Fee-OnlyFinder

Advisers in Sarasota, FL

49 advisers in Sarasota — 49 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (37)Hourly fees (21)Flat / fixed fees (27)% of assets managed (47)Retirement plan consulting (9)

All advisers

Advanced Wealth Management1990 Main Street, Suite 750 · Sarasota, FL 34236 · (941) 451-8512 · Financial planningCRD 284438 · % of assets, Hourly charges, Fixed fees · $110.7 million AUMSEC registeredNo commissions reportedAristotle Atlantic Partners, LLC50 Central Avenue, Suite 750 · Sarasota, FL 34236 · (212) 652-4150 · % of assets managedCRD 285721 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedArlen Wealth Management, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (941) 309-5193 · % of assets managedCRD 150618 · % of assets · $70.1 million AUMState registeredNo commissions reportedBroad Reach Wealth Management, LLC1990 Main St., Suite 750 · Sarasota, FL 34236 · (941) 306-4621 · Financial planningCRD 146128 · % of assets, Fixed fees · $35.2 million AUMState registeredNo commissions reportedCambria Wealth Management240 S. Pineapple Ave., Suite 204 · Sarasota, FL 34236 · (941) 444-1120 · Financial planningCRD 335458 · % of assets, Fixed fees · $115.7 million AUMSEC registeredNo commissions reportedClarity Financial Design205 N Orange Ave, Suite 306 · Sarasota, FL 34236 · (407) 494-0593 · Financial planningCRD 316258 · % of assets, Fixed fees · $51.4 million AUMState registeredNo commissions reportedCompound Family Offices, LLC2033 Main Street, Suite 202 · Sarasota, FL 34237 · (941) 556-9294 · Financial planningCRD 298776 · % of assets · $540.8 million AUMSEC registeredNo commissions reportedCPA Investment Solutions, INC.7250 Kyle Court · Sarasota, FL 34240 · (941) 923-1831 · Financial planningCRD 144888 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reportedCumberland Advisors1 South School Avenue, Suite 900 · Sarasota, FL 34237 · (800) 257-7013 · Financial planningCRD 107964 · % of assets, Fixed fees, Other · $3.2 billion AUMSEC registeredNo commissions reportedEchelon Virtual Family Office, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (888) 892-9882 · Financial planningCRD 307166 · % of assets, Fixed fees · $23.8 million AUMState registeredNo commissions reported
Forza Wealth Management5605 Marquesas Circle · Sarasota, FL 34233 · (941) 203-3748 · Financial planningCRD 281075 · % of assets, Hourly charges · $422.4 million AUMSEC registeredNo commissions reportedGlaxis Capital Management, LLC443 John Ringling Blvd, Suite G · Sarasota, FL 34236 · (941) 556-5333 · % of assets managedCRD 134227 · % of assets, Performance-based fees · $160.8 million AUMSEC registeredNo commissions reportedGlobal Financial Private Client6000 Cattleridge Drive, Suite 200 · Sarasota, FL 34232 · (941) 441-1624 · Financial planningCRD 290006 · % of assets, Hourly charges, Fixed fees · $828.3 million AUMSEC registeredNo commissions reportedGoar, Endriss & Walker, P.A.1590 First Street · Sarasota, FL 34236 · (941) 366-6380 · Financial planningCRD 142160 · Hourly charges, Other · $26.0 million AUMState registeredNo commissions reportedGuardsman Private Capital Management, INC.1221 S. Tamiami Trail · Sarasota, FL 34239 · (941) 349-9200 · Financial planningCRD 172205 · % of assets, Hourly charges, Fixed fees · $207.9 million AUMSEC registeredNo commissions reportedHammond Asset Management LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (561) 284-4168 · Financial planningCRD 167357 · % of assets, Hourly charges · $10.7 million AUMState registeredNo commissions reportedInsight Family Financial8051 N Tamiami Trail, Suite E6 · Sarasota, FL 34243 · (727) 304-4559 · Financial planningCRD 317633 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedIntegrity Wealth Management6561 Palmer Park Circle, Suite C · Sarasota, FL 34238 · (941) 955-2700 · % of assets managedCRD 137803 · % of assets · $77.2 million AUMState registeredNo commissions reportedInvestment Advisory Group LLC1343 Main Street, Suite 705-787 · Sarasota, FL 34236 · (781) 826-1235 · Financial planningCRD 109445 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedJ. L. Bainbridge & CO., INC.1582 Main Street · Sarasota, FL 34236 · (941) 365-3435 · Financial planningCRD 108058 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedJohnson Private Wealth Management, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (847) 980-7746 · Financial planningCRD 169413 · % of assets, Fixed fees · $37.3 million AUMState registeredNo commissions reportedKennon Financial1 South School Avenue, Penthouse Suite · Sarasota, FL 34237 · (941) 556-6307 · % of assets managedCRD 301130 · % of assets · $300.0 million AUMSEC registeredNo commissions reportedLake Water Advisory, LLC3001 Founders Club Drive · Sarasota, FL 34240 · (941) 587-1466 · Financial planningCRD 327854 · % of assets, Fixed fees · $82.6 million AUMState registeredNo commissions reportedMainland Financial6151 Lake Osprey Dr, Suite 300 · Sarasota, FL 34240 · (941) 306-3020 · Financial planningCRD 119667 · % of assets, Hourly charges · $41.6 million AUMState registeredNo commissions reportedMelberth Capital1999 Main