Michael
Watkins
Redwood Private Wealth
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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
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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
Middletown, DE
Phoenix, AZ
Phoenix, AZ
Aiken, SC
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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