Fee-OnlyFinder

Hourly fees in Ocala, FL

6 advisers in Ocala offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 6

Canopy 360 Wealth, LLC104 Se 1st Avenue, Suite B · Ocala, FL 34471 · (352) 369-1120 · Financial planningCRD 296771 · % of assets, Hourly charges, Fixed fees · $382.8 million AUMSEC registeredNo commissions reportedGolden Reed Wealth Management, LLC1294 Se 24th Rd. · Ocala, FL 34471 · (352) 703-0129 · Financial planningCRD 340673 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedOcala Capital, LLC1396 Ne 20th Ave. Suite 600 · Ocala, FL 34470 · (352) 369-0014 · Financial planningCRD 174846 · % of assets, Hourly charges, Fixed fees · $15.1 million AUMState registeredNo commissions reportedSmith Financial LLC4524 Se 33rd Pl · Ocala, FL 34480 · (352) 286-0438 · Financial planningCRD 340796 · Hourly charges, Fixed feesState registeredNo commissions reportedTruesdell Wealth, INC.200 N.w. 52nd Ave. · Ocala, FL 34482 · (212) 433-2525 · Hourly feesCRD 167112 · Hourly charges, Fixed fees · $5.0 million AUMState registeredNo commissions reportedZinnia Wealth Advisory, LLC3220 Sw 33rd Rd · Ocala, FL 34474 · (352) 368-3680 · Financial planningCRD 295122 · % of assets, Hourly charges, Fixed fees · $168.8 million AUMSEC registeredNo commissions reported