Fee-OnlyFinder

Financial planning in Miami, FL

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

All 54

Aliya Capital Partners LLC1450 Brickell Ave, Suite 2600 · Miami, FL 33131 · (305) 831-4999 · Financial planningCRD 305988 · % of assets, Fixed fees, Performance-based fees · $5.3 billion AUMSEC registeredNo commissions reportedAmida Wealth Advisors, LLC218 Nw 24th Street · Miami, FL 33127 · (305) 809-0790 · Financial planningCRD 319227 · % of assets, Fixed fees · $53.9 million AUMState registeredNo commissions reportedArbalpha601 Brickell Key Drive, Suite 700 · Miami, FL 33131 · (786) 374-2620 · Financial planningCRD 327158 · % of assets · $121.6 million AUMSEC registeredNo commissions reportedArkhe Wealth Management701 Brickell Ave, Ste 1550 · Miami, FL 33131 · (786) 821-9044 · Financial planningCRD 337491 · % of assets, Hourly charges · $410,000 AUMState registeredNo commissions reportedBarnett Capital Advisors LLC444 Brickell Ave, Suite 820 · Miami, FL 33131 · (305) 328-8538 · Financial planningCRD 159113 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reportedBrickell Financial Group LLC848 Brickell Avenue, Ph 5 · Miami, FL 33131 · (305) 602-2402 · Financial planningCRD 283974 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedBulltick Wealth Management, LLC333 Se 2nd Ave, Suite 3950 · Miami, FL 33131 · (305) 533-1541 · Financial planningCRD 141588 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedCamerondowning, INC.101 Nw 8th St., Suite 200 · Miami, FL 33136 · (305) 564-3794 · Financial planningCRD 172258 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedCampos Financial8950 Sw 74th Court, Suite 2201 #B6 · Miami, FL 33156 · (305) 874-7480 · Financial planningCRD 304860 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedCela Wealth Management8950 Sw 74th Court, Suite 2213 · Miami, FL 33156 · (305) 667-8123 · Financial planningCRD 148040 · % of assets, Fixed fees · $65.0 million AUMState registeredNo commissions reported
Centrica Wealth Management1200 Brickell Avenue, Suite 1700b · Miami, FL 33131 · (305) 686-7910 · Financial planningCRD 335042 · % of assets, Fixed fees · $627.4 million AUMSEC registeredNo commissions reportedClark Private Wealth, LLC801 S. Miami Avenue, Unit 2103 · Miami, FL 33130 · (913) 963-9757 · Financial planningCRD 319333 · % of assets · $8.5 million AUMState registeredNo commissions reportedClout Capital78 Sw 7th St, Floor 7 Suite 7154 · Miami, FL 33130 · (561) 931-8430 · Financial planningCRD 327315 · % of assets, Fixed fees · $105.0 million AUMSEC registeredNo commissions reportedCoral Wealth Management, LLC20801 Biscayne Blvd., Suite 403 · Miami, FL 33180 · (305) 671-3914 · Financial planningCRD 307117 · % of assets, Hourly charges, Fixed fees · $124.3 million AUMSEC registeredNo commissions reportedCorient830 Brickell Plaza, Suite 4800 · Miami, FL 33131 · (305) 735-2020 · Financial planningCRD 319448 · % of assets, Hourly charges, Fixed fees · $165.3 billion AUMSEC registeredNo commissions reportedCorrales & CO.1200 Brickell Ave, Suite 220 · Miami, FL 33131 · (239) 421-5359 · Financial planningCRD 332189 · % of assets, Fixed fees · $174.2 million AUMSEC registeredNo commissions reportedCreand Management777 Brickell Avenue, Suite 1201 · Miami, FL 33131 · (305) 358-8844 · Financial planningCRD 154894 · % of assets, Hourly charges, Fixed fees · $506.6 million AUMSEC registeredNo commissions reportedDowntown Wealth Studios, LLC218 Northwest 24th St. · Miami, FL 33127 · (888) 240-2737 · Financial planningCRD 325213 · % of assets, Fixed fees · $563.5 million AUMSEC registeredNo commissions reportedElement