Thomas
Payant

Payant Wealth Management Group

CRD#845353
Investment Advisor
in Sun City Center, FL

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About this Advisor

Thomas Payant is a financial advisor who works in Sun City Center, Florida with a total of 19 years of relevant experience. Payant is an employee of Payant Wealth Management Group. The advisor has gained experience at Payant Tax Services, Payant Wealth Management Group, Payant Prestige Properties LLC and Sagepoint Financial, Inc. Payant holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Florida and Texas. Payant Wealth Management Group is a registered investment firm that has its headquarters in Sun City Center, FL. The firm has a total of six advisors. It oversees $203 million in assets between its 574 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 574 client accounts, 18% are held by high-net-worth investors who have greater than $1 million in investable assets. Payant Wealth Management Group performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which services are offered. Fee types charged by Payant Wealth Management Group most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1653 Sun City Center Plaza
Sun City Center, FL 33573

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Payant Wealth Management Group Brokerage Details

Total Assets Under Management

$203,318,273

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

6

FL Average: 62
Total Number of Accounts

574

FL Average: 2,474
Average Account Size

$354,213

FL Average: $750,025

Investment Advisory Services

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

Thomas Payant Work History

Thomas has been registered as a financial advisor for 19 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

2006 - Present (18 years)

Payant Prestige Properties LLC

2003 - Present (21 years)

Payant Tax Services

1979 - Present (45 years)

Payant Wealth Management Group

*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 Thomas Payant 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 Payant Wealth Management Group

Jonathan Wilkins
Sun City Center, FL
Peter Farina
Sun City Center, FL
Glenn Krcmaric
Sun City Center, FL
Martin Mulligan
Sun City Center, FL
Thomas Payant
Sun City Center, 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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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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