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Financial planning in Tallahassee, FL

8 advisers in Tallahassee offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

Chiron 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 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 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