Pointe Family Office333 Se 2nd Ave, Suite 2520 · Miami, FL 33131 · (786) 655-9790 · Financial planningCRD 282750 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedEm Financial Services, LLC13500 Sw 88th St., Suite 287 · Miami, FL 33186 · (305) 509-8462 · Financial planningCRD 337368 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedFdi Wealth Management, LLC777 Brickell Ave, Suite 500 · Miami, FL 33131 · (561) 875-7673 · Financial planningCRD 292050 · % of assets, Hourly charges · $283.8 million AUMSEC registeredNo commissions reportedFinaccess Advisors LLC1111 Brickell Avenue, Suite 2600 · Miami, FL 33131 · (305) 377-1112 · Financial planningCRD 150697 · % of assets, Fixed fees, Other · $4.1 billion AUMSEC registeredNo commissions reportedFinancial Designs Wealth Management8000 Nw 7th Street, Suite 203 · Miami, FL 33126 · (786) 388-0070 · Financial planningCRD 314520 · % of assets · $261.2 million AUMSEC registeredNo commissions reportedGalapagos Advisory LLC201 S Biscayne Blvd, Suite 1220 · Miami, FL 33131 · (305) 515-5878 · Financial planningCRD 322042 · % of assets, Fixed fees · $395.7 million AUMSEC registeredNo commissions reportedGentrust1450 Brickell Avenue, Suite 3050 · Miami, FL 33131 · (305) 677-6688 · Financial planningCRD 158369 · % of assets, Fixed fees, Performance-based fees · $5.2 billion AUMSEC registeredNo commissions reportedGermana Capital LLC1001 Brickell Bay Dr, Suite 2727 · Miami, FL 33131 · (312) 888-6886 · Financial planningCRD 321214 · % of assets, Hourly charges, Performance-based fees · $7.4 million AUMState registeredNo commissions reportedGlobal Kandor Advisors, LLC3350 Virginia Street, Second Floor · Miami, FL 33133 · (786) 558-0391 · Financial planningCRD 308452 · % of assets, Fixed fees · $483.3 million AUMSEC registeredNo commissions reportedGoi801 Brickell Avenue, 8th Floor · Miami, FL 33131 · (888) 464-4742 · Financial planningCRD 319494 · % of assets · $111.3 million AUMSEC registeredNo commissions reportedGrayton Beach Capital, LLC1221 Brickell Ave, Suite 900 · Miami, FL 33131 · (561) 928-1942 · Financial planningCRD 317626 · % of assets, Hourly charges · $28,400 AUMState registeredNo commissions reportedGuardant Wealth Advisors848 Brickell Avenue, Suite Ph5 · Miami, FL 33131 · (305) 845-7511 · Financial planningCRD 339708 · % of assets · $204.4 million AUMSEC registeredNo commissions reportedGuardant Wealth Advisors LLC848 Brickell Ave, Suite Ph5 · Miami, FL 33157 · (305) 845-7511 · Financial planningCRD 331392 · % of assets · $18,000 AUMState registeredNo commissions reportedGuerra Wealth Advisors6401 Sw 87 Avenue, Suite 119 · Miami, FL 33173 · (305) 448-1011 · Financial planningCRD 282409 · % of assets, Hourly charges, Fixed fees · $406.2 million AUMSEC registeredNo commissions reportedHighrise Wealth Management9495 Sw 72 St., Unit 270b · Miami, FL 33173 · (786) 370-6125 · Financial planningCRD 316327 · % of assets, Fixed fees · $17.6 million AUMState registeredNo commissions reportedIngham Retirement Group9350 South Dixie Highway, Suite 1560 · Miami, FL 33156 · (305) 671-2200 · Financial planningCRD 106299 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedJeffrey R. Jacobs, CPA12944 Sw 133 Court · Miami, FL 33186 · (305) 255-0011 · Financial planningCRD 141614 · % of assets, Hourly charges · $2.1 million AUMState registeredNo commissions reportedKaufman Rossin Wealth, LLC3310 Mary Street, Suite 501 · Miami, FL 33133 · (305) 646-6071 · Financial planningCRD 301921 · % of assets, Hourly charges · $506.7 million AUMSEC registeredNo commissions reportedLion Capital Advisors LLC1450 Brickell Ave., Suite 1480 · Miami, FL 33131 · (305) 849-5222 · Financial planningCRD 305440 · % of assets · $94.8 million AUMSEC registeredNo commissions reportedLongman Wealthcare Management, LLC11098 Biscayne Boulevard, Suite 304 · Miami, FL 33161 · (305) 892-8598 · Financial planningCRD 110555 · % of assets, Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedMmbg Investment Advisors CO.1221 Brickell Avenue, 1221 Brickell Building, Suite 1030 · Miami, FL 33131 · (305) 374-0704 · Financial planningCRD 285263 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedOctogone Na1395 Brickell Avenue, Suite 1180 · Miami, FL 33131 · (305) 677-9559 · Financial planningCRD 322478 · % of assets, Fixed fees, Performance-based fees · $469.7 million AUMSEC registeredNo commissions reportedRc Private Wealth, LLC9350 South Dixie Highway, Suite 1250 · Miami, FL 33156 · (786) 574-2367 · Financial planningCRD 329301 · % of assets, Hourly charges, Fixed fees · $1.2 million AUMState registeredNo commissions reportedRm Private Wealth Management801 Brickell Ave, Suite 800 · Miami, FL 33131 · (571) 332-7618 · Financial planningCRD 300082 · % of assets, Hourly charges · $340.9 million AUMSEC registeredNo commissions reportedSanctuary Advisors, LLC1450 Brickell Avenue, Suite 2120 · Miami, FL 33131 · (317) 975-7729 · Financial planningCRD 226606 · % of assets, Hourly charges, Fixed fees · $34.9 billion AUMSEC registeredNo commissions reportedSancus Wealth Management LLC2000 South Dixie Highway, Suite 110 · Miami, FL 33133 · (908) 499-1286 · Financial planningCRD 313226 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedSaul Wealth Advisors, LLC700 Ne 26th Terrace, Unit 3203 · Miami, FL 33137 · (212) 457-1990 · Financial planningCRD 337371 · % of assets, Hourly charges, Fixed fees · $201.5 million AUMSEC registeredNo commissions reportedSierra Capital LLC600 Brickell Avenue, Ste. 2020 · Miami, FL 33131 · (212) 867-3533 · Financial planningCRD 110129 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedSollinda Capital Management LLC1111 Brickell Ave, 10th Floor, Suite 68 · Miami, FL 33131 · (844) 662-1211 · Financial planningCRD 321742 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedStonex International Advisors INC1221 Brickell Avenue, Suite 200 · Miami, FL 33131 · (305) 377-8008 · Financial planningCRD 153799 · % of assets, Hourly charges, Fixed fees · $106.7 million AUMSEC registeredNo commissions reportedSulzberger Capital Advisors, INC.4500 Biscayne Boulevard, Suite 205 · Miami, FL 33137 · (305) 573-4900 · Financial planningCRD 174673 · % of assets · $117.1 million AUMSEC registeredNo commissions reportedThe Atlas Financial Group3050 Biscayne Boulevard, Suite 501 · Miami, FL 33137 · (786) 233-6233 · Financial planningCRD 306849 · % of assets, Hourly charges, Fixed fees · $174.9 million AUMSEC registeredNo commissions reportedThureos Asset Management LLC66 W. Flagler St., 9th FL, Suite 9078 · Miami, FL 33130 · (786) 550-8832 · Financial planningCRD 311400 · % of assets, Hourly charges · $28.0 million AUMState registeredNo commissions reportedVeltria Advisors Corp.801 Brickell Ave, Suite 2320 · Miami, FL 33131 · (305) 318-7172 · Financial planningCRD 189514 · % of assets, Fixed fees · $113.2 million AUMSEC registeredNo commissions reportedWakeful1200 Brickell Ave., Suite 1700b · Miami, FL 33131 · (305) 582-3796 · Financial planningCRD 144640 · % of assets · $54.7 million AUMState registeredNo commissions reportedZest1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 394-6486 · Financial planningCRD 316889 · % of assets, Performance-based fees · $90.6 million AUMSEC registeredNo commissions reported