Fiduciary advisors in Melbourne, FL
4 registered advisers
At last count, 4 SEC-registered fiduciary firms operate out of Melbourne, Florida. Among them, 4 are fee-only, taking no commissions or third-party payments.
FLAVIN FINANCIAL SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$205M
Minimum--
Clients459
MONEY MANAGEMENT CONCEPTS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$120M
Minimum--
Clients279
OXENFREE FINANCIAL
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients1,983
ROSSBY FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.50%
AUM$359M
Minimum--
Clients804