Fee-OnlyFinder

Advisers in Miami Beach, FL

13 advisers in Miami Beach — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (7)% of assets managed (11)

All advisers

Allegiant Financial Advisors, LLC1000 5th Street, Suite 200 · Miami Beach, FL 33139 · Financial planningCRD 141047 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedDhody Investment Group2340 Collins Avenue, Suite 604 · Miami Beach, FL 33139 · (305) 433-4250 · Financial planningCRD 318610 · % of assets, Fixed fees · $341.4 million AUMSEC registeredNo commissions reportedExpat Financial Solutions1680 Michigan Ave., Suite 700 · Miami Beach, FL 33139 · (305) 777-2240 · Financial planningCRD 170747 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedFierce Financial Group LLC1680 Michigan Avenue, Suite 1000 · Miami Beach, FL 33139 · (305) 799-8555 · % of assets managedCRD 299467 · % of assets · $40.0 million AUMState registeredNo commissions reportedGlassbead Capital Management LLC407 Lincoln Road, Suite 11l · Miami Beach, FL 33139 · (917) 251-4419 · Flat / fixed feesCRD 298816 · % of assets, Fixed fees, Performance-based fees · $138.0 million AUMSEC registeredNo commissions reportedManna Wealth Management429 Lenox Ave, Suite 527 · Miami Beach, FL 33139 · (305) 306-7107 · Financial planningCRD 332313 · % of assets · $146.1 million AUMSEC registeredNo commissions reportedOsprey Capital Management Corp.800 South Pointe Drive, Suite 2001 · Miami Beach, FL 33139 · (305) 608-0807 · % of assets managedCRD 172524 · % of assets, Performance-based fees · $197.2 million AUMSEC registeredNo commissions reportedRose Capital Advisors, LLC119 Washington Avenue, Suite 400 · Miami Beach, FL 33139 · (305) 534-7673 · Financial planningCRD 173054 · % of assets, Hourly charges, Fixed fees · $608.3 million AUMSEC registeredNo commissions reportedSavvy Wealth Management LLC6538 Collins Ave, #350 · Miami Beach, FL 33141 · (831) 402-2904 · Financial planningCRD 313380 · Hourly charges, Fixed feesState registeredNo commissions reportedThird Eye Capital Management, LLC300 South Pointe Drive, #1402 · Miami Beach, FL 33139 · (732) 447-3019 · % of assets managedCRD 287819 · % of assets · $291.3 million AUMSEC registeredNo commissions reported
Thomas J. Herzfeld Advisors, INC.119 Washington Avenue, Suite 405 · Miami Beach, FL 33139 · (305) 777-1660 · % of assets managedCRD 108369 · % of assets, Performance-based fees, Other · $890.4 million AUMSEC registeredNo commissions reportedVector Technologies, LLC5055 Collins Avenue, Suite 5c · Miami Beach, FL 33140 · (305) 317-0140 · Flat / fixed feesCRD 323237 · Fixed feesSEC registeredNo commissions reportedVesta Wealth Management, LLC1688 Meridian Avenue, 7th Floor, Suite 700 · Miami Beach, FL 33139 · (786) 579-2519 · Financial planningCRD 167498 · % of assets · $333.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Miami Beach? 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.