Fee-OnlyFinder

Advisers in Osprey, FL

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

All advisers

Paracca Financial Group428 S Tamiami Trail · Osprey, FL 34229 · (724) 650-7023 · % of assets managedCRD 337399 · % of assets · $22.2 million AUMState registeredNo commissions reportedSarasota Capital Strategies,inc.460 South Tamiami Trail · Osprey, FL 34229 · (941) 918-2255 · Financial planningCRD 125951 · % of assets, Fixed fees · $74.6 million AUMState registeredNo commissions reported
Talking to advisers in Osprey? 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.