The 30 Best Fee based advisory in Florida

Capital Wealth Planning, LLC is a finance institution located at 9015 Strada Stell Court, Naples, Florida, United States. As a fee-based, SEC Registered Investment Advisory firm, Capital Wealth Planning specializes in managing discretionary strategies. Investors and advisors can access institutional wealth management platforms through separately managed account solutions. Their flagship Enhanced Dividend Income Portfolio invests in 20-30 dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30, with a 5-star Overall Morningstar Rating™. The institution offers equity portfolios consisting of mega-cap, blue-chip stocks diversified across the traditional 10 S&P 500 sectors, strategically designed to deliver income through tactically selling short-term covered calls. Additionally, Capital Wealth Planning provides Catholic Values Enhanced Dividend Income Portfolio services as a money manager and covered call advisor in Naples, Florida. The institution offers managed portfolios, dividend paying stocks, income portfolios, covered calls, cash secured puts, and more. Clients can access their services directly or through wire houses via wrap platforms. Capital Wealth Planning is in compliance with current registration requirements for registered investment advisors and provides information on risks associated with investments, options, and strategies. Clients should consider their own financial situation and seek advice from a financial or investment advisor before making decisions.

John A Nicolosi - Ameriprise Financial Services, LLC is a finance institution located at 4099 Tamiami Trail North, Naples, Florida, United States. They offer financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although written analysis and/or recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members to the institution to help them achieve their financial goals. The institution also provides information on website rules and regulations, privacy and security, and email fraud.

Michael Poots - UBS Financial Services Inc. is a reputable financial institution located at 801 Laurel Oak Drive in Naples, Florida, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Michael Poots - UBS Financial Services Inc. is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each individual client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, you can trust Michael Poots - UBS Financial Services Inc. to provide expert guidance and support every step of the way.

Steven Mielke - Thrivent is a finance institution located at 3811 Airport Rd N, Naples, Florida, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states, their transparent advice process can help you navigate through your financial journey, whether you are just starting out, planning for major life events, or nearing retirement. Thrivent does not provide legal, accounting, or tax advice, but they can help you achieve financial clarity through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which provides written recommendations based on your financial situation. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products through Thrivent and securities and investment advisory services through Thrivent Investment Management Inc. Their licensed financial advisors and professionals are credentialed to provide investment advisory services. Visit their website for more information on their services and professional designations.

Rafael Diaz is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8390 Southwest 72nd Avenue in Miami, Florida, United States. With a focus on personalized financial planning, Rafael helps clients reach their goals, whether it's saving for retirement, funding education, or making a major purchase. He offers investment recommendations tailored to individual risk tolerance and goals, and regularly reviews and adjusts strategies as life circumstances change. Clients can access their accounts and track progress towards their goals securely from any device. To learn more about how Rafael can help you achieve your financial goals, schedule a complimentary initial consultation. He is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.

Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.

Wells Fargo Advisors is a financial institution located at 2740 North University Drive in Coral Springs, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial planning services to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is committed to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Jake Molkentin is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. As a Portfolio Advisor, they provide traditional advice and guidance while also recommending individual or approved third-party investment managers' strategies, funds, or portfolios. The financial advisors at Merrill Lynch Wealth Management focus on what matters most to you - your family, goals, and priorities, even as they evolve over time. They believe in helping clients make investment-related decisions to reach personally meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education. With tools like the Investment Personality Assessment, they tailor financial approaches to each client's unique preferences and goals. The institution offers services such as Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By regularly checking in with clients to discuss changes in their lives and financial situations, the advisors at Merrill Lynch aim to help clients stay on track towards achieving their goals. With a focus on personalized investment strategies and comprehensive financial solutions, working with a dedicated Merrill advisor can help clients navigate the complexities of their financial lives and pursue their goals.

