Best Financial Advisors in WESLEY CHAPEL, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$518M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in WESLEY CHAPEL
#1
85
ALTIUM INVESTMENT STRATEGIES LLC
WESLEY CHAPEL, FL · Since 2025
$518M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
82
BRIA CAPITAL GROUP, LLC
WESLEY CHAPEL, FL · Since 2025
$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
ACCURATE WEALTH MANAGEMENT, LLC
WESLEY CHAPEL, FL · Since 2019
$1.7B AUM47 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WESLEY CHAPEL?
The median advisory fee in WESLEY CHAPEL, FL is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.