Top financial advisors in Ocala, FL
We’ve curated a list of the best financial advisors in Ocala, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$185,787,091
Number of advisors
7 advisors
| $185,787,091 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ocala, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ocala. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Canopy 360 Wealth, LLC
Canopy 360 Wealth, LLC is a Registered Investment Adviser based in Ocala, Florida, established in June 2018. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Clients can have discretionary or non-discretionary accounts, with fees ranging from 0.75% to 3.00% annually based on assets under management. Canopy 360 does not charge performance-based fees or engage in side-by-side management. The firm serves individuals and small businesses with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Clients are advised to consult with a tax professional due to potential tax implications. Canopy 360 does not have any reportable disciplinary events in the past ten years and does not have physical custody of client funds. The firm may engage in promoter arrangements for client referrals, with referral fees based on management fees. Clients are responsible for voting their securities, and the firm does not vote proxies on their behalf. Canopy 360 does not provide financial information to clients and is registered with the SEC.
$185,787,091 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ocala, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ocala. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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