Fee-OnlyFinder

Advisers in Stuart, FL

14 advisers in Stuart — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (5)Flat / fixed fees (4)% of assets managed (13)Retirement plan consulting (3)

All advisers

Anchor Financial Services, CPA, PA955 Se Federal Highway, Suite 102 · Stuart, FL 34994 · (772) 287-8964 · % of assets managedCRD 147408 · % of assets · $12.8 million AUMState registeredNo commissions reportedAurapoint Capital Management, LLC789 Sw Federal Hwy, Ste 201 · Stuart, FL 34994 · (561) 331-2109 · % of assets managedCRD 339820 · % of assets, Performance-based feesState registeredNo commissions reportedDavies Wealth Management LLC684 Se Monterey Road · Stuart, FL 34994 · (954) 353-6198 · Financial planningCRD 151098 · % of assets · $18.4 million AUMState registeredNo commissions reportedFinancial Planning Professionals, INC.759 Sw Federal Highway, 200e · Stuart, FL 34994 · (772) 229-9003 · Financial planningCRD 125319 · % of assets, Hourly charges, Fixed fees · $36.4 million AUMState registeredNo commissions reportedFogel Capital Management INC453 Riverside Drive · Stuart, FL 34994 · (772) 223-9686 · % of assets managedCRD 108212 · % of assets · $436.7 million AUMSEC registeredNo commissions reportedIndex Portfolio Advisors, LLC759 Sw Federal Highway, Suite 315 · Stuart, FL 34994 · (772) 220-1100 · Financial planningCRD 171324 · % of assets · $13.2 million AUMState registeredNo commissions reportedIntegritt Wealth Management, LLC50 Se Ocean Blvd., Suite 204 · Stuart, FL 34994 · (772) 266-2160 · % of assets managedCRD 171817 · % of assets · $67.3 million AUMState registeredNo commissions reportedMindie Molina Investments, LLC2081 Se Ocean Blvd, Suite 301 · Stuart, FL 34996 · (561) 729-2778 · Financial planningCRD 323378 · % of assets · $6.0 million AUMState registeredNo commissions reportedPeak Capital Management750 Se Indian St. · Stuart, FL 34997 · (772) 334-9592 · Financial planningCRD 144600 · % of assets, Hourly charges, Other · $85.1 million AUMState registeredNo commissions reportedRalicki Wealth Management & Trust Services1235 Se Indian Street, Suite 102 · Stuart, FL 34997 · (772) 221-4508 · Financial planningCRD 141192 · % of assets, Hourly charges, Fixed fees · $129.0 million AUMSEC registeredNo commissions reported
Robert Henry Wealth Management, LLC1 Se Ocean Blvd · Stuart, FL 34994 · (772) 210-2754 · % of assets managedCRD 152868 · % of assets · $14.6 million AUMState registeredNo commissions reportedSpectra Investment Management, LLC401 Se Osceola Street, Suite 202 · Stuart, FL 34994 · (772) 324-5640 · Financial planningCRD 288145 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reportedVictrix Investment Advisors823 Se Osceola St · Stuart, FL 34994 · (772) 320-9658 · Financial planningCRD 167517 · % of assets, Hourly charges · $343.3 million AUMSEC registeredNo commissions reportedW.h. Financial Services, INC.850 Nw Federal Hwy, Ste. 152 · Stuart, FL 34994 · (772) 233-4437 · Financial planningCRD 287703 · Fixed fees, OtherState registeredNo commissions reported
Talking to advisers in Stuart? 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.