Southern Capital is a boutique finance institution located at 2001 Thomasville Road in Tallahassee, Florida. As a family-operated firm, we specialize in fostering long-term advisory relationships with business owners, offering completely customized financial planning services that large institutions are unable to provide. Our independent status allows us to focus solely on meeting the goals of our clients, rather than selling specific products. We utilize a fee-based pay structure and work with a team of experts to create exit planning strategies and comprehensive financial plans. Our macro advisory services ensure that all aspects of a business owner's financial plan are coordinated and efficient. Advisory services are provided through Cornerstone Planning Group, LLC, an independent firm registered with the Securities and Exchange Commission.

Tyler Fall - Thrivent is a finance institution located at 2197 Victory Garden Lane, Tallahassee, Florida, United States. The institution is led by a Florida State University Master's Graduate in Finance, dedicated to serving the Tallahassee community and anyone seeking financial security, literacy, and freedom. The institution is licensed in multiple states including DE, FL, GA, MD, NC, NJ, PA, SC, TN, VA. Tyler Fall - Thrivent's mission is to provide opportunity to those who seek it. The institution is committed to empowering individuals on their financial journey, guiding them towards confident financial decisions and financial independence. They offer personalized service, expertise, innovative tools, and a passion for helping clients achieve their financial goals.

Donald Williams - Thrivent is a finance institution located at 1955 Timucua Trail in Middleburg, Florida, United States. Licensing for their services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Sarah Ragsdale - UBS Financial Services Inc. is a leading finance institution located on East Independent Drive in Jacksonville, Florida, United States. With a strong reputation for providing expert financial advice and personalized wealth management services, clients can trust in the expertise and professionalism of the team at Sarah Ragsdale - UBS Financial Services Inc. Whether you are looking to invest, plan for retirement, or manage your assets, the institution offers a wide range of financial solutions tailored to meet your individual needs and goals. Contact Sarah Ragsdale - UBS Financial Services Inc. today to start building a secure financial future.

Raymond James & Associates is a renowned financial institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a strong reputation in the finance industry, Raymond James & Associates offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Their team of experienced financial advisors is dedicated to providing personalized and comprehensive financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is committed to providing top-notch financial services tailored to meet your individual needs.

St. Johns Investment Management Company, LLC is a reputable finance institution located at 7915 Baymeadows Way in Jacksonville, Florida, United States. With a team of experienced professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, St. Johns Investment Management Company, LLC is dedicated to providing personalized solutions to meet your needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning and investment management.

Daniel Johnson - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109, Jacksonville, Florida, United States. With expertise and the CERTIFIED FINANCIAL PLANNER® Professional designation, they offer tailored financial planning services to help clients achieve their goals. Licensed in multiple states, including CA, CO, DE, FL, GA, IL, MD, MI, MN, and NC, they provide advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Timucuan Asset Management is a finance institution located at 200 West Forsyth Street in Jacksonville, Florida, United States. With a focus on providing expert financial management services, Timucuan Asset Management is dedicated to helping clients achieve their investment goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique financial needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Timucuan Asset Management is committed to providing top-notch financial guidance and support.

Highland Investment Advisors, LLC is a finance institution located at 466 Town Plaza Avenue, Ponte Vedra Beach, Florida, United States. Our mission is to promote our client's prosperity while protecting their peace of mind. We offer fee-only wealth management guidance and solutions tailored to each client's unique situation and goals. Our team provides advanced investment and financial planning expertise, operating solely on a fee-only basis and acting in a fiduciary capacity for the benefit of our clients. We have supported various organizations in our community and are proud to welcome Russ and Adam Stoeckler to our team. Visit our website for more information.

Adam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Daniel Iachello is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 South Orange Avenue in Orlando, Florida, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Daniel Iachello provides comprehensive financial planning services for individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Daniel Iachello is committed to upholding the highest ethical standards and staying up-to-date on the latest industry trends. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Daniel Iachello can provide expert guidance tailored to your specific needs.

Damon Nicholson - Morgan Stanley is a finance institution located at 201 East Pine Street in Orlando, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and advice to our clients. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Fidelity Investments is a renowned finance institution located at 28100 US Highway 19 North in Clearwater, Florida, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Fidelity Investments is committed to providing exceptional service and expert advice to help you make informed financial decisions.

Todd Roberts - Financial Advisor at Ameriprise Financial Services, LLC, located at 8198 Jog Road, Boynton Beach, Florida, United States, is dedicated to helping clients achieve their financial goals. Todd provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track progress towards goals. Clients can access their investments and accounts securely from any device. Todd is registered to conduct securities business in specific states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can expect professional and secure service, as Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Contact Todd Roberts for more information or to schedule a consultation.

Bartolf Wealth Advisors is a leading financial institution located at 1687 Frederick Small Road in Jupiter, Florida, United States. Our team of experienced advisors specializes in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Bartolf Wealth Advisors is dedicated to helping you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Lewis Cohen is a financial advisor at Ameriprise Financial Services, LLC, located at 5200 Town Center Circle in Boca Raton, Florida, United States. With a focus on understanding your individual goals and risk tolerance, Lewis provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. By documenting your goals and regularly reviewing your progress, Lewis can adapt your approach as life changes and help you track your progress along the way. Through the Ameriprise Financial Services platform, you can access your investments and accounts from any device, securely track your progress towards your goals, and share information with Lewis. Lewis offers complimentary initial consultations to help you get started on the path towards a more confident financial future.

Peter Mann, a financial advisor at Ameriprise Financial Services, LLC, located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Peter Mann can assist with saving for major purchases or meeting current financial needs. Background and qualification information for Peter Mann is available on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information. The institution offers tools like the Retirement InteractiveSM tool to help clients explore potential challenges that may impact their retirement income.

Hightower Boca Raton - Financial Advisor is a finance institution located at 150 East Palmetto Park Road, Boca Raton, Florida, United States. We specialize in helping clients enhance their wealth, focus on reaching their dreams, and preserve their legacy. Our approach is individualized and comprehensive, tailored specifically to each client's unique needs and goals. We believe in creating customized portfolios and financial plans that evolve with our clients' changing circumstances. Our team of wealth advisors has over two decades of experience in financial planning and are dedicated to providing a client-first culture. As a SEC registered investment adviser, we adhere to the highest standards of accountability and transparency. Partnering with Hightower Advisors, we offer sophisticated investment research, products, trading, lending, and comprehensive planning solutions to help our clients achieve their financial goals. Visit us at Hightower Boca Raton - Financial Advisor to learn more about how we can help you secure your financial future.

Sound Wealth Management Group of Janney Montgomery Scott LLC is a premier financial institution located in Palm Beach Gardens, Florida. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. With a focus on sound investment strategies and a commitment to exceptional service, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help guide you every step of the way. Visit us at 3001 PGA Boulevard to learn more about how we can help you secure your financial future.

Thrivent Financial for Lutherans is a finance institution located at 3001 Coral Hills Drive, Coral Springs, Florida, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our team can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve them. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors will help you navigate the challenges and opportunities life presents. In times when you may find yourself financially off course, our advisors can help you develop a plan to stay focused on your priorities.

Lee Rumley is a dedicated financial advisor at RBC Wealth Management, located at 500 East Broward Boulevard in Fort Lauderdale, Florida. With years of experience in the finance industry, Lee provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lee Rumley is committed to providing expert guidance and tailored solutions to meet your needs. Contact Lee Rumley at RBC Wealth Management today to start building a secure financial future.

Jason Valdez - Thrivent is a finance institution located at 150 East Palmetto Park Road in Boca Raton, Florida, United States. They offer licensing through the State Insurance Department's website and provide financial advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services. These services are provided by licensed financial advisors and professionals who are credentialed to provide investment advisory services. For more information on professional designations and requirements, you can visit their website or FINRA's Broker Check.