Top financial advisors in Satellite Beach, FL
We’ve curated a list of the best financial advisors in Satellite Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$356,532,062
Number of advisors
16 advisors
| $356,532,062 | 16 advisors | |
| 2 |
Assets under management
$95,744,670
Number of advisors
5 advisors
| $95,744,670 | 5 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 Satellite Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Satellite Beach. 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.
Firstwave Financial
FirstWave Financial, Inc., also known as First Wave Financial, is an SEC-registered investment adviser established in 1995, located in Florida. The firm offers portfolio management, participant-directed employee benefit services, financial planning, and other services. They primarily recommend target portfolios consisting of mutual funds offered by Dimensional Fund Advisors (DFA), known for their passive asset class investment philosophy with low turnover and lower fees. Clients may have other securities in their portfolios, such as exchange-listed securities, foreign issuers, and fixed income securities. FirstWave provides financial planning services, including personal, tax & cash flow, investments, retirement, estate planning, and risk management. The firm charges fees based on a percentage of assets under management, with rates varying based on the amount of assets. Clients can give discretionary authority to the firm for trading decisions, and FirstWave generally votes proxies for client accounts. The firm does not charge performance-based fees and has no reportable disciplinary events. Clients receive periodic reports and reviews of their accounts, and the firm does not require prepayment of fees exceeding $1,200. FirstWave Financial does not have custody of client assets and does not require a financial statement due to fee prepayment limitations.
$356,532,062 under management
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesOxenfree Financial
OxenFree Capital LLC, operating as OxenFree Financial, is a registered investment adviser based in Satellite Beach, FL, established in 2023. The firm offers portfolio management, asset allocation, financial planning, financial consulting, and financial coaching services. Clients can grant discretionary authority for portfolio management, allowing the firm to make investment decisions without prior approval. The firm primarily advises on ETFs and Mutual Funds, tailoring investment strategies to individual client needs and risk tolerance. For portfolio management services, fees range from 0.90% to 1.40% of assets under management, billed monthly. Asset allocation services are charged at an hourly rate of $1,000. Financial planning services are offered at an hourly fee of $1,000, with fees payable upon completion of the work. Financial coaching services are available at different rates based on the selected package. The firm does not accept performance-based fees or engage in side-by-side management. OxenFree Financial acts as a fiduciary, providing investment advice in clients' best interests. The firm does not have any disciplinary matters within the past 10 years. Clients have the option to participate in the SmartVestor program for referrals. The firm does not vote proxies on behalf of clients and does not have custody of client funds. There are no financial impediments preventing the firm from meeting its obligations. Clients are encouraged to consult with a tax professional for tax-related matters.
$95,744,670 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesAsset Allocation And Advisory Consulting
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 Satellite Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Satellite Beach. 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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