Bryan
Hamer
Accurate Wealth Management, LLC
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About this Advisor
Bryan Hamer is a financial advisor based out of Wesley Chapel, Florida who has 4 years of industry experience. Hamer is an advisor for Accurate Wealth Management, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Health Insurance Innovations, Avila Golf And Country Club, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Accurate Wealth Management, LLC, Accurate Advisory Group, 21St Century Financial, Northwestern Mutual and International Assets Advisory, LLC. Hamer has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Florida. Accurate Wealth Management, LLC is a registered investment company operating out of Wesley Chapel, FL. The company has offices in 10 locations and a total of 38 people on staff. It has $473 million in total assets between its 2,992 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,992 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets. Accurate Wealth Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which service is provided. However, fees charged by Accurate Wealth Management, LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$473,420,186
38
2,992
$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bryan Hamer Work History
Bryan has been registered as a financial advisor for 4 years.*
International Assets Advisory, LLC
Accurate Wealth Management, LLC
Accurate Advisory Group
Northwestern Mutual Investment Services LLC
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
21St Century Financial
Northwestern Mutual Life Insurance Company
Northwestern Mutual
Health Insurance Innovations
Avila Golf And Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Hamer 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 Accurate Wealth Management, LLC
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
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.
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