Fee-OnlyFinder

Advisers in Rockledge, FL

5 advisers in Rockledge — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Advanced Tax & Investments, INC.1982 US Hwy #1, Suite 102 · Rockledge, FL 32955 · (407) 595-2084 · Financial planningCRD 137357 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedApi Financial Advisors, LLC1950 Rockledge Blvd, Unit 201 · Rockledge, FL 32955 · (321) 888-2599 · Financial planningCRD 304586 · % of assets, Hourly charges · $84.7 million AUMSEC registeredNo commissions reportedMcCarty Wealth4175 US 1, Suite 101 · Rockledge, FL 32955 · (321) 221-7870 · Financial planningCRD 333888 · % of assets, Fixed fees · $55.5 million AUMState registeredNo commissions reportedRall Capital Management, INC.573 Barnes Blvd, Suite 103 · Rockledge, FL 32955 · (321) 452-1251 · Financial planningCRD 132827 · % of assets, Fixed fees · $122.7 million AUMSEC registeredNo commissions reportedSolomon Api LLC1950 Rockledge, Unit 201 · Rockledge, FL 32955 · (321) 888-2599 · Financial planningCRD 159471 · % of assets, Hourly charges · $389.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Rockledge? 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.