Fee-OnlyFinder

Advisers in Venice, FL

8 advisers in Venice — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (6)

All advisers

Dale K. Ehrhart, INC.100 W Venice Ave, Suite G · Venice, FL 34285 · (941) 485-8220 · Flat / fixed feesCRD 35971 · % of assets, Fixed fees · $648.8 million AUMSEC registeredNo commissions reportedDg Wealth333 Tamiami Trail S Suite 221 · Venice, FL 34285 · (941) 584-3320 · Financial planningCRD 325150 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedFerris Wheel Finance, INC.871 Venetia Bay Blvd, Suite 201 · Venice, FL 34285 · (941) 483-3600 · Financial planningCRD 292091 · % of assets, Hourly charges, Fixed fees · $41.2 million AUMState registeredNo commissions reportedFiduciary Consulting Group, INC.735 E Venice Ave, Suite 206 · Venice, FL 34285 · (941) 412-3451 · Financial planningCRD 132889 · % of assets, Hourly charges · $102.8 million AUMState registeredNo commissions reportedFourthought Financial Partners, LLC.310 W. Venice Avenue, Suite 201 · Venice, FL 34285 · (941) 408-8557 · Financial planningCRD 323060 · % of assets, Fixed fees, Other · $1.9 billion AUMSEC registeredNo commissions reportedGasima Financial LLC304 W Venice Ave, Suite 204 · Venice, FL 34285 · (941) 538-5791 · % of assets managedCRD 316326 · % of assets, Performance-based fees · $8.5 million AUMState registeredNo commissions reportedJean Pierre Masse12280 Wellen Golf Street, Unit 107 · Venice, FL 34293 · (704) 201-1842 · Financial planningCRD 158452 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedTodd Wealth Management LLC249 Nokomis Ave S · Venice, FL 34285 · (941) 483-3732 · Flat / fixed feesCRD 164761 · % of assets, Fixed fees · $158.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Venice? 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.