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Financial planning in Melbourne, FL

7 advisers in Melbourne offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

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 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 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 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 reported