Fiduciary advisors in Lake Mary, FL

9 registered advisers

Lake Mary, Florida: 9 SEC-registered fiduciary advisors, 7 fee-only.

BLUESTAR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #337253
Typical Fee--
AUM$134M
Minimum--
Clients226

CAPACUITY LLC

Fee-Only, No ConflictsClean Record
Lake Mary, FloridaCRD #297679
Typical Fee--
AUM$10.6B
Minimum--
Clients86

COLLABORATIVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #142106
Typical Fee--
AUM$564M
Minimum--
Clients1,810

FAMILYWEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #289193
Typical Fee--
AUM$346M
Minimum--
Clients619

JACKSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #147642
Typical Fee--
AUM$857M
Minimum--
Clients3,107

NEWPORT GROUP CONSULTING, LLC

Fee-Only, No ConflictsClean Record
Lake Mary, FloridaCRD #140944
Typical Fee0.30%
AUM$4.4B
Minimum--
Clients3,858

QTR FAMILY WEALTH, LLC

Clean RecordAlso Compensated via Brokerage
Lake Mary, FloridaCRD #331655
Typical Fee--
AUM$583M
Minimum--
Clients646

ROBO ADVISOR, INC.

Also Compensated via Brokerage
Lake Mary, FloridaCRD #155976
Typical Fee--
AUM--
Minimum--
Clients--

SHARIAPORTFOLIO, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Mary, FloridaCRD #173937
Typical Fee--
AUM$261M
Minimum--
Clients2,054
Fiduciary Advisors in Lake Mary, Florida | FiduciaryListings