Top financial advisors in W Palm Beach, FL
We’ve curated a list of the best financial advisors in W Palm Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$100,386,536
Number of advisors
9 advisors
| $100,386,536 | 9 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 W Palm 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 W Palm 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.
Asset Planning Corporation
Asset Planning Corporation is a registered investment adviser based in West Palm Beach, Florida, providing personalized investment advisory services since 2004. The firm offers financial planning and consulting services, a Cambridge Managed Account Platform (Wrap Fee Program), portfolio management services for variable annuity sub-accounts, and advisory services to retirement plans. Financial planning services involve developing a written plan based on individual financial circumstances and objectives, with fees ranging from $500 to $25,000. The Wrap Fee Program offers discretionary portfolio management services with fees based on assets under management. Portfolio management services for variable annuity sub-accounts include ongoing monitoring and rebalancing. The firm's investment strategies include technical analysis, Modern Portfolio Theory, long-term and short-term purchases, and asset allocation based on client risk tolerance. Asset Planning Corporation does not accept performance-based fees, and clients include individuals, pension plans, trusts, and corporations. The firm exercises investment discretion with client authorization and does not vote client securities. Clients are provided with ongoing account monitoring and performance reports. The firm does not receive compensation for client referrals and maintains client privacy. Clients are advised on IRA rollover considerations and trade errors are promptly addressed.
$100,386,536 under management
9 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 BusinessesPension Consulting ServicesHourly 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 W Palm 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 W Palm 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.
Your first meeting is free.