Fee-OnlyFinder

Advisers in Saint Petersburg, FL

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

All advisers

Client Focused Financial200 Central Ave 4th Floor, 4th Floor · Saint Petersburg, FL 33701 · (609) 439-1687 · Financial planningCRD 289929 · % of assets, Fixed fees · $69.5 million AUMState registeredNo commissions reportedLighthouse Financial4020 Park Street N, Suite 201d · Saint Petersburg, FL 33709 · (727) 490-5797 · Financial planningCRD 137277 · % of assets, Hourly charges, Fixed fees · $755.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Saint Petersburg? 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.