Best Financial Advisors in MELBOURNE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$250M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MELBOURNE
#1
100
FLAVIN FINANCIAL SERVICES, INC.
MELBOURNE, FL · Since 2024
$205M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
ROSSBY FINANCIAL, LLC
MELBOURNE, FL · Since 2023
$855M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
MONEY MANAGEMENT CONCEPTS INC.
MELBOURNE, FL · Since 2022
$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
85
OXENFREE FINANCIAL
MELBOURNE, FL · Since 2023
$250M AUM8 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MELBOURNE?
The median advisory fee in MELBOURNE, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.