Fee-OnlyFinder

% of assets managed in Ocala, FL

5 advisers in Ocala offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 5

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 reportedCtf Financial Services, INC.1900 Se 18th Avenue · Ocala, FL 34471 · (352) 369-0602 · Financial planningCRD 142217 · % of assets · $373,251 AUMState 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 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