Payant Wealth Management Group is a highly regarded investment advisory firm based in Sun City Center, FL. With a strong presence in the community, they operate from two well-established offices. Comprised of a dedicated team of six professionals, five of whom specialize in providing top-notch investment advisory services, the firm has earned a reputation for excellence. Drawing from their extensive expertise, Payant Wealth Management Group oversees an impressive average of $40,660,000 in assets under management per investment advisor. Their compensation structure is flexible and tailored to meet clients' needs, including options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Payant Wealth Management Group's business lies in their deep understanding and experience in managing employer 401Ks and individual accounts, which constitute approximately half of their total assets under management. This expertise positions them as trusted advisors in this domain. With an unwavering commitment to discretion and personalized service, Payant Wealth Management Group maintains full discretionary control over 100% of the assets they manage. Serving over 250 individual clients, they currently oversee an impressive $203,318,000 in assets under management. The firm takes pride in its team of accomplished advisors, several of whom have been with the company for many years. Among them are Peter Farina, Glenn Krcmaric, and Thomas Payant, individuals whose wealth of experience and dedication have contributed to the firm's continued success. As a leading investment advisory firm, Payant Wealth Management Group is known for its exceptional service, expertise, and commitment to helping clients achieve their financial goals.

Accurate Wealth Management, LLC is a reputable regional investment advisory firm headquartered in Wesley Chapel, FL. With over 11 offices, they serve a diverse clientele of more than 2,810 individual clients. The firm manages a substantial amount of assets, boasting an impressive $473,420,000 under their expert care. Distinguished by their extensive experience, Accurate Wealth Management, LLC excels in handling employer 401Ks and individual investments, which collectively contribute to approximately half of their assets under management. What sets them apart is their commitment to discretion, as they exclusively manage 100% of the assets on a discretionary basis. Accurate Wealth Management, LLC employs a flexible compensation structure, accommodating various client preferences. They offer different payment options, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This adaptable approach ensures that clients can choose the compensation model that best aligns with their financial goals. The firm employs a total of 38 skilled professionals, with 28 dedicated investment advisors providing personalized services to their discerning clientele. Notably, Accurate Wealth Management, LLC boasts an impressive average of approximately $16,910,000 in assets under management per investment advisor, indicative of their proficiency in delivering tailored financial strategies. Among the firm's notable advisors are Trevor Taylor, Paul O'Grady, and Konstantinos Gotsis, who have demonstrated their expertise and commitment to client success over the years. Their longstanding presence exemplifies Accurate Wealth Management, LLC's dedication to building enduring relationships and ensuring the utmost satisfaction of their clients.

Core Wealth Advisors, Inc. is a reputable investment advisory firm headquartered in Lakeland, FL. With a singular office location, they cater to a diverse clientele seeking expert financial guidance. As an established firm, Core Wealth Advisors boasts a dedicated team of 9 employees, of which 7 specialize in providing comprehensive investment advisory services. The firm's average assets under management per investment advisor stand at approximately $58,850,000, aligning with the industry average. Core Wealth Advisors employs a flexible compensation structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, the firm possesses the expertise to effectively manage employer funds. Notably, all the assets entrusted to Core Wealth Advisors are under their discretion. Catering primarily to high-net-worth individuals, Core Wealth Advisors manages a substantial portion of their assets. Presently, they oversee a noteworthy client base of over 380 individuals, accumulating a significant $411,949,000 in assets under management. The firm prides itself on its commitment to excellence and employs a range of services to support their clients' financial needs. Additionally, Core Wealth Advisors extends their offerings to include accounting services, providing clients with a comprehensive financial solution. Boasting a team of seasoned advisors, Core Wealth Advisors benefits from the experience and knowledge of key personnel such as Charles Foss, Nathan Dunham, and Andrew Foss. These long-tenured professionals contribute to the firm's reputation for delivering sound financial advice and fostering long-term client relationships. Overall, Core Wealth Advisors, Inc. stands as a trusted partner for individuals seeking expert investment guidance and comprehensive financial solutions.

