Top financial advisors in Lutz, FL
We’ve curated a list of the best financial advisors in Lutz, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$124,962,934
Number of advisors
3 advisors
| $124,962,934 | 3 advisors | |
| 2 |
Assets under management
$56,562,791
Number of advisors
36 advisors
| $56,562,791 | 36 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lutz, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lutz. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Edmp, Inc.
EDMP, Inc. is a SEC-registered investment adviser established in 1993, offering investment supervisory services, individual portfolio management, and various investment products. The firm manages assets on a discretionary basis, with a total of $143,516,854 under management as of 12/31/2024. Fees for portfolio management services are typically 1% of assets under management, with rates decreasing based on asset levels. The firm may also offer flat fee arrangements and sub-advisory services with fees up to 2%. EDMP, Inc. may negotiate fees based on client circumstances. The firm follows a code of ethics, ensuring fair treatment of clients and employees. Investment strategies include Total Return, SMID Cap Equity Growth, and Income portfolios, focusing on long-term capital appreciation and valuation adherence. The firm uses fundamental and qualitative analysis to make investment decisions. Clients have investment discretion, and the firm votes proxies on their behalf. EDMP, Inc. receives support services from Schwab and may pay referral fees. The firm has no financial conditions impairing its obligations and has not been subject to bankruptcy in the past ten years. Clients' privacy and interests are prioritized, and the firm maintains transparency in its operations.
$124,962,934 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesDmk Advisor Group, Inc.
DMK Advisor Group, Inc. is a Registered Investment Adviser that has been providing investment supervisory services since 1999. The firm, previously known as Stephen A. Kohn & Associates, Ltd., is owned and operated by a group of eight investment professionals. DMK offers investment advisory services to individuals, corporations, trusts, pension plans, and profit-sharing plans. The firm conducts in-person interviews to assess a client's suitability before proposing an investment strategy tailored to factors such as risk tolerance, investment objectives, and time horizon. Clients can opt for active or passive account management on a discretionary or non-discretionary basis. DMK manages assets on a discretionary basis, actively trading and rebalancing accounts, or on a non-discretionary basis, requiring client consultation for changes. The firm primarily uses mutual funds and ETFs for investment strategies, focusing on growth management and technical analysis. DMK charges management fees based on a percentage of assets under management, with fees varying depending on the account size. The firm does not charge performance-based fees and accepts clients with a minimum account value of $10,000. DMK does not engage in principal or agency cross securities transactions and does not vote proxies on behalf of clients. Clients' accounts are custodied at National Financial Services, a division of Fidelity Investments. Erin Baskett serves as the Chief Compliance Officer, bringing over 13 years of financial industry experience, while Peter Galligan is the Financial Principal with over 25 years of finance and technology management experience.
$56,562,791 under management
36 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lutz, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lutz. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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