Street · Sarasota, FL 34236 · (941) 320-1359 · % of assets managedCRD 309657 · % of assets · $14.8 million AUMState registeredNo commissions reportedMiller Value Partners, LLC50 S. Lemon Ave., #302 · Sarasota, FL 34236 · (410) 454-3130 · % of assets managedCRD 110632 · % of assets, Performance-based fees · $418.2 million AUMSEC registeredNo commissions reportedMonorail Securities LLC3322 Bee Ridge Rd, Suite 200 · Sarasota, FL 34239 · (941) 925-2121 · Flat / fixed feesCRD 285309 · % of assets, Subscription fees · $388.7 million AUMSEC registeredNo commissions reportedMra Advisory Group2639 Fruitville Rd, Suite 103 · Sarasota, FL 34237 · (844) 672-7623 · Financial planningCRD 287933 · % of assets, Subscription fees, Fixed fees · $361.3 million AUMSEC registeredNo commissions reportedNed Davis Research, INC.3665 Bee Ridge Road, Suite 306 · Sarasota, FL 34233 · (941) 412-2300 · Hourly feesCRD 112260 · Hourly charges, Subscription fees, Fixed fees · $2.2 million AUMSEC registeredNo commissions reportedPath Financial, LLC1990 Main Street #750 · Sarasota, FL 34236 · (941) 350-7904 · Financial planningCRD 146891 · % of assets, Fixed fees · $40.0 million AUMState registeredNo commissions reportedPlatinum Planning, INC.534 South Pineapple Avenue · Sarasota, FL 34236 · (941) 444-5260 · Financial planningCRD 120213 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMState registeredNo commissions reportedPrestige Advisors INC.6710 Professional Parkway West, Suite 305 · Sarasota, FL 34240 · (941) 799-3300 · Financial planningCRD 319102 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedPrince Asset Management, INC.2033 Main Street, Suite 303 · Sarasota, FL 34237 · (941) 363-9090 · % of assets managedCRD 141567 · % of assets · $137.7 million AUMSEC registeredNo commissions reportedRanch Capital Advisors INC.4910 Lakewood Ranch Blvd, #130 · Sarasota, FL 34240 · (941) 462-2666 · Financial planningCRD 300966 · % of assets, Hourly charges, Fixed fees · $385.5 million AUMSEC registeredNo commissions reportedRbf Capital Management, INC.3800 S. Tamiami Trail, Suite 327 · Sarasota, FL 34239 · (941) 870-1944 · Financial planningCRD 164524 · % of assets · $160.6 million AUMSEC registeredNo commissions reportedReality Financial Planning Services, LLC3947 Clark Road · Sarasota, FL 34233 · (941) 366-5700 · Financial planningCRD 143352 · % of assets, Hourly charges, Fixed fees · $125.9 million AUMSEC registeredNo commissions reportedSage Wealth Consulting, LLC6151 Lake Osprey Drive, Suite 300 · Sarasota, FL 34240 · (941) 500-3660 · Financial planningCRD 298912 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedSara-Bay Financial Corp.2201 Cantu Court, Suite 102 · Sarasota, FL 34232 · (941) 371-8027 · Financial planningCRD 133443 · % of assets · $396.8 million AUMSEC registeredNo commissions reportedStarkel Wealth Advisors, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (417) 708-7400 · Financial planningCRD 326311 · % of assets · $14.3 million AUMState registeredNo commissions reportedSwan Retirement Strategies2553 Fruitville Road · Sarasota, FL 34237 · (941) 271-9005 · Financial planningCRD 332099 · % of assets, Hourly charges, Fixed fees · $48.0 million AUMState registeredNo commissions reportedTactive Advisors, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (855) 282-2848 · % of assets managedCRD 309311 · % of assets · $619.0 million AUMSEC registeredNo commissions reportedTrue Path Financial LLC1689 2nd Street, Suite 103 · Sarasota, FL 34236 · (941) 867-4745 · Financial planningCRD 336137 · % of assets, Fixed fees · $82.3 million AUMState registeredNo commissions reportedTruvestments Capital LLC5391 Lakewood Ranch Blvd N, Suite #303 · Sarasota, FL 34240 · (855) 955-1982 · Financial planningCRD 291297 · % of assets, Hourly charges · $660.8 million AUMSEC registeredNo commissions reportedVioni Capital Management, LLC630 South Orange Avenue, Suite 301c · Sarasota, FL 34236 · (941) 362-0870 · % of assets managedCRD 149927 · % of assets · $84.8 million AUMState registeredNo commissions reportedWalsh & Associates, LLC2350 Fruitville Rd, Suite 201 · Sarasota, FL 34237 · (941) 952-1188 · Financial planningCRD 144441 · % of assets, Fixed fees · $827.7 million AUMSEC registeredNo commissions reportedWalters Strategic Advisors, LLC3277 Fruitville Road, Building E · Sarasota, FL 34237 · (941) 366-4450 · Financial planningCRD 310582 · % of assets, Hourly charges · $68.1 million AUMState registeredNo commissions reportedWaterside Investment Advisers LLC1561 Lakefront Drive, Ste 204 · Sarasota, FL 34240 · (877) 230-3600 · Financial planningCRD 309788 · % of assets · $3.8 million AUMState registeredNo commissions reportedWealth Pro Advisors, INC.2381 Fruitville Road · Sarasota, FL 34237 · (941) 907-2203 · Financial planningCRD 169266 · % of assets, Hourly charges, Fixed fees · $317.5 million AUMSEC registeredNo commissions reportedWealthgen Advisors, LLC1239 N Gulfstream Ave., Suite 4 · Sarasota, FL 34236 · (941) 706-4151 · Financial planningCRD 306196 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Sarasota? 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.