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Financial planning in Plantation, FL

5 advisers in Plantation offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

Fallenbaum 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 reported Mg&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 reported Namm 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 reported Sterling 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 reported Tobias 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