James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies. Though 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to skillfully handle employer funds. Their compensation structure offers clients flexibility, featuring various options such as a percentage of assets under management, hourly charges, and fixed fees. With 9 dedicated employees, including 2 investment advisory professionals, the firm boasts a wealth of expertise and knowledge. One of the key strengths of James I. Black & Company is their impressive average of approximately $66,650,000 in assets under management per investment advisor, aligning with the industry average. This demonstrates their ability to efficiently manage substantial portfolios while delivering personalized attention to each client. The firm takes pride in its experienced team, with Gerald Black and John Christian serving as two of the longest-tenured registered advisors. Their longevity with the company reflects their commitment to client satisfaction and their deep understanding of the ever-evolving financial landscape. James I. Black & Company continues to provide exceptional investment advisory services, guiding clients towards financial success and long-term prosperity.

CPS Investment Advisors, based out of Lakeland, FL, is a prominent local investment advisory firm serving over 2,590 individual clients with an impressive $1,988,219,000 in assets under management. With a single office in Lakeland, CPS Investment Advisors specializes in providing comprehensive investment advisory services to its diverse clientele. While managing employer funds is within their capability, 401K and individual accounts account for less than 30% of their assets under management. All the assets managed by CPS Investment Advisors are discretionary, allowing them to exercise flexibility and expertise in implementing investment strategies. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. With a team of 21 dedicated employees, all providing investment advisory services, CPS Investment Advisors maintains an average of approximately $94,680,000 in assets under management per investment advisor. This figure falls within the industry average, showcasing the firm's competence in delivering effective wealth management solutions. CPS Investment Advisors takes pride in its experienced team, with several of the firm's longest tenured advisors including Derek Oxford, Peter Golotko, and James Luffman. Their expertise, combined with the firm's commitment to providing personalized and reliable investment advice, enables CPS Investment Advisors to build enduring relationships with their clients and guide them towards achieving their financial objectives.

Wells Global Investment Advisers LLC, based out of Winter Haven, FL, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With a team of three skilled professionals, two of whom specialize in investment advisory services, the firm caters to a diverse clientele. As an industry-average asset management firm, Wells Global Investment Advisers oversees an impressive average of approximately $103,110,000 in assets per investment advisor. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and commissions. With over 100 individual clients, the firm manages a substantial portfolio totaling over $91,000,000 in assets. Notably, a significant portion of these assets come from high net worth individuals, demonstrating the firm's expertise in catering to this specialized market segment. Furthermore, Wells Global Investment Advisers has developed a strong track record and extensive experience in managing assets derived from employer 401(k) plans and individual accounts. Operating with full discretion, the firm ensures that all investment decisions are made solely by their expert advisors. While Wells Global Investment Advisers is a small firm, it makes a big impact in the industry. Their Winter Haven office serves as the hub for their operations, where they offer personalized and client-focused investment strategies. Dedicated to guiding their clients towards financial success, Wells Global Investment Advisers LLC combines their industry expertise, diverse compensation options, and a commitment to discretion to provide exceptional investment advisory services to individuals and businesses alike.

Zehnder Wealth Management, LLC is a reputable investment advisory firm based out of St. Cloud, FL. With a single office location, they have established themselves as a trusted financial partner in the region. Comprising a total of three dedicated employees, two of whom specialize in providing expert investment advisory services, the team at Zehnder Wealth Management, LLC is committed to delivering top-notch financial guidance to their clients. With an average of approximately $57,980,000 in assets under management per investment advisor, Zehnder Wealth Management, LLC maintains a solid standing within the industry. Their compensation structure is versatile, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Moreover, their portfolio reflects their expertise in managing employer 401Ks as well as individual assets, with over 80% of their assets under management originating from these sources. With an extensive clientele, Zehnder Wealth Management, LLC serves over 110 individual clients and manages an impressive $115,951,000 in assets. Christopher Zehnder and Kevin Dunleavy, two highly experienced and tenured registered advisors, are integral members of the firm, contributing to its success and reputation. Zehnder Wealth Management, LLC stands out for its exceptional qualifications in managing 401K plans, making them an ideal choice for both employers and employees seeking reliable and knowledgeable guidance. Their commitment to providing personalized and effective financial solutions has earned them the trust and loyalty of their clients, solidifying their position as a prominent wealth management firm in St. Cloud, FL.

Allgen Financial Advisors, Inc. is a leading investment advisory firm headquartered in Orlando, FL. With 16 dedicated employees, including 11 skilled investment advisors, they offer expert financial guidance and management services. The firm stands out in the industry with an impressive average of approximately $141,030,000 in assets under management per investment advisor, significantly higher than the industry average. Their compensation structure is designed to align with their clients' success, including a percentage of assets under management. Allgen Financial Advisors, Inc. proudly serves a diverse client base, catering to over 890 individual clients with a remarkable $309,507,000 in assets under management. Notably, they excel in managing employer 401Ks and individual assets, leveraging their extensive experience and expertise in this space. With a focus on discretionary asset management, Allgen Financial Advisors, Inc. provides their clients with comprehensive financial planning solutions. In addition to investment advisory services, they also offer insurance brokerage and agent services, ensuring clients have a well-rounded approach to their financial well-being. As a local firm deeply rooted in the Orlando community, Allgen Financial Advisors, Inc. operates from their well-established office. The company boasts a team of seasoned advisors, including Kathryn Hite, Paul Roldan, and Jason Martin, who have demonstrated their commitment and longevity within the organization. Allgen Financial Advisors, Inc. is dedicated to delivering personalized financial strategies, tailored to meet each client's unique needs, and helping them achieve their long-term financial goals.

Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges to cater to a variety of client needs. One of the key strengths of Stonebridge Financial Planning Group, LLC lies in their extensive experience with employer 401Ks and individual accounts, which collectively account for about half of their assets under management. This expertise has solidified their position as industry leaders in managing retirement accounts and individual portfolios. Notably, all assets managed by the firm are done so on a discretionary basis, emphasizing their commitment to delivering comprehensive and tailored financial solutions. In addition to their investment advisory services, Stonebridge Financial Planning Group, LLC also serves as an insurance broker or agent, expanding their capabilities to meet the diverse needs of their clientele. Currently, they proudly serve over 330 individual clients, effectively managing assets totaling over $191,170,000. Stonebridge Financial Planning Group, LLC attributes its success to the contributions of their exceptional advisors, including Rebecca Robey, Rhonda Shurtleff, and Dianne Webb, who have been with the firm for a significant duration, showcasing their dedication and commitment to providing top-quality financial planning services.

Moisand Fitzgerald Tamayo, LLC is a prominent local investment advisory firm based in Orlando, FL, with three strategically located offices. With a team of 21 highly skilled professionals, including 8 dedicated investment advisors, they provide exceptional financial services to a diverse client base. The firm boasts an impressive track record, managing over $901,423,000 in assets under management for more than 420 individual clients. As a testament to their expertise, Moisand Fitzgerald Tamayo, LLC has an average of $97,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, such as a percentage of assets under management, ensuring a fair and transparent approach to client relationships. Specializing in high net worth individuals, the firm focuses primarily on managing discretionary assets. While 401K and individual accounts account for less than 30% of their assets under management, they possess the capability to effectively handle employer funds as well. Noteworthy industry veterans contribute to the firm's success, including Daniel Moisand, Ronald Tamayo, and Charles Fitzgerald, who have been instrumental in the company's longevity and reputation. Their collective experience, combined with a client-centric approach, has established Moisand Fitzgerald Tamayo, LLC as a trusted and reliable partner in wealth management.

Second Half Financial Partners, LLC, a trusted local investment advisory firm based in Sebring, FL, is dedicated to providing comprehensive financial solutions to individuals and employers alike. With nine highly skilled employees, including five experienced investment advisors, they are well-equipped to deliver personalized advice and guidance. Setting themselves apart from the industry average, Second Half Financial Partners boasts an impressive average of approximately $783,560,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their success with that of their clients, incorporating various types such as a percentage of assets under management. With over 620 individual clients and an impressive $242,699,000 in assets under management, Second Half Financial Partners has established a strong reputation in the industry. Notably, their expertise shines in managing employer 401Ks and individual investments, which collectively make up half of their assets under management. At Second Half Financial Partners, 100% of the assets they manage are discretionary, enabling them to make informed decisions on behalf of their clients. The firm operates from a single office, where their dedicated team of advisors, including Murrell Winter, George Leidel, and John Swaine, leverage their extensive experience to deliver exceptional service and support. Whether clients are planning for retirement, seeking investment opportunities, or looking to optimize their financial strategies, Second Half Financial Partners is committed to helping them achieve their goals and secure a prosperous future.