Top financial advisors in Pensacola, FL
We’ve curated a list of the best financial advisors in Pensacola, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$120,156,953
Number of advisors
2 advisors
| $120,156,953 | 2 advisors | |
| 2 |
Assets under management
$112,549,397
Number of advisors
5 advisors
| $112,549,397 | 5 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 Pensacola, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pensacola. 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.
Kingsman Wealth Management
Kingsman Wealth Management Inc. is a registered investment advisory firm established in March 2022 and located in Pensacola, FL. The firm is owned and controlled by Katie Kingsman, who serves as the Chief Compliance Officer. Kingsman Wealth offers asset management services, financial planning, and consulting services covering various investment opportunities such as stocks, bonds, mutual funds, and more. The firm tailors its services based on individual client financial situations and may impose reasonable restrictions on investments. Kingsman Wealth also provides pension consulting services and recommendations for retirement accounts, including rollover options. The firm manages over $195 million in assets under management, with fees based on a negotiable percentage of total assets. Clients are required to have a minimum account size of $1 million for asset management services, although this minimum may be waived at the firm's discretion. Kingsman Wealth utilizes various methods of analysis, including charting, fundamental analysis, and technical analysis, to formulate investment strategies. The firm emphasizes long-term strategies and discloses potential risks associated with investing, such as financial, market, and political risks. Clients are encouraged to review periodic reports and are responsible for voting proxies for securities held in their accounts. Kingsman Wealth does not engage in principal trades or offer wrap fee programs.
$120,156,953 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Safe Harbor Fiduciary, LLC
Safe Harbor Fiduciary, LLC is a registered investment adviser specializing in providing asset management services since 2014. The firm offers discretionary direct asset management services, fixed indexed annuity management, and financial planning and consulting. Clients' investment goals, time horizons, objectives, and risk tolerance are considered in creating tailored investment strategies. The minimum account size to open an account is $500,000, but exceptions may apply. Fees for asset management are percentage-based, starting at 2.00% annually for assets up to $1,000,000. Financial planning services are offered at a fixed fee, with various services available. The firm acts as a fiduciary, putting clients' interests first. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on risk management. The firm's Chief Compliance Officer, Scott R. McCaghren, oversees operations and ensures compliance with regulations. Clients receive quarterly account statements and have the option to participate in proxy voting. Safe Harbor Fiduciary, LLC does not receive external compensation for securities sales and maintains a transparent fee structure. Scott R. McCaghren holds certifications as a Registered Financial Consultant and National Social Security Advisor. For more information, visit their website or contact them directly.
$112,549,397 under management
5 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 Pensacola, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pensacola. 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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