Fee-OnlyFinder

Advisers in Saint Augustine, FL

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

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Dignum Et Justum1301 Plantation Island Drive South, Suite 304 · Saint Augustine, FL 32080 · (904) 680-2848 · Financial planningCRD 342404 · % of assets, Hourly charges, Fixed fees · $1.5 million AUMSEC registeredNo commissions reportedSchrum Private Wealth Management, LLC3940 Lewis Speedway, Suite 2201 · Saint Augustine, FL 32084 · (904) 825-0422 · Financial planningCRD 312164 · % of assets, Fixed fees · $185.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Saint Augustine? 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.