Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.

Pullen Investment Management is a small investment advisory firm headquartered in Bradenton, FL, boasting two office locations. With a total of two dedicated employees, the firm exclusively focuses on providing top-notch investment advisory services. On average, each investment advisor at Pullen manages approximately $65,870,000 in assets under management, aligning with the industry average. Pullen Investment Management utilizes a comprehensive compensation structure, encompassing various types of fees such as a percentage of assets under management and fixed fees. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Notably, all the assets entrusted to them are under their discretionary management. Catering primarily to high-net-worth individuals, Pullen Investment Management proudly serves over 40 individual clients, expertly managing their assets totaling over $131,743,000. Among the highly experienced registered advisors at the firm, Tyler Pullen and Allen Butler hold the distinction of being two of the longest-tenured professionals, ensuring continuity and expertise in providing exceptional service to their discerning clientele. With an unwavering commitment to delivering personalized investment strategies and superior financial guidance, Pullen Investment Management strives to optimize clients' portfolios, safeguard their financial interests, and cultivate long-lasting relationships built on trust and results.

Setchfield Asset Management, headquartered in Bradenton, FL, is a reputable investment advisory firm catering to a diverse clientele. With over 200 individual clients, they currently oversee an impressive $126,500,000 in assets under management. As a small but dynamic firm, Setchfield Asset Management operates from a single office and specializes in providing comprehensive investment advice and services. With a focus on financial security and risk management, Setchfield Asset Management also operates as an insurance broker or agent. They possess extensive expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Notably, an overwhelming majority of 94% of the assets they handle are discretionary, showcasing their proficiency in making strategic investment decisions. The firm's compensation structure is designed to align with their clients' success, including a percentage-based fee model tied to the assets under management. Although Setchfield Asset Management boasts a lean team of two employees, one of them is dedicated to providing top-notch investment advisory services. With an average of $126,500,000 in assets under management per investment advisor, Setchfield Asset Management matches the industry standard. Steven Setchfield, one of their registered advisors, stands as a seasoned professional with an enduring commitment to the firm since 2017. Setchfield Asset Management is driven by a passion for helping clients achieve their financial goals while delivering personalized service and exceptional results. Through their expertise and dedication, they have established a strong presence in the Bradenton area and continue to expand their footprint in the investment advisory space.

Day Hagan Asset Management, based out of Sarasota, FL, is a reputable investment advisory firm that caters to over 190 individual clients, managing an impressive $636,236,000 in assets. As a small firm with two offices, Day Hagan specializes in providing personalized investment solutions tailored to their clients' unique financial goals. With a discretionary approach, they have complete authority to make investment decisions on behalf of their clients. The compensation structure at Day Hagan Asset Management is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, commissions, and hourly charges. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and needs. With a team of 11 dedicated professionals, including four experienced investment advisors, Day Hagan Asset Management maintains a high level of expertise and client service. Each investment advisor oversees an average of approximately $159,060,000 in assets under management, surpassing the industry average. This achievement demonstrates the firm's commitment to delivering exceptional results and growing clients' wealth. Notably, Day Hagan Asset Management prides itself on its longstanding advisors who have played pivotal roles in the firm's success. Regan Teague, Arthur Day, and Donald Hagan are among the longest tenured advisors, exemplifying their deep knowledge and commitment to their clients' financial well-being. Overall, Day Hagan Asset Management stands as a trusted partner for individuals seeking expert guidance and comprehensive investment management, ensuring their financial success and peace of mind.

Global Financial Private Client is a reputable investment advisory firm headquartered in Sarasota, FL. With one office location, they offer personalized financial solutions to a diverse clientele. Comprising a team of six dedicated professionals, five of whom specialize in investment advisory services, Global Financial Private Client manages an average of $83,840,000 in assets per advisor, aligning with industry standards. Their compensation structure is designed to meet clients' unique needs, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Impressively, 81% of the assets they oversee are managed on a discretionary basis, demonstrating their clients' trust in their decision-making abilities. Catering primarily to high net worth individuals, Global Financial Private Client serves a distinguished client base, boasting over 60 individual clients with a substantial $419,218,000 in assets under management. The firm takes pride in its experienced advisors, with Stephen Fedak, Cynthia Shuford, and Derek Hartman standing out as some of the longest-tenured professionals within the organization. Global Financial Private Client distinguishes itself by delivering tailored investment strategies, maintaining industry-standard asset management levels, and cultivating long-standing client relationships. Their commitment to excellence and client satisfaction has solidified their position as a trusted investment advisory firm in Sarasota, FL.

Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to high-net-worth individuals, they have earned a reputation for their expertise in handling sizable investments. While managing employer funds is within their capabilities, they allocate less than 30% of their assets under management to 401K and individual accounts. As a testament to their commitment to their clients, Walsh & Associates, LLC exclusively offers discretionary asset management services, ensuring their expertise guides every investment decision. Additionally, they extend their services beyond investment advisory, acting as registered representatives of a broker-dealer and serving as insurance brokers or agents. Located in Sarasota, FL, Walsh & Associates, LLC operates from two offices to better serve their clients. The firm takes pride in its team's longevity, with Suzanne Stacy McKelvey, Thomas Walsh, and Michael Walsh among their most tenured advisors. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests with their clients. With a steadfast commitment to excellence, Walsh & Associates, LLC continues to empower individuals and businesses to achieve their financial goals.

Compound Family Offices, LLC is a local investment advisory firm headquartered in Sarasota, FL. With a single office, they offer comprehensive financial services to clients seeking expert guidance in managing their wealth. Boasting a team of six highly skilled professionals, Compound Family Offices, LLC specializes in providing investment advisory services to their esteemed clientele. With an average of $62,920,000 in assets under management per investment advisor, Compound Family Offices, LLC demonstrates a solid track record in delivering sound financial solutions. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their fee arrangements. While a minor portion of their assets under management is attributed to 401K and individual accounts, Compound Family Offices, LLC possesses the expertise to oversee employer funds. They exclusively manage discretionary assets, with the majority of their portfolio catering to high-net-worth individuals. The firm proudly serves over 70 individual clients, collectively managing assets valued at more than $314,618,000. Compound Family Offices, LLC benefits from the experience of their long-standing advisors, including Scott Gurr, Erik Popham, and Jeffrey Mullens, who have consistently delivered exceptional financial solutions. Committed to their clients' success, Compound Family Offices, LLC remains dedicated to providing personalized strategies tailored to individual goals and objectives.

Fiduciary Wealth Advisors, LLC, based out of Sarasota, FL, is a small investment advisory firm specializing in providing expert financial guidance. With a team of dedicated professionals, they offer comprehensive investment advisory services to their esteemed clientele. Their staff consists of one highly experienced investment advisor who is committed to helping clients achieve their financial goals. On average, Fiduciary Wealth Advisors manages approximately $58,290,000 in assets under management per investment advisor, which falls within the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. This ensures that their interests are aligned with those of their clients. With over 10 individual clients, Fiduciary Wealth Advisors handles a substantial amount of assets under management, totaling more than $91,839,000. Their expertise lies in managing the assets of high net worth individuals, catering to their unique financial needs and objectives. As a fiduciary, Fiduciary Wealth Advisors takes their clients' best interests to heart. They operate under a discretionary management model, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows for timely adjustments and proactive strategies to optimize returns and manage risks effectively. Led by Robert Scott Collins, one of the longest-tenured registered advisors since 2014, Fiduciary Wealth Advisors brings a wealth of experience and expertise to their clients. With their commitment to providing personalized and reliable financial advice, Fiduciary Wealth Advisors is dedicated to helping individuals achieve financial success.

Atlas Fiduciary Financial, LLC is a reputable investment advisory firm headquartered in Sarasota, FL, with an additional office location. With a dedicated team of seven professionals, including five experienced investment advisors, they provide comprehensive investment advisory services. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor. Atlas Fiduciary Financial, LLC offers a flexible compensation structure, tailored to meet the diverse needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to handle employer funds. Notably, all assets managed by the firm are discretionary. The firm primarily caters to high-net-worth individuals, managing a significant portion of their wealth. With a client base of over 80 individuals, Atlas Fiduciary Financial, LLC oversees an impressive $178,236,000 in assets under management. The firm takes pride in its experienced advisors, some of whom have demonstrated remarkable tenure. Alison Hall, Laura Mattia, and Stephen Craffen are among the notable and longest-serving advisors at the firm, offering their expertise to guide clients toward financial success. Atlas Fiduciary Financial, LLC stands as a trusted local partner for individuals seeking reliable and comprehensive investment advisory services in Sarasota, FL. With their seasoned team and track record of success, they are well-positioned to serve the diverse needs of their valued clients.

Ranch Capital Advisors Inc., based out of Sarasota, FL, is a prominent local investment advisory firm. With over 260 individual clients and more than $226,803,000 in assets under management, they have established themselves as a trusted partner in wealth management. With two offices, they cater to a diverse clientele seeking financial guidance and investment solutions. Ranch Capital Advisors Inc. offers a comprehensive range of services, acting as a registered representative of a broker-dealer and an insurance broker or agent. While their assets under management consist of less than 30% from 401K and individual accounts, they possess the expertise to handle employer funds. All of the assets they manage are discretionary, ensuring clients have full confidence in their investment decisions. Catering primarily to high-net-worth individuals, Ranch Capital Advisors Inc. is well-versed in managing substantial wealth portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a dedicated team of six employees, including five experienced investment advisors, Ranch Capital Advisors Inc. maintains a balanced workload. On average, each investment advisor oversees approximately $45,360,000 in assets under management, which aligns with industry standards. The firm takes pride in its experienced team, boasting several long-tenured advisors such as Gregory Pacitti, Abigail Skipper, and Elissa Lovell. Their collective expertise, coupled with a commitment to personalized service, enables Ranch Capital Advisors Inc. to provide exceptional investment advisory solutions to their valued clients.

Truvestments Capital LLC, a renowned local investment advisory firm headquartered in Sarasota, FL, is dedicated to providing comprehensive financial solutions to individuals and employer 401Ks. With eight strategically located offices, Truvestments Capital LLC is committed to delivering personalized investment advisory services to its diverse clientele. Led by a team of ten highly skilled professionals, each advisor at Truvestments Capital LLC possesses extensive expertise in managing investments. On average, they oversee an impressive $26,590,000 in assets under management per advisor. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring a flexible and tailored approach to meet clients' specific needs. With a strong focus on employer 401Ks and individual investments, Truvestments Capital LLC has gained substantial experience in this sector. Approximately half of the firm's assets under management originate from employer 401Ks or individuals, showcasing their expertise and track record in this space. Moreover, an impressive 80% of the assets they manage are discretionary, allowing clients to entrust Truvestments Capital LLC with their investment decisions. Truvestments Capital LLC has built a loyal client base, serving over 670 individual clients with a combined total of $265,926,000 in assets under management. The firm takes pride in its team of seasoned advisors, including Shane Swearingen, Michael Williams, and Kaleb Mccarty, who have established long-standing tenures at the company. Their experience and commitment ensure that clients receive expert guidance and sound financial advice to achieve their investment goals.