Fee-OnlyFinder

Advisers in Palm Coast, FL

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

All advisers

Capstone Investment Management LLC18 Market Ave., Suite 100 · Palm Coast, FL 32164 · (386) 202-4498 · Financial planningCRD 281042 · % of assets, Fixed fees · $93.5 million AUMState registeredNo commissions reportedJohnson Wealth Management, LLC389 Palm Coast Parkway Sw, Suite 4 · Palm Coast, FL 32137 · (386) 597-0057 · Financial planningCRD 286036 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMState registeredNo commissions reported
Talking to advisers in Palm Coast? 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.