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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in New Port Richey, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in New Port Richey, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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