Fee-OnlyFinder

Advisers in Vero Beach, FL

10 advisers in Vero Beach — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (3)Flat / fixed fees (7)% of assets managed (9)

All advisers

Alton Road Capital, LP4445 North A1a, Suite 249 · Vero Beach, FL 32963 · (203) 247-2194 · Flat / fixed feesCRD 332521 · Fixed fees, Performance-based fees · $26.6 million AUMSEC registeredNo commissions reportedCardea Capital Advisors, LLC601 21st Street, Suite 300 · Vero Beach, FL 32960 · (770) 977-7779 · Financial planningCRD 307600 · % of assets, Fixed fees · $124.2 million AUMSEC registeredNo commissions reportedGallatin & Company, LLC2145 14th Ave., Suite 15 · Vero Beach, FL 32960 · (772) 231-9607 · Flat / fixed feesCRD 111984 · % of assets, Fixed fees · $98.1 million AUMSEC registeredNo commissions reportedLulla Wealth Financial4731 Highway A1a, Suite 227 · Vero Beach, FL 32963 · (772) 257-9803 · Financial planningCRD 310592 · % of assets, Hourly charges, Fixed fees · $17.8 million AUMState registeredNo commissions reportedMorangie Management LLC956 Beachland Blvd, Suite 11 · Vero Beach, FL 32963 · (908) 285-6686 · Financial planningCRD 332949 · % of assets, Performance-based fees · $706.0 million AUMSEC registeredNo commissions reportedOnesource Wealth Advisors601 21st Street, Suite 300 · Vero Beach, FL 32960 · (866) 895-1222 · Financial planningCRD 299717 · % of assets, Hourly charges, Fixed fees · $3.2 million AUMState registeredNo commissions reportedProfessional Advisory Services INC2770 Indian River Blvd, Suite 204 · Vero Beach, FL 32960 · (772) 778-0552 · Financial planningCRD 105397 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedSpirepoint Private Client, LLC830 Azalea Lane · Vero Beach, FL 32963 · (772) 316-1271 · Financial planningCRD 327350 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTreasure Coast Financial Planning, INC.545 Beachland Blvd · Vero Beach, FL 32963 · (772) 231-1422 · Financial planningCRD 166684 · % of assets, Hourly charges, Fixed fees · $241.5 million AUMSEC registeredNo commissions reportedWashburn Capital Management INC.70 Royal Palm Pointe, Suite C · Vero Beach, FL 32960 · (772) 564-7291 · % of assets managedCRD 125708 · % of assets · $253.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Vero Beach? 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.