Advisers in Windermere, FL

2 advisers in Windermere — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Iq Portfolios13790 Bridgewater Crossing Blvd, Suite 1080 · Windermere, FL 34786 · (800) 558-7969 · Financial planningCRD 306243 · % of assets, Fixed fees · $42.1 million AUMState registeredNo commissions reported Proxy Wealth Advisors LLC9100 Conroy Windermere Rd., Suite 217 · Windermere, FL 34786 · (646) 289-5075 · Financial planningCRD 298080 · % of assets, Hourly charges, Fixed fees · $83.3 million AUMSEC registeredNo commissions reported

Talking to advisers in Windermere? 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.