Fee-OnlyFinder

Hourly fees in Winter Haven, FL

4 advisers in Winter Haven offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 4

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 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