 875-5800 · Hourly feesCRD 132450 · % of assets, Hourly charges · $30.2 million AUMState registeredNo commissions reportedTaylor & Williams, INC.286 Crystal Grove Blvd. · Lutz, FL 33548 · (813) 936-0222 · Financial planningCRD 121776 · % of assets, Hourly charges · $93.9 million AUMState registeredNo commissions reported
Talking to advisers in Lutz? 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.