Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment
strategy for those like you in or approaching retirement.
As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals.
Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible.
Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement.
With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.
|Firm Start Year:||2002|
|No. of Employees:||2-4|
|Name of Custodial Firm:||First clearing LLC (Affiliated with Wells Fargo Bank)|
|States Licensed in:||FL|
|Number of Years with Current Firm:||20|
|Work Experience:||10 years listening to understand the unique needs and complexities of clients retirement goals and creating a custom mix and active management of whatever financial products are necessary to create the lifestyle they have chosen during retirement.|
|Work with the following types of clients:||Those approaching/in retirement - new to Bradenton|
|Investment Types:||Virtually all investment products are available.|
|Can meet clients in the following ways:||Your Home, Our Office, Email, Your Office, Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA), ChFC®|
|Non-Financial Organization Memberships:||BBB - Rated A+ National Ethics Association Manatee Chamber of Commerce|
|Firm's Number of Clients:||400|
|Firm's Number of Planning Clients:||70|
|Firm's Number of Managed Clients:||70|
|Advisor's Number of Clients:||400|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50K and up|
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
|Fee % Based on Assets:||2% or less|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|TPM AUM $997,000,000|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Manatee and Sarasota County|
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