Fee-OnlyFinder

Advisers in Weston, FL

3 advisers in Weston — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bondwire2645 Executive Park Drive, Suite 402 · Weston, FL 33331 · (754) 206-0011 · % of assets managedCRD 148710 · % of assets, Other · $48.9 million AUMState registeredNo commissions reportedFresh Bread Investments, LLC1555 Bonaventure Blvd., Suite 1010 · Weston, FL 33326 · (518) 283-8332 · Financial planningCRD 319251 · % of assets, Hourly charges, Other · $39.3 million AUMState registeredNo commissions reportedLifespan Financial Strategies, INC.1655 North Commerce Parkway, Suite 203 · Weston, FL 33326 · (954) 385-7812 · Financial planningCRD 119800 · % of assets, Hourly charges, Fixed fees · $357.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Weston? 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.