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 Sales
Melbourne, FloridaCRD #144473
Typical Fee--
AUM$205M
Minimum--
Clients459

MONEY MANAGEMENT CONCEPTS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melbourne, FloridaCRD #111485
Typical Fee--
AUM$120M
Minimum--
Clients279

OXENFREE FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Melbourne, FloridaCRD #327105
Typical Fee--
AUM$250M
Minimum--
Clients1,983

ROSSBY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Melbourne, FloridaCRD #324631
Typical Fee2.50%
AUM$359M
Minimum--
Clients804
Fiduciary Advisors in Melbourne, Florida | FiduciaryListings