Brett
Mosley

Ars Wealth Advisors

CRD#7000523
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Brett Mosley is a financial advisor based in Saint Petersburg, Florida, working with Ars Wealth Advisors. Brett has previously held positions at Keys Accounting & Tax Service, LLC, Sbf, LLC, Ars Wealth Advisors, LLC, and Ars Wealth Advisors Group, LLC. Brett has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Brett is part of Ars Wealth Advisors, which operates out of Saint Petersburg, Florida. The firm has one office and 24 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Ars Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Second Avenue Ne Suite 900
Saint Petersburg, FL 33701

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Ars Wealth Advisors Brokerage Details

Total Assets Under Management

$1,272,474,625

FL Average: $1,855,561,029
Total Number of Employees

24

FL Average: 62
Total Number of Accounts

2,614

FL Average: 2,474
Average Account Size

$486,792

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Brett Mosley Work History

2021 - Present (3 years)

Ars Wealth Advisors Group, LLC

2018 - 2021 (3 years)

Ars Wealth Advisors, LLC

2016 - 2017 (1 year)

Sbf, LLC

2013 - 2016 (3 years)

Keys Accounting & Tax Service, LLC

Disclosures

Please visit the SEC profile of Brett Mosley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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
Jamie Mason
Saint Petersburg, FL
Jessica Marshall
Gainesville, FL
Richard Heiman
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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