Ars Wealth Advisors

CRD#314882
Investment Advisor Firm

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Learn more about Ars Wealth Advisors

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

    • Overview

    Ars Wealth Advisors is located at 111 Second Avenue Ne, Saint Petersburg, FL. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Ars Wealth Advisors is not a registered broker-dealer.

    Ars Wealth Advisors oversees $1.3 billion in assets under management across 2,614 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and other services. The firm caters to retail investors, high net worth investors, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Ars Wealth Advisors includes asset-based, hourly, and fixed fees. The firm has 378 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, a pension consultant, and a commodity pool advisor.

    Ars Wealth Advisors is registered in the states of Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin.

    Assets Under Management

    $1.3 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    111 Second Avenue Ne
    Saint Petersburg, FL 33701

    Ars Wealth Advisors by the Numbers

    Total Assets Under Management

    $1.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    24

    National Average: 64
    Total Number of Accounts

    2,614

    National Average: 375,227
    Average Account Size

    $486.8 thousand

    National Average: $23.0 thousand
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    Products and Services

    Ars Wealth Advisors provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, and other services. In the prior financial year, Ars Wealth Advisors provided financial planning services to 51-100 of its clients. The Company is engaged in selling products or offering services other than investment advisory services to its clients.

    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

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    Fee Structure

    A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Ars Wealth Advisors likely consist of any combination of the following fee structures: asset-based, hourly, or fixed.

    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 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 26% of firms that offer this fee type

      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.

    • 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.

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    Types of Clients

    It caters to retail investors, high net worth investors, charitable organizations, and corporations. Out of its 4 clients, Ars Wealth Advisors's largest client type by number of accounts is high net worth investors, but it also serves 378 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 38.38%
    • Other Individuals - 59.29%
    • Corporations - 1.83%
    • Charitable Organizations - 0.51%

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

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    Disclosures

    Ars Wealth Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Ars Wealth Advisors

    Ryan O' Leary
    Saint Petersburg, FL
    Brett Mosley
    Saint Petersburg, FL
    Adrian Neutz
    Saint Petersburg, FL
    Michael Hinson
    Saint Petersburg, FL
    Christopher Hill
    Saint Petersburg, FL
    Jessica Marshall
    Gainesville, FL
    Jamie Mason
    Saint Petersburg, FL
    Richard Heiman
    Saint Petersburg, FL
    Andrew Swenson
    Saint Petersburg, FL

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