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Advisers in Plantation, FL

8 advisers in Plantation — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

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Abacus Capital Advisors8181 West Broward Blvd, Suite 258 · Plantation, FL 33324 · (954) 361-4210 · % of assets managedCRD 309295 · % of assets, Performance-based fees · $119.5 million AUMSEC registeredNo commissions reportedActitrust Wealth Management LLC300 S. Pine Island Rd., Suite 305 · Plantation, FL 33324 · (754) 229-0051 · % of assets managedCRD 284827 · % of assets · $140.5 million AUMSEC registeredNo commissions reportedEmergent Fortuity Financial, LLC7777 Davie Rd Ext., #302b · Plantation, FL 33324 · (754) 239-4014 · % of assets managedCRD 299328 · % of assets · $3.1 million AUMState registeredNo commissions reportedFallenbaum CPA & Advisors, LLC300 S. Pine Island Rd., Suite #260 · Plantation, FL 33324 · (954) 615-4272 · Financial planningCRD 154314 · % of assets, Hourly charges, Fixed fees · $7.6 million AUMState registeredNo commissions reportedMg&a Wealth8151 Peters Road, Suite 3200 · Plantation, FL 33324 · (954) 289-9000 · Financial planningCRD 284866 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedNamm Financial LLC9811 Nw 10th St · Plantation, FL 33322 · (954) 815-3121 · Financial planningCRD 151860 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMState registeredNo commissions reportedSterling Wealth Advisors, INC.8201 Peters Road, Suite 1000 · Plantation, FL 33324 · (954) 771-1313 · Financial planningCRD 124121 · % of assets, Hourly charges, Fixed fees · $223.5 million AUMSEC registeredNo commissions reportedTobias Financial Advisors1000 S. Pine Island Road, Suite 450 · Plantation, FL 33324 · (954) 424-1660 · Financial planningCRD 104711 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Plantation? 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.