Fee-OnlyFinder

Advisers in Palm Beach, FL

7 advisers in Palm Beach — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bassam Wealth Management, LLC2875 South Ocean Blvd, Suite 200-28 · Palm Beach, FL 33480 · (561) 494-6391 · Financial planningCRD 330695 · % of assets · $241.0 million AUMSEC registeredNo commissions reportedCypress Capital Group251 Royal Palm Way, Suite 500 · Palm Beach, FL 33480 · (561) 659-5889 · % of assets managedCRD 121923 · % of assets · $63.2 million AUMState registeredNo commissions reportedDock Street Asset Management INC2875 South Ocean Blvd, Suite 200-46 · Palm Beach, FL 33480 · (203) 532-9470 · % of assets managedCRD 111163 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedDudley & Shanley, INC.205 Worth Avenue, #311 · Palm Beach, FL 33480 · (561) 855-4742 · Flat / fixed feesCRD 157515 · % of assets, Fixed fees · $746.8 million AUMSEC registeredNo commissions reportedHarvey Capital Management INC400 Royal Palm Way, Suite 400 · Palm Beach, FL 33480 · (561) 804-9181 · % of assets managedCRD 106224 · % of assets · $579.4 million AUMSEC registeredNo commissions reportedHudson Value Partners, LLC2875 South Ocean Blvd., Suite 200-26 · Palm Beach, FL 33480 · (646) 343-9772 · Financial planningCRD 301325 · % of assets, Hourly charges, Fixed fees · $678.3 million AUMSEC registeredNo commissions reportedKlocke Capital Group, LLC324 Royal Palm Way, Suite 208 · Palm Beach, FL 33480 · (877) 991-7161 · % of assets managedCRD 156160 · % of assets · $98.5 million AUMState registeredNo commissions reported
Talking to advisers in Palm 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.