Progress Wealth ManagementIndependent Financial Education

Financial advisors · Florida

Fee-only financial advisors in Palm Beach Gardens, FL

From SEC and state Form ADV filingsUpdated 2026-11-07

20 fee-only investment advisers have offices in Palm Beach Gardens, Florida, according to their Form ADV filings with the SEC and state regulators. 13 offer hourly or flat-fee arrangements, 7 charge only a percentage of the assets they manage, and 12 provide financial planning. 14 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 20 of 20

Dakota Wealth, LLC

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418 · (561) 774-8101

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$6.9B
Individual clients
3,728
Advisory staff
61
Registered with
SEC

Profile · Website · SEC record

Montello Wealth Management, Inc.

2401 Pga Blvd Ste 280-Q, Palm Beach Gardens, FL 33410 · (561) 222-3305

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$108M
Individual clients
502
Advisory staff
1
Registered with
SEC

Profile · SEC record

Lri Investments

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 · (561) 323-2265

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.8B
Individual clients
477
Advisory staff
31
Registered with
SEC

Profile · Website · SEC record

Atticus Wealth Management

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 · (561) 425-9500

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$565M
Individual clients
393
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Nexwealth LLC

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 · (561) 971-3939

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$172M
Individual clients
147
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Castle Island Wealth

11300 US Highway 1 Suite 600, Palm Beach Gardens, FL 33408 · (561) 208-3883

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$117M
Individual clients
146
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Your Planning Partner LLC

3801 Pga Blvd #600, Palm Beach Gardens, FL 33410 · (561) 301-0008

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$91M
Individual clients
86
Advisory staff
2
Registered with
FL, NJ, OH +

Profile · Website · SEC record

Optimist Capital

2401 Pga Blvd Suite 148, Palm Beach Gardens, FL 33410 · (561) 771-8077

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$97M
Individual clients
61
Advisory staff
3
Registered with
CA, FL

Profile · Website · SEC record

Resnick Wealth Alliance, LLC

4400 Pga Boulevard Suite 404, Palm Beach Gardens, FL 33410 · (561) 453-1120

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$121M
Individual clients
53
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Blue Line Capital Advisors

8039 Hobbes Way, Palm Beach Gardens, FL 33418 · (561) 385-4131

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$46M
Individual clients
28
Advisory staff
1
Registered with
FL

Profile · SEC record

DSM Capital Partners

7111 Fairway Drive, Suite 350, Palm Beach Gardens, FL 33418 · (561) 618-4000

  • Percentage of assets
Assets managed
$7.6B
Individual clients
1,567
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Global Trust

11300 U.s. Highway 1 Suite 600, Palm Beach Gardens, FL 33408 · (561) 472-0191

  • Percentage of assets
Assets managed
$450M
Individual clients
225
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Rollingwave Capital

412 Capistrano DR, Palm Beach Gardens, FL 33410 · (561) 571-1981

  • Percentage of assets
Assets managed
$21M
Individual clients
67
Advisory staff
1
Registered with
FL, MI, NC +

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Not sure which Palm Beach Gardens firm fits?

Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.

What do you want help with?

Fee-only advisers near Palm Beach Gardens

Another 60 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Palm Beach Gardens?

Form ADV records how firms charge, not what they charge. Of the 20 firms listed here, 13 offer hourly or flat fees and 20 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Palm Beach Gardens advisers selected?

Every registered investment adviser with an office in Palm Beach Gardens that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.