Sunrise Wealth Advisors | Financial Advisor in Orlando ,FL

6052 Turkey Lake Rd, Ste. 101
Orlando, FL 32819
Phone: (407) 237-0117

Grow Your Legacy. Plan for Tomorrow.


Video


About

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth
Advisors and developed the company via his firm belief that
clients should be able to receive unbiased financial guidance.

Nick has over 11 years of industry experience and currently
services his clients in Investment, Insurance, and
Financial Planning.

11 Years of Experience



General Information
No.of Employees:   5-9
Insurance License#:   P004740
Name of Broker/Dealer:   Cetera Advisors
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   AR, AZ, CA, CO, CT, FL, GA, IL, KY, MD, ME, NJ,
NV, NY, OH, PA, SC, TX, VA, WA, WV
Number of Years with Current Firm:   6
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Insurance , Stocks , Commodities , Annuities , Mutual Funds , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Life , Variable Life , Long Term Care , Variable Annuity , Health , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   750
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   $110,000,000
Advisor's Number of Clients:   85
Assets Managed by Advisor:   $30,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   1.0-1.5%
Flat Fee Rate:   $500-2,500
Additional Details on Charges:   Specific fee rate is dependent on client and
his/her needs.


Education
Bachelors of Science - Finance - Risk Management  Virginia Tech - Blacksburg, VA
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FAQs

  • Do you have a customer satisfaction or refund policy? Yes. If any client is ever dissatisfied with their service, they may have their current annual planning fee refunded. I am happy to say that this has NEVER happened.
  • What are your qualifications? What is your education background? BS in Finance with a concentration in Risk Management from Virginia Tech. I have my Series 7, Series 66, FL State 215, and CRPC®.
  • What is your approach to financial planning? I follow a holistic approach starting with where someone is now and making sure they are being as efficient as possible. Then based on where they want to be (goals), I create a plan to follow and action steps to take to accomplish what they want.
  • What services do you offer? Retirement Planning, 401(k)/IRA Rollovers, Managed Accounts, Insurance Protection, Estate and Tax Planning, Education Planning, Risk Management
  • How many clients do you currently manage? I work with a continuously growing number of clients. I currently manage about 80 individuals, families, and small businesses.
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DISCLAIMER

Securities and Investment Advisory Services offered through Cetera Advisors., LLC, Member FINRA, SIPC, and Registered Investment Advisor. Sunrise Wealth Advisors, Inc. and Cetera Advisors, LLC are not affiliated entities.

Nick J. Russell, CRPC®   Founding Partner

Nick J. Russell, CRPC® Founding Partner

CRPC®

Biography


A founding partner of Sunrise Wealth Advisors, Nick J. Russell is actively involved in his office as an Investment Advisor Representative and CRPC®.

Nick truly believes in dedicating year-round time and attention to each and every one of his clients.Nick specializes in subjects including (but not limited to) Investment Advisement, Wealth Management, Retirement Planning.

When he is not at the office, Nick enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.

My Services


Financial Advice & Consulting

My planning approach is built on a life-long relationship with my clients. I work with my clients one-on-one, prioritizing their goals and dreams. Together, we will determine what is most important to you and how to get you to where you want to be.

My Team


Ann Steward

Executive Assistant

Communities Served

Altamonte Springs Apopka
Astatula Casselberry
Clermont Davenport
Gotha Intercession City
Kