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.

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.

Amuni Financial, Inc., a local investment advisory firm based out of St. Petersburg, FL, boasts a team of 19 skilled professionals, 10 of whom specialize in providing top-notch investment advisory services. With an average of $83,290,000 in assets under management per investment advisor, Amuni Financial performs on par with the industry standard. The firm offers a diverse compensation structure, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, commissions, and performance-based fees. Catering to a wide client base, Amuni Financial serves over 120 individual clients, effectively managing more than $114,150,000 in assets. The company primarily focuses on high-net-worth individuals, with a substantial portion of their managed assets allocated to this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, Amuni Financial possesses the capacity to effectively oversee employer funds. In addition to their investment advisory services, Amuni Financial, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. The company operates from two offices, and its team includes industry veterans Mark Donohue, Robert House, and Jay Lake, who boast some of the longest tenures at the firm. With a dedication to delivering personalized financial solutions and a strong presence in St. Petersburg, Amuni Financial, Inc. continues to build a reputation for excellence in the financial industry.

Clarity Financial Advisors LLC, a leading investment advisory firm based out of St. Petersburg, FL, specializes in managing assets for both individual clients and employer-sponsored 401K plans. With over 660 individual clients and a staggering $51,181,000 in assets under management, Clarity Financial Advisors LLC has built a solid reputation for its expertise in wealth management. Operating from two offices, this local firm caters to a diverse clientele, with over 80% of their assets under management comprising employer 401K plans or individual investments. Boasting a 100% discretionary management approach, Clarity Financial Advisors LLC ensures their clients' portfolios are expertly handled with the utmost care and attention. The firm employs a highly qualified team of eight professionals, with five dedicated to providing top-notch investment advisory services. Each investment advisor at Clarity Financial Advisors LLC manages an average of approximately $10,240,000 in assets, ensuring personalized attention and tailored strategies for clients' unique financial goals. The company's compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges. This variety allows clients to choose a payment model that aligns with their specific needs and preferences. Notably, Clarity Financial Advisors LLC takes pride in its experienced team, with long-tenured advisors like Troy Von Blankenburg, David O'Neill, and Trevor Shultz, who contribute to the firm's wealth of knowledge and expertise. With a commitment to providing clarity and personalized financial solutions, Clarity Financial Advisors LLC continues to thrive as a trusted partner in helping individuals and employers achieve their financial objectives.

Cyndeo Wealth Partners, a local investment advisory firm based out of St. Petersburg, FL, boasts an impressive track record with over 390 individual clients and a staggering $1,459,563,000 in assets under management. With three strategically located offices, they cater to a diverse range of clients seeking comprehensive financial solutions. While Cyndeo Wealth Partners' expertise extends beyond 401K and individual accounts, these assets represent less than 30% of their total under management. Nevertheless, the firm possesses the capability to effectively manage employer funds, making them a valuable partner for businesses seeking reliable investment strategies. Notably, all assets managed by Cyndeo Wealth Partners are discretionary, ensuring clients can trust the firm's judicious decision-making. The majority of the assets entrusted to Cyndeo Wealth Partners are owned by high net worth individuals, reflecting their reputation for delivering exceptional service to affluent clientele. Their compensation structure offers flexibility, including options such as a percentage of assets under management, hourly charges, and fixed fees, catering to clients' unique preferences and requirements. With a team of 18 dedicated professionals, including 10 experienced investment advisors, Cyndeo Wealth Partners excels in providing personalized financial guidance. Their investment advisors have an average of approximately $145,960,000 in assets under management per advisor, surpassing industry standards and highlighting the firm's commitment to delivering exceptional results. Among the firm's notable advisors are Christopher Quinty, Thomas Kidwell, and Adam Hess, who have demonstrated remarkable expertise and loyalty over the years. Cyndeo Wealth Partners' mission is to empower clients to achieve their financial goals through tailored investment strategies and exceptional client service. With their extensive experience and commitment to excellence, they continue to be a trusted partner for individuals and businesses alike in the St. Petersburg area.

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.

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.