Fee-OnlyFinder

Advisers in North Miami, FL

2 advisers in North Miami — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Flagstick Capital Partners LLC2283 Keystone Blvd · North Miami, FL 33181 · (703) 963-6996 · Financial planningCRD 341091 · % of assets, Performance-based feesState registeredNo commissions reportedMendoza Private Wealth1801 Ne 123rd Street, Suite 314 · North Miami, FL 33181 · (305) 503-5133 · Financial planningCRD 329126 · % of assets, Hourly charges, Fixed fees · $101.4 million AUMSEC registeredNo commissions reported
Talking to advisers in North Miami? 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.