Fee-OnlyFinder

Advisers in St Petersburg, FL

25 advisers in St Petersburg — 25 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (8)Flat / fixed fees (11)% of assets managed (24)

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Advisifi LLC136 4th Street North, Suite 201 · St Petersburg, FL 33701 · (888) 983-2897 · % of assets managedCRD 332477 · % of assets, Other · $1.8 million AUMSEC registeredNo commissions reportedAmerican Dream1015 7th Ave N · St. Petersburg, FL 33705 · (727) 222-1722 · Financial planningCRD 282816 · % of assets, Hourly charges, Fixed fees · $8,032 AUMState registeredNo commissions reportedAmuni Financial, INC.720 Second Ave S · St Petersburg, FL 33701 · (727) 825-0522 · % of assets managedCRD 8365 · % of assets · $194.6 million AUMSEC registeredNo commissions reportedArs Wealth Advisors111 Second Avenue Ne, Suite 900 · St. Petersburg, FL 33701 · (727) 322-7681 · Financial planningCRD 314882 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedAvid Planning360 Central Avenue, Suite 1160 · St. Petersburg, FL 33701 · (727) 228-6840 · Financial planningCRD 284332 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reportedBayshore Financial Solutions, LLC111 2nd Ave Ne, Suite 911 · St. Petersburg, FL 33701 · (813) 569-9222 · Financial planningCRD 306105 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedBionic Capital7901 4th St N, #20028 · St. Petersburg, FL 33702 · (310) 734-8500 · % of assets managedCRD 150240 · % of assets · $36.0 million AUMState registeredNo commissions reportedBitcoin Standard200 Central Ave Floor 4 · St Petersburg, FL 33701 · (727) 709-9536 · Financial planningCRD 326609 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedBurkart Financial Group, INC.5301 Central Avenue · St. Petersburg, FL 33710 · (727) 459-7744 · Financial planningCRD 290579 · % of assets, Hourly charges, Fixed fees · $72.2 million AUMState registeredNo commissions reportedCyndeo Wealth Partners300 1st Avenue South, 3rd Floor · St. Petersburg, FL 33701 · (727) 472-3700 · Financial planningCRD 307781 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported
Eagle Asset Management INC780 Carillon Pkwy · St. Petersburg, FL 33716 · (727) 573-2453 · % of assets managedCRD 110653 · % of assets, Performance-based fees · $60.7 billion AUMSEC registeredNo commissions reportedElevate Financial Planning and Wealth Management9400 4th Street N, Suite 201 · St. Petersburg, FL 33702 · (727) 478-8886 · Financial planningCRD 329079 · % of assets, Fixed fees · $107.1 million AUMSEC registeredNo commissions reportedHarvey & Companies, INC.2950 5th Avenue North · St. Petersburg, FL 33713 · (727) 867-1000 · % of assets managedCRD 124896 · % of assets · $12.0 million AUMState registeredNo commissions reportedHowland and Associates, LLC10261 4th Street N. · St Petersburg, FL 33716 · (813) 333-2900 · % of assets managedCRD 106963 · % of assets · $138.7 million AUMSEC registeredNo commissions reportedHygge Advisors, LLC360 Central Ave, Suite 800 · St. Petersburg, FL 33701 · (727) 344-9160 · Financial planningCRD 289980 · % of assets, Fixed fees · $23.5 million AUMState registeredNo commissions reportedIq Retirement Portfolios LLC7901 4th St N Ste 300 · St. Petersburg, FL 33702 · (800) 325-1833 · Financial planningCRD 308294 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedLhg Advisory, LLC7901 4th St N, Suite 4000 · St Petersburg, FL 33702 · (240) 994-2158CRD 326848 · OtherState registeredNo commissions reportedMozella Asset Management360 Central Avenue, Ste 800 · St. Petersburg, FL 33701 · (727) 280-5685 · Financial planningCRD 336501 · % of assets, Hourly charges · $313,401 AUMState registeredNo commissions reportedNovak & Powell Financial Services, INC.146 Second St N, Suite 310 · St. Petersburg, FL 33701 · (727) 451-3440 · % of assets managedCRD 112970 · % of assets · $359.5 million AUMSEC registeredNo commissions reportedPersonal Asset Management5462 Central Ave · St Petersburg, FL 33707 · (727) 360-4499 · Financial planningCRD 136619 · % of assets, Hourly charges, Fixed fees · $33.0 million AUMState registeredNo commissions reportedRaymond James Investment Management780 Carillon Parkway · St Petersburg, FL 33716 · (800) 521-1195 · % of assets managedCRD 174904 · % of assets, Performance-based fees · $16.9 billion AUMSEC registeredNo commissions reportedSagace Wealth Management877 Executive Center Drive West, Suite 100 · St. Petersburg, FL 33702 · (727) 493-9700 · Financial planningCRD 307212 · % of assets, Hourly charges, Fixed fees · $162.7 million AUMSEC registeredNo commissions reportedU.S. Cherry LLC7901 4th St N Ste 300 · St. Petersburg, FL 33702 · (305) 339-5318 · % of assets managedCRD 311564 · % of assets · $8.3 million AUMSEC registeredNo commissions reportedWebull Advisors LLC200 Carillon Parkway · St Petersburg, FL 33716 · (917) 725-2408 · % of assets managedCRD 304881 · % of assets · $48.9 million AUMSEC registeredNo commissions reportedYale Capital Corp.6475 1st Ave South · St. Petersburg, FL 33707 · (727) 823-0006 · Financial planningCRD 126992 · % of assets · $5.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in St 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.