Fee-OnlyFinder

% of assets managed in The Villages, FL

3 advisers in The Villages offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 3

Blackston Financial Advisory Group, LLC8564 E. County Road 466, Suite 302 · The Villages, FL 32162 · (352) 633-9046 · Financial planningCRD 291380 · % of assets · $332.8 million AUMSEC registeredNo commissions reportedBucket List Wealth Management, LLC8564 East County Road 466,, Suite 203 · The Villages, FL 32162 · (352) 307-8652 · % of assets managedCRD 286494 · % of assets · $224.2 million AUMSEC registeredNo commissions reportedParady Wealth Management3602 Kiessel Road · The Villages, FL 32163 · (352) 674-3911 · % of assets managedCRD 169997 · % of assets · $145.7 million AUMSEC registeredNo commissions reported