Top financial advisors in New Port Richey, FL
We’ve curated a list of the best financial advisors in New Port Richey, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$149,559,558
Number of advisors
3 advisors
| $149,559,558 | 3 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 New Port Richey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Port Richey. 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.
Orca Wealth Management, LLC
Orca Wealth Management, LLC is a fee-only registered investment adviser founded in 2020 by Kenneth Ouellette. The firm offers personalized investment management and financial advisory services to individual and institutional investors, operating under a fiduciary standard of care. Services include investment and wealth management, financial planning, and fiduciary services for plan sponsors. Orca Wealth Management manages client portfolios on a discretionary basis, tailoring strategies based on individual needs and goals. The firm may also recommend allocation to independent investment managers or advise on various investment products. Clients have the option to engage Orca Wealth Management for financial planning and consulting services, which may be billed on an hourly, fixed, or project basis. The firm's fees for investment and wealth management services are based on a graduated fee schedule, with discretionary accounts ranging from 0.65% to 0.90% annually. Orca Wealth Management does not charge performance-based fees or participate in side-by-side management. The firm reviews client accounts periodically and retains proxy voting authority for clients. Orca Wealth Management does not have any disciplinary information to report and does not pay referral fees. Client assets are held by a qualified custodian, and the firm does not maintain physical possession of client assets.
$149,559,558 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 New Port Richey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Port Richey. 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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