Fee-OnlyFinder

Hourly fees in Sarasota, FL

21 advisers in Sarasota offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 21

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 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 reportedForza Wealth Management5605 Marquesas Circle · Sarasota, FL 34233 · (941) 203-3748 · Financial planningCRD 281075 · % of assets, Hourly charges · $422.4 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 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 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 reported
Ned 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 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 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 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 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 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 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 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