How many financial advisors are in Winter Haven, Florida?

Falists lists 6 registered investment advisers with a principal office or filing address in Winter Haven, Florida, based on public SEC IAPD data.

How do financial advisors in Winter Haven charge fees?

Fee structures vary by firm. In Winter Haven, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Winter Haven?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 6 advisers

Financial Advisors in Winter Haven, Florida

Looking for a financial advisor in Winter Haven, Florida? Falists indexes 6 SEC-registered and state-registered investment advisers in Winter Haven — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $109.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$109.3M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning6 Trusts5 Retirement1 Institutional2

Top advisors in Winter Haven

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

INGRAM ADVISORY SERVICES, LLC

Winter Haven, FL

AUM

$109.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

863-326-9833

Full profile Visit site →

AVENTAIL WEALTH MANAGEMENT, LLC

Winter Haven, FL

AUM

$49.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

863-333-1927

Full profile Visit site →

IPLAN

Winter Haven, FL

AUM

$30.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

202-600-9605

Full profile Visit site →

CAMPBELL & ASSOCIATES

Winter Haven, FL

AUM

$11.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

863-299-1238

Full profile Visit site →

WELLS INVESTMENTS, INC.

Winter Haven, FL

AUM

—

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

863-294-3361

Full profile Visit site →

WELLS GLOBAL INVESTMENT ADVISERS LLC

Winter Haven, FL

AUM

$101.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

863-294-3361

Full profileNo website

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Common questions

How many financial advisors are in Winter Haven, Florida?: 6 registered investment advisers are listed in our Winter Haven directory, sourced from public SEC filings.
What types of advisors are in Winter Haven?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Winter Haven?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.