Fee-OnlyFinder

Advisers in Melbourne, FL

11 advisers in Melbourne — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (5)

All advisers

Arbogast Financial Advisors, LLC108 West New Haven Avenue · Melbourne, FL 32901 · (321) 723-5480 · Financial planningCRD 141562 · % of assets, Hourly charges, Fixed fees · $50.8 million AUMState registeredNo commissions reportedBmr Global Wealth Management Group, INC.3270 Suntree Blvd, Suite #1103 · Melbourne, FL 32940 · Financial planningCRD 149417 · % of assets, Hourly charges, Other · $1.1 million AUMState registeredNo commissions reportedFlavin Financial Services, INC.2200 S. Babcock Street · Melbourne, FL 32901 · (321) 725-4700 · Financial planningCRD 144473 · % of assets, Hourly charges, Fixed fees · $205.0 million AUMSEC registeredNo commissions reportedInvestment Management Services Group, LLC4800 Dairy Road, Suite 101 · Melbourne, FL 32904 · (321) 837-0741 · % of assets managedCRD 144031 · % of assets · $9.2 million AUMState registeredNo commissions reportedMcCloskey & Associates, P.A.601 E. Strawbridge Ave, Suite 101 · Melbourne, FL 32901 · (321) 541-1262 · Financial planningCRD 142883 · % of assets, Hourly charges, Fixed fees · $6.3 million AUMState registeredNo commissions reportedMoney Management Concepts INC.6767 N. Wickham Road, Suite 400pq · Melbourne, FL 32940 · (321) 258-1932 · % of assets managedCRD 111485 · % of assets · $119.6 million AUMSEC registeredNo commissions reportedOxenfree Financial1900 S. Harbor City Blvd., Ste. 111 · Melbourne, FL 32901 · (321) 722-7882 · Financial planningCRD 327105 · % of assets, Hourly charges, Fixed fees · $249.8 million AUMSEC registeredNo commissions reportedProverbi Capital Advisors, LLC1900 S. Harbor City Blvd, Suite 327 · Melbourne, FL 32901 · (321) 252-8585 · % of assets managedCRD 316555 · % of assets · $14.4 million AUMState registeredNo commissions reportedRossby Financial, LLC2412 Irwin Street · Melbourne, FL 32901 · (321) 209-0111 · Financial planningCRD 324631 · % of assets, Hourly charges, Fixed fees · $854.8 million AUMSEC registeredNo commissions reportedSound Financial Solutions LLC1900 S. Harbor City Blvd, Suite 305 · Melbourne, FL 32901 · (321) 984-2152 · Financial planningCRD 168588 · % of assets · $18.4 million AUMState registeredNo commissions reportedValuengine Capital Management LLC1900 S Harbor City Blvd, Suite 328 · Melbourne, FL 32901 · (321) 325-0519 · % of assets managedCRD 175004 · % of assets · $19.1 million AUMState registeredNo commissions reported
Talking to advisers in Melbourne? 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.