Fee-OnlyFinder

Advisers in West Palm Beach, FL

26 advisers in West Palm Beach — 26 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (12)Flat / fixed fees (19)% of assets managed (25)Retirement plan consulting (4)

All advisers

A&m Private Wealth Partners, LLC300 Banyan Blvd, 10th Floor · West Palm Beach, FL 33401 · (561) 268-0900 · Financial planningCRD 331478 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedAffiliated Private Investors LLC4512 N. Flagler Drive, Suite 201 · West Palm Beach, FL 33407 · (561) 318-8710 · Financial planningCRD 111545 · % of assets, Fixed fees · $533.7 million AUMSEC registeredNo commissions reportedAgnello Financial Group, INC.712 North Olive Avenue · West Palm Beach, FL 33401 · (561) 833-7080 · Financial planningCRD 141522 · % of assets, Hourly charges, Fixed fees · $378.6 million AUMSEC registeredNo commissions reportedAnchor Wealth Management Group LLC120 S. Olive Ave,, Suite 400 · West Palm Beach, FL 33401 · (561) 228-8688 · Financial planningCRD 329286 · % of assets, Hourly charges, Fixed fees · $233.0 million AUMSEC registeredNo commissions reportedBlue Marlin Advisors, LLC2054 Vista Parkway, Ste 400 · West Palm Beach, FL 33411 · (407) 498-5778 · Financial planningCRD 305906 · % of assets, Fixed fees, Other · $5.7 million AUMState registeredNo commissions reportedBlue Ocean Capital501 South Flagler Drive, Suite 220 · West Palm Beach, FL 33401 · (561) 659-3301 · Financial planningCRD 107833 · % of assets, Hourly charges, Fixed fees · $619.2 million AUMSEC registeredNo commissions reportedCarl Domino INC.220 Quadrille Blvd., Ste. 220 · West Palm Beach, FL 33401 · (561) 833-2882 · Financial planningCRD 131528 · % of assets, Hourly charges, Fixed fees · $66.7 million AUMState registeredNo commissions reportedCoastal Way Financial Group, LLC900 N. Olive Avenue · West Palm Beach, FL 33401 · (561) 328-2759 · Financial planningCRD 285844 · % of assets · $66.2 million AUMState registeredNo commissions reportedFacet2054 Vista Parkway, Ste 400 · West Palm Beach, FL 33411 · (443) 376-6222 · Financial planningCRD 285961 · Fixed fees · $7.6 billion AUMSEC registeredNo commissions reportedGlobal Trust Wealth Management LLC515 N. Flagler Drive, Ste 1700 · West Palm Beach, FL 33401 · (561) 207-9696 · % of assets managedCRD 333458 · % of assets · $213.7 million AUMSEC registeredNo commissions reported
Gordon Asset Management LLC515 North Flagler Drive, Suite 350 · West Palm Beach, FL 33401 · (512) 482-9600 · Financial planningCRD 137136 · % of assets, Performance-based fees · $128.9 million AUMSEC registeredNo commissions reportedHarbor Advisors1400 Centrepark Blvd, Suite 950 · West Palm Beach, FL 33401 · (561) 459-2946 · Hourly feesCRD 312432 · % of assets, Hourly charges, Fixed fees · $851.7 million AUMSEC registeredNo commissions reportedHighpost Capital, LLC180 Lakeview Avenue, Suite 1710 · West Palm Beach, FL 33401 · (212) 634-3305 · % of assets managedCRD 307798 · % of assets, Performance-based fees · $657.2 million AUMSEC registeredNo commissions reportedIbex Wealth Advisors, LLC500 S. Australian Ave., Suite 600 · West Palm Beach, FL 33401 · (908) 849-4800 · Financial planningCRD 168674 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedIntegrated Retirement Advisors, LLC515 N Flagler Drive, Suite 350 · West Palm Beach, FL 33401 · (561) 889-0550 · Financial planningCRD 300013 · % of assets, Hourly charges · $17.0 million AUMState registeredNo commissions reportedIsgam US LLC222 Lakeview Ave, Suite 800 · West Palm Beach, FL 33401 · (305) 209-9559 · Financial planningCRD 320841 · % of assets, Hourly charges · $66.2 million AUMState registeredNo commissions reportedKrusen Capital Management, LLC515 N. Flagler Dr,, Suite 350 · West Palm Beach, FL 33401 · (561) 370-7439 · Flat / fixed feesCRD 150754 · % of assets, Fixed fees · $255.7 million AUMSEC registeredNo commissions reportedMar Wealth Management Services, LLC500 Australian Avenue South, Suite 600 · West Palm Beach, FL 33401 · (800) 708-6285 · Financial planningCRD 167335 · % of assets, Hourly charges, Fixed fees · $125.1 million AUMSEC registeredNo commissions reportedPaulson Wealth Management INC.222 Lakeview Ave, Suite 800 · West Palm Beach, FL 33401 · (407) 957-0074 · Financial planningCRD 150374 · % of assets, Hourly charges, Fixed fees · $558.9 million AUMSEC registeredNo commissions reportedPlan Ahead Advisors2101 Vista Parkway, Suite 132 · West Palm Beach, FL 33411 · (561) 686-2252 · Financial planningCRD 168685 · % of assets, Fixed fees · $7.1 million AUMState registeredNo commissions reportedRemote Financial Planner, LLC7754 Okeechobee Blvd, #400 · West Palm Beach, FL 33411 · (202) 570-4146 · Financial planningCRD 284297 · % of assets, Fixed fees · $82.2 million AUMState registeredNo commissions reportedRetirement Capital Advisors2000 Palm Beach Lakes Blvd, Suite 734 · West Palm Beach, FL 33409 · (561) 784-7910 · Financial planningCRD 324060 · % of assets, Fixed fees · $11.3 million AUMState registeredNo commissions reportedRiverside Wealth Management, INC.515 N. Flagler Drive, Suite 350 · West Palm Beach, FL 33401 · (561) 270-6880 · Hourly feesCRD 140162 · % of assets, Hourly charges, Fixed fees · $106.3 million AUMState registeredNo commissions reportedRuggiero Investments500 S. Austrailian Avenue, Suite 608 · West Palm Beach, FL 33401 · (800) 777-4726 · Financial planningCRD 169180 · % of assets, Hourly charges, Fixed fees · $137.6 million AUMSEC registeredNo commissions reportedWest Pine 43 LLC515 North Flagler Drive, Suite 350 · West Palm Beach, FL 33401 · (212) 970-0043 · % of assets managedCRD 326789 · % of assets · $25.7 million AUMState registeredNo commissions reportedWhalerock Point Partners, LLC319 Clematis Street, Suite 610 · West Palm Beach, FL 33401 · (401) 228-7799 · Flat / fixed feesCRD 140781 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in West Palm 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.