Top financial advisors in Palm Coast, FL
We’ve curated a list of the best financial advisors in Palm Coast, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$254,839,360
Number of advisors
7 advisors
| $254,839,360 | 7 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 Palm Coast, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palm Coast. 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.
Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC is an SEC-registered investment advisor established in 2003. The firm offers portfolio management services, financial planning, and implements investment plans for clients. They provide advice on various investments such as equity securities, debt securities, mutual funds, and life insurance contracts. The firm manages client portfolios on a discretionary and non-discretionary basis, offering model portfolios with different investment strategies. Clients have the option for custom portfolio management based on their specific needs. The firm uses Modern Portfolio Theory for portfolio management and employs fundamental, technical, and economic analysis. They do not engage in performance-based fees or side-by-side management. Keyes, Stange & Wooten Wealth Management charges asset-based fees for portfolio management services, with minimum investment requirements varying based on the type of account. The firm does not vote proxies on behalf of client securities and does not provide legal advice or take actions on legal proceedings related to client investments. The firm has no financial commitments impairing its ability to meet client obligations. Clients are encouraged to compare account statements received from the custodian with reports provided by the firm.
$254,839,360 under management
7 advisors
Fee structure
A percentage of assets under your management
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 Palm Coast, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palm Coast. 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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