Advisers in Sunrise, FL

3 advisers in Sunrise — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Asset Protection Group440 Sawgrass Corporate Pkwy, Suite 204 · Sunrise, FL 33325 · (954) 598-0752 · Financial planningCRD 164544 · % of assets, Hourly charges, Fixed fees · $62.2 million AUMState registeredNo commissions reported Lifecraft Wealth Management480 Sawgrass Corporate Parkway, Suite 110 · Sunrise, FL 33325 · (954) 384-5292 · Financial planningCRD 329797 · % of assets, Hourly charges, Fixed fees · $72.6 million AUMState registeredNo commissions reported Neil Jesani Wealth Management1301 International Parkway, Suite 550 · Sunrise, FL 33323 · (954) 800-0460 · Financial planningCRD 322345 · % of assets, Hourly charges · $194.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Sunrise? 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.