Fee-OnlyFinder

Advisers in Palm Harbor, FL

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

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)

All advisers

Basile Financial Group, INC.36410 US Highway 19 N · Palm Harbor, FL 34684 · (727) 900-7068 · Financial planningCRD 289419 · % of assets, Hourly charges, Fixed fees · $5.4 million AUMState registeredNo commissions reportedFidelity Capital Management Corp2940 Country Woods Lane · Palm Harbor, FL 34683 · (941) 706-5564 · Flat / fixed feesCRD 122651 · % of assets, Fixed fees · $150,000 AUMState registeredNo commissions reportedNathan G. Hanna, LLC2706 Alt. 19n., Suite 206 · Palm Harbor, FL 34683 · (727) 773-2988 · Financial planningCRD 158936 · % of assets, Hourly charges · $31.1 million AUMState registeredNo commissions reportedPremier Private Wealth Management, LLC1025 Ohio Avenue · Palm Harbor, FL 34683 · (727) 281-2882 · Financial planningCRD 331860 · % of assets, Hourly charges, Fixed fees · $126.3 million AUMSEC registeredNo commissions reportedSterling Bridge Financial Group LLC4174 Woodlands Parkway · Palm Harbor, FL 34685 · (727) 250-4130 · Financial planningCRD 304409 · % of assets · $131.1 million AUMSEC registeredNo commissions reportedToring Financial Advisors, INC.522 Alt19 · Palm Harbor, FL 34683 · (727) 741-4186 · Financial planningCRD 329417 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported
Talking to advisers in Palm Harbor? 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.