Accurate Wealth Management, LLC

CRD#298137
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Learn more about Accurate Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Accurate Wealth Management, LLC is a financial advisory company headquartered in Wesley Chapel, Florida. Accurate Wealth Management, LLC controls $473.4 million in total assets across 2,992 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small team, including 28 financial advisors. Accurate Wealth Management, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.

    Accurate Wealth Management, LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring client permission. The firm's average account size is $158,229. The average advisor at Accurate Wealth Management, LLC administers around 107 client accounts.

    Accurate Wealth Management, LLC's headquarters is located at 2211 Ashley Oaks Circle, Wesley Chapel, Florida 33544. The firm is registered to provide services to investors across 26 U.S. states and territories.

    Assets Under Management

    $473.4 million

    Number of Advisors

    28

    Disclosures

    No

    Office Location

    2211 Ashley Oaks Circle
    Wesley Chapel, FL 33544

    Accurate Wealth Management, LLC by the Numbers

    Total Assets Under Management

    $473.4 million

    National Average: $8.6 billion
    Total Number of Employees

    38

    National Average: 64
    Total Number of Accounts

    2,992

    National Average: 375,227
    Average Account Size

    $158.2 thousand

    National Average: $23.0 thousand
    Back to Overview
    Back to Overview

    Products and Services

    Accurate Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, Accurate Wealth Management, LLC provided 1-10 of its accounts with financial planning services. It does not sell products or offer services apart from investment advisory services to its investment advisory customers. Accurate Wealth Management, LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and insurance company or agency.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

    Back to Overview

    Fee Structure

    Financial advisory fees usually vary depending on which services are offered. Fees billed by the firm most likely consist of the following fee structures: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Accurate Wealth Management, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It provides services to retail investors, high net worth investors and corporations. Out of its 2,992 accounts, Accurate Wealth Management, LLC's largest client type by number of accounts is retail investors, though it also caters to 146 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 4.89%
    • Other Individuals - 94.21%
    • Corporations - 0.9%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

    Find an advisor who will work directly with you

    Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

    Back to Overview

    Disclosures

    Accurate Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview
    Back to Overview

    Find a financial advisor near you

    If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

    Back to Overview

    Financial Advisors at Accurate Wealth Management, LLC

    Brian George
    Wesley Chapel, FL
    Nathaniel Adams
    Wesley Chapel, FL
    David Goldin
    Wesley Chapel, FL
    Michael Sinicola
    Wesley Chapel, FL
    Carolyn Howard
    Sarasota, FL
    Jonathan Howard
    Wesley Chapel, FL
    James Ball
    Wesley Chapel, FL
    Bryan Hamer
    Wesley Chapel, FL
    Elizabeth Bertelsen
    Sarasota, FL

    Not sure which advisor is right for you? Use our matching tool

    Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today

    Back to Overview

    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

    The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

    This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

    This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.