Fee-only adviser · Fort Lauderdale, FL
Everglades Resources, Inc.
Everglades Resources, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with a mailing address in Fort Lauderdale, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 7, 2026, it reports $31M in regulatory assets under management, 51 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 142020 |
| Office | Fort Lauderdale, FL (mailing address; office not published) |
| Phone | (954) 584-8662 |
| Website | Not listed |
| Regulatory assets under management | $31M |
| Individual clients | 34 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Lauderdale
- Palisades Hudson Asset Management, L.P. $1.8B
- Wiggin Financial Services $9.5M
- Dumont Wealth $14M
- Financial Planning Services, Inc. $20M
- Wolfson Private Wealth, LLC $2.7M
- Roschman Capital Advisors, LLC $1.4M
See all 17 fee-only advisers in Fort Lauderdale →
Nearby
- Hollywood 3 firms
- Pompano Beach 2 firms
- Plantation 8 firms
- Hallandale Beach 3 firms
- Cooper City 1 firm
- Lighthouse Point 1 firm
- Aventura 13 firms
- Sunrise 1 firm
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