AdvisorRanked
95
Clean

PROFESSIONAL ADVISORY SERVICES INC

2770 INDIAN RIVER BLVD, VERO BEACH, FL 32960
Fiduciaryfee-onlySEC Registered
772-778-0552 HTTPS://WWW.PA-SERVICES.COM CRD #105397
$1.3B
Assets Managed
9
Clients
13
Employees
48
Years Active
since 1978

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 48 years.

Firm Details

Legal NamePROFESSIONAL ADVISORY SERVICES INC
CRD Number#105397
SEC RegisteredYes
Registration Date1978-10-11
States RegisteredFL
Assets Under Management$1.3B
Number of Clients9
Employees13
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is PROFESSIONAL ADVISORY SERVICES INC a fiduciary?

Yes. PROFESSIONAL ADVISORY SERVICES INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PROFESSIONAL ADVISORY SERVICES INC charge clients?

PROFESSIONAL ADVISORY SERVICES INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PROFESSIONAL ADVISORY SERVICES INC have any complaints?

No. PROFESSIONAL ADVISORY SERVICES INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 48 years of operation.

How does PROFESSIONAL ADVISORY SERVICES INC compare to other advisors in VERO BEACH?

PROFESSIONAL ADVISORY SERVICES INC has a Red Flag Score of 95/100. There are 13 registered advisory firms in VERO BEACH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.