Fee-OnlyFinder

Advisers in Ormond Beach, FL

6 advisers in Ormond Beach — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Broadstreet Financial Advisers LLC310 Wilmette Avenue, Suite 2 · Ormond Beach, FL 32174 · (386) 299-4160 · Hourly feesCRD 130311 · % of assets, Hourly charges · $84.2 million AUMState registeredNo commissions reportedCompass Financial Advisory Services, LLC880 Airport Road, Suite 112a · Ormond Beach, FL 32174 · (386) 673-5191 · Financial planningCRD 316843 · % of assets, Fixed fees · $527.2 million AUMSEC registeredNo commissions reportedHolland Advisory Services, INC.700 West Granada Boulevard · Ormond Beach, FL 32174 · (386) 671-7526 · Financial planningCRD 136302 · % of assets, Hourly charges, Fixed fees · $307.7 million AUMSEC registeredNo commissions reportedNorthstar Strategic Investments INC25 Country Club Drive · Ormond Beach, FL 32176 · (386) 233-3458 · Financial planningCRD 155202 · % of assets, Hourly charges, Subscription fees · $2.0 million AUMState registeredNo commissions reportedPlan to Prosper Wealth Management595 W. Granada Boulevard, Suite K · Ormond Beach, FL 32174 · (386) 271-2127 · % of assets managedCRD 327660 · % of assets · $234.3 million AUMSEC registeredNo commissions reportedStorms & Rowdon Financial Services, INC.1230 U.S. Highway 1, Ste 5 · Ormond Beach, FL 32174 · (386) 677-0191 · Financial planningCRD 334690 · % of assets, Hourly charges, Fixed fees · $141.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Ormond 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.