Top financial advisors in Venice, FL
We’ve curated a list of the best financial advisors in Venice, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,191,207,558
Number of advisors
17 advisors
| $1,191,207,558 | 17 advisors | |
| 2 |
Assets under management
$1,071,312,815
Number of advisors
17 advisors
| $1,071,312,815 | 17 advisors | |
| 3 |
Assets under management
$442,260,408
Number of advisors
5 advisors
| $442,260,408 | 5 advisors | |
| 4 |
Assets under management
$75,800,000
Number of advisors
1 advisors
| $75,800,000 | 1 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 Venice, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Venice. 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.
Fourthought Private Wealth
FourThought Financial, LLC is an SEC registered investment adviser specializing in financial planning, consulting, and investment management services. The firm was established on November 21, 2019, and is owned by Scott Pinkerton. As of December 31, 2021, FourThought had $1,191,207,558 in assets under management, managed on a discretionary basis. The firm offers wealth management services, tailored to individual client needs, including asset allocation among various investment options. Investment strategies are based on long-term strategic thinking, diversification, and risk management. FourThought provides financial planning and consulting services covering various areas such as retirement planning, tax planning, and asset protection. For wealth management services, the firm charges an annual fee based on a tiered fee schedule depending on the portfolio value. Financial planning and consulting services are typically provided through an asset-based fee or a fixed fee, ranging from $2,000 to $75,000. FourThought may also provide retirement plan consulting services for qualified employee benefit plans. The firm does not charge performance-based fees and requires a minimum portfolio value of $250,000 and a minimum fee of $750 per quarter. Clients have the option to direct brokerage and may use margin in their investment portfolios. FourThought exercises investment discretion on behalf of clients, including the authority to effect transactions without client consent. The firm does not vote client securities but provides regular account reviews and statements to clients. Additionally, FourThought does not accept compensation for client referrals and has not been involved in any material legal or disciplinary events.
$1,191,207,558 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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)Pension Consulting ServicesSelection Of Other AdvisersFourthought Financial Partners, Llc.
FourThought Financial Partners, LLC is an SEC registered investment adviser that offers financial planning, consulting, and investment management services. The firm was established in November 2019 and manages over $1.5 billion in assets on a discretionary basis. As part of the Focus Financial Partners, LLC partnership, FourThought is a wholly-owned indirect subsidiary of Focus LLC. The firm's investment strategies focus on long-term strategic thinking, diversification, and tailored portfolio management based on client goals and risk tolerance. Clients are required to have a minimum portfolio value of $250,000 and pay a minimum fee of $750 per quarter. FourThought charges an annual fee based on a tiered fee schedule, varying from 0.25% to 1.50% based on the portfolio value. The firm recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. FourThought receives support from Fidelity, including research services and software, which benefits the firm but not directly the clients. The firm does not pay for client referrals and does not have any disciplinary events. Clients are encouraged to review their account statements and reports regularly. FourThought has custody of client funds and securities and exercises investment discretion on behalf of clients. The firm does not
$1,071,312,815 under management
17 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
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)Pension Consulting ServicesSelection Of Other AdvisersCredit And Cash Management And Insurance Solutions.Dale K. Ehrhart, Inc.
Dale K. Ehrhart, Inc. is a financial advisory firm established in Florida in 1975, with principal owners Michael Thomas Hartley, Michael Warren Hartley, and Bonnie Brown Hartley. The firm offers three divisions of services: Family Office for high net worth families, TAMP for independent RIAs, and Private Client services. Investment Supervisory Services include creating tailored portfolios based on client goals, risk tolerance, and time horizon, with discretionary authority for most accounts. The firm manages over $600 million in discretionary and non-discretionary assets. Fees for Investment Supervisory Services are tiered based on assets under management and are negotiable. DKE does not participate in wrap fee programs and clients are responsible for third-party fees. The firm primarily uses fundamental analysis and offers investment strategies such as long-term trading, short-term trading, margin transactions, and options writing. DKE does not accept performance-based fees and serves various types of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. The firm's brokerage practices prioritize best execution, and clients may direct brokerage. Regular account reviews are conducted quarterly, and clients receive detailed reports from custodians. DKE does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. The firm has limited custody of client assets and provides investment discretion with written client authorization. Dale K. Ehrhart, Inc. has not faced any recent disciplinary actions or bankruptcy petitions.
$442,260,408 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio 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)Educational Seminars/workshopsFiduciary Consulting Group, Inc.
Fiduciary Consulting Group, Inc., established in 1995, is a registered investment adviser based in Venice, Florida. The firm specializes in managing investment portfolios for individuals, retirement plans, and trusts. They offer services such as investment management, financial planning, retirement income planning, tax and estate planning, and risk management. Fiduciary Consulting Group primarily utilizes passively managed mutual funds and ETFs for asset allocation, focusing on low-cost, diversified portfolios. The firm charges fees based on a percentage of assets under management, with a minimum fee of $6,000. Clients may be invoiced quarterly in advance, and fees are exclusive of brokerage commissions and other related costs. The minimum account size for investment management services is typically $1,000,000, but this may be negotiable. Fiduciary Consulting Group acts as a fiduciary, putting clients' best interests first and does not charge performance-based fees. Clients have the option to grant Fiduciary Consulting Group discretionary authority over their investments, with the firm exercising this authority in line with the client's stated objectives. The firm does not vote proxies on behalf of clients and does not accept performance-based fees. Thomas C. Tyler, Jr., the President and Chief Compliance Officer, has 23 years of experience in investment advice and holds the Certified Financial Planner™ designation. He has no reportable disciplinary events and does not receive additional compensation from third parties for advisory activities. Clients can request a copy of the firm's Code of Ethics for further information.
$75,800,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
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 Venice, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Venice. 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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