Fee-OnlyFinder

Advisers in Palm Beach Gardens, FL

30 advisers in Palm Beach Gardens — 30 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (13)Flat / fixed fees (17)Retirement plan consulting (10)

All advisers

Atticus Wealth Management11380 Prosperity Farms Road, Suite 201 · Palm Beach Gardens, FL 33410 · (561) 425-9500 · Financial planningCRD 296949 · % of assets, Hourly charges, Fixed fees · $565.3 million AUMSEC registeredNo commissions reportedBlue Line Capital Advisors8039 Hobbes Way · Palm Beach Gardens, FL 33418 · (561) 385-4131 · Financial planningCRD 297188 · % of assets, Hourly charges · $46.2 million AUMState registeredNo commissions reportedCastle Island Wealth11300 US Highway 1, Suite 600 · Palm Beach Gardens, FL 33408 · (561) 208-3883 · Financial planningCRD 287710 · % of assets, Hourly charges · $117.2 million AUMSEC registeredNo commissions reportedCenter for Asset Management, LLC3399 Pga Boulevard, Ste 320 · Palm Beach Gardens, FL 33410 · (561) 625-0900 · Financial planningCRD 147981 · % of assets, Hourly charges · $257.1 million AUMSEC registeredNo commissions reportedConvergence Investment Partners, LLC3801 Pga Blvd., Suite 1001 · Palm Beach Gardens, FL 33410 · (561) 494-8001 · % of assets managedCRD 148472 · % of assets · $523.6 million AUMSEC registeredNo commissions reportedDakota Wealth, LLC11376 N. Jog Road, Suite 101 · Palm Beach Gardens, FL 33418 · (561) 774-8101 · Financial planningCRD 297987 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reportedDigital Asset Investment Management2000 Pga Blvd Suite 4440 · Palm Beach Gardens, FL 33408 · (949) 298-7582 · Financial planningCRD 294098 · % of assets, Hourly charges, Fixed fees · $80.0 million AUMState registeredNo commissions reportedDivergent Capital Asset Management LLC3300 Pga Boulevard, Ste 570 · Palm Beach Gardens, FL 33410 · (800) 305-3221 · Financial planningCRD 324549 · % of assets, Fixed fees · $50.1 million AUMState registeredNo commissions reportedDsm Capital Partners7111 Fairway Drive, Suite 350 · Palm Beach Gardens, FL 33418 · (561) 618-4000 · % of assets managedCRD 113609 · % of assets, Performance-based fees · $7.6 billion AUMSEC registeredNo commissions reportedGladstone Wealth Partners2000 Pga Blvd., Suite 4440 · Palm Beach Gardens, FL 33408 · (908) 719-1313 · Financial planningCRD 250787 · % of assets, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reported
Global Trust11300 U.S. Highway 1, Suite 600 · Palm Beach Gardens, FL 33408 · (561) 472-0191 · % of assets managedCRD 143120 · % of assets · $450.2 million AUMSEC registeredNo commissions reportedGrey Rhodes Advisors, LLC4500 Pga Blvd, Suite 304b · Palm Beach Gardens, FL 33418 · (561) 453-2292 · % of assets managedCRD 311491 · % of assets · $43.6 million AUMState registeredNo commissions reportedGuiry Capital Management, LLC3801 Pga Blvd., Suite 600 · Palm Beach Gardens, FL 33410 · (561) 337-5224 · Flat / fixed feesCRD 122056 · % of assets, Fixed fees · $204.3 million AUMSEC registeredNo commissions reportedGwn Securities INC.11440 North Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2700 · Financial planningCRD 128929 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedHood River Capital Management LLC2373 Pga Boulevard, Suite 200 · Palm Beach Gardens, FL 33410 · (561) 484-5699 · % of assets managedCRD 166089 · % of assets, Performance-based fees · $9.5 billion AUMSEC registeredNo commissions reportedInvestment Advisors of America, LLC2401 Pga Blvd, #280-Q · Palm Beach Gardens, FL 33410 · (561) 694-6660 · Hourly feesCRD 322441 · % of assets, Hourly charges · $8.8 million AUMState registeredNo commissions reportedKuyrkendall Capital2401 Pga Blvd., Suite 196-15 · Palm Beach Gardens, FL 33410 · (772) 919-5768 · Financial planningCRD 337776 · % of assets, Fixed fees · $4.5 million AUMState registeredNo commissions reportedLri Investments3825 Pga Blvd, Suite 303 · Palm Beach Gardens, FL 33410 · (561) 323-2265 · Financial planningCRD 323556 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMartin Investment Management, LLC2000 Pga Blvd, Suite 4440 · Palm Beach Gardens, FL 33408 · (847) 424-9124 · Hourly feesCRD 105381 · % of assets, Hourly charges, Fixed fees · $888.1 million AUMSEC registeredNo commissions reportedMoney Concepts Advisory Service11440 Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2000 · Financial planningCRD 12963 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedMontello Wealth Management, INC.2401 Pga Blvd, Ste 280-Q · Palm Beach Gardens, FL 33410 · (561) 222-3305 · Financial planningCRD 151058 · % of assets, Hourly charges · $108.4 million AUMSEC registeredNo commissions reportedNexwealth LLC3801 Pga Boulevard, Suite 600 · Palm Beach Gardens, FL 33410 · (561) 971-3939 · Financial planningCRD 311424 · % of assets, Fixed fees · $172.2 million AUMSEC registeredNo commissions reportedOptimist Capital2401 Pga Blvd, Suite 148 · Palm Beach Gardens, FL 33410 · (561) 771-8077 · Financial planningCRD 292023 · % of assets, Hourly charges, Fixed fees · $96.7 million AUMState registeredNo commissions reportedPoinciana Advisors Group, LLC3300 Pga Boulevard, Suite 200 · Palm Beach Gardens, FL 33410 · (561) 296-0100 · Financial planningCRD 137423 · % of assets · $396.0 million AUMSEC registeredNo commissions reportedResnick Wealth Alliance, LLC4400 Pga Boulevard, Suite 404 · Palm Beach Gardens, FL 33410 · (561) 453-1120 · Financial planningCRD 316188 · % of assets, Fixed fees · $121.1 million AUMSEC registeredNo commissions reportedRetirement Income Strategies INC.4500 Pga Boulevard, Suite 201 · Palm Beach Gardens, FL 33418 · (561) 776-6269 · % of assets managedCRD 320737 · % of assets · $73.2 million AUMState registeredNo commissions reportedRollingwave Capital412 Capistrano Dr · Palm Beach Gardens, FL 33410 · (561) 571-1981 · % of assets managedCRD 306453 · % of assets · $21.0 million AUMState registeredNo commissions reportedWin Advisors, INC11440 Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2000 · Financial planningCRD 300351 · % of assets, Hourly charges, Fixed fees · $266.8 million AUMSEC registeredNo commissions reportedYour Planning Partner LLC3801 Pga Blvd, #600 · Palm Beach Gardens, FL 33410 · (561) 301-0008 · Financial planningCRD 283647 · % of assets, Hourly charges, Fixed fees · $90.7 million AUMState registeredNo commissions reportedZega Investments, LLC3801 Pga Boulevard, Suite 600 · Palm Beach Gardens, FL 33410 · (800) 380-9342 · Financial planningCRD 330428 · % of assets, Fixed fees · $614.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Palm Beach Gardens? 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.