Fee-OnlyFinder

Advisers in Tallahassee, FL

11 advisers in Tallahassee — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (4)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Cassini Capital Management, LLC1333 N. Adams Street · Tallahassee, FL 32303 · (850) 566-7737 · Flat / fixed feesCRD 287861 · % of assets, Fixed fees, Performance-based fees · $74.5 million AUMState registeredNo commissions reportedChiron Capital Management, LLC261 Pinewood Drive · Tallahassee, FL 32303 · (850) 775-1939 · Financial planningCRD 308286 · % of assets, Fixed fees · $242.6 million AUMSEC registeredNo commissions reportedCypress Capital1415 Piedmont Dr. E, Suite 1 · Tallahassee, FL 32308 · (850) 583-5377 · Financial planningCRD 335347 · % of assets, Hourly charges, Fixed fees · $143.2 million AUMSEC registeredNo commissions reportedDougherty Financial Planning, LLC2457 Care Drive, Ste 102 · Tallahassee, FL 32308 · (850) 702-5753 · Financial planningCRD 317397 · % of assets, Hourly charges · $2.5 million AUMState registeredNo commissions reportedProper Wealth3233 Thomasville Road · Tallahassee, FL 32308 · (850) 972-9725 · Financial planningCRD 336499 · % of assets, Fixed fees · $131.8 million AUMSEC registeredNo commissions reportedRed Hills Capital, LLC221 Delta Court, Ste. 2 · Tallahassee, FL 32303 · (850) 425-1110 · Flat / fixed feesCRD 126009 · % of assets, Fixed fees · $57.9 million AUMState registeredNo commissions reportedSeven Hills Financial, LLC410 East 6th Avenue · Tallahassee, FL 32303 · (850) 219-6699 · Financial planningCRD 143190 · % of assets, Hourly charges · $280.9 million AUMSEC registeredNo commissions reportedSeven Mile Advisory LLC1201 Hays Street · Tallahassee, FL 32301 · (212) 365-5562 · Financial planningCRD 324114 · % of assets, Fixed fees, Other · $416.8 million AUMSEC registeredNo commissions reportedSmith Bruer1700 Summit Lake Drive, Suite 102 · Tallahassee, FL 32317 · (850) 877-0803 · % of assets managedCRD 284508 · % of assets · $238.5 million AUMSEC registeredNo commissions reportedTallahassee Financial Advisors, INC.3015 Shannon Lakes North, #304 · Tallahassee, FL 32309 · (850) 999-1953 · Financial planningCRD 169204 · % of assets, Hourly charges, Fixed fees · $85.7 million AUMState registeredNo commissions reportedWealth Management Corporation2941 Kerry Forest Parkway · Tallahassee, FL 32309 · (850) 894-7526 · Financial planningCRD 109576 · % of assets · $241.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Tallahassee? 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.