Michael
Watkins
Redwood Private Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Watkins is a financial advisor operating in Oldsmar, Florida, who has 1 year of relevant experience. Watkins is on the advisory team at Redwood Private Wealth. During their career, Watkins has held roles at Tampa Bay Advisory, Wealth Financial Advisory Services, LLC, Horter Investment Management and Redwood Private Wealth LLC. Watkins maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Florida. Redwood Private Wealth is an advisory business based in Phoenix, AZ. The firm has offices in 12 locations and a total of 51 financial advisors. It controls $204 million in total assets among its 1,788 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,788 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types billed by Redwood Private Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Watkins Work History
Michael has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Tampa Bay Advisory
Horter Investment Management
Wealth Financial Advisory Services, LLC
*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 Michael Watkins 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 Redwood Private Wealth
Phoenix, AZ
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Phoenix, AZ
Middletown, DE
Phoenix, AZ
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.
