Fee-OnlyFinder

Advisers in Winter Haven, FL

5 advisers in Winter Haven — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)Flat / fixed fees (3)

All advisers

Aventail Wealth Management, LLC353 Avenue C Southwest · Winter Haven, FL 33880 · (863) 333-1927 · Financial planningCRD 282467 · % of assets, Hourly charges · $49.4 million AUMState registeredNo commissions reportedCampbell & Associates201 Avenue G, S.w. · Winter Haven, FL 33880 · (863) 299-1238 · Financial planningCRD 142086 · % of assets, Hourly charges · $11.3 million AUMState registeredNo commissions reportedIngram Advisory Services, LLC799 Overlook Drive · Winter Haven, FL 33884 · (863) 326-9833 · Financial planningCRD 123508 · % of assets, Hourly charges, Fixed fees · $109.3 million AUMSEC registeredNo commissions reportedIplan2514 Partridge Dr. · Winter Haven, FL 33884 · (202) 600-9605 · Financial planningCRD 294929 · % of assets, Fixed fees · $30.9 million AUMState registeredNo commissions reportedWells Global Investment Advisers LLC521 West Central Avenue · Winter Haven, FL 33880 · (863) 294-3361 · Financial planningCRD 150139 · % of assets, Hourly charges, Fixed fees · $101.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Winter Haven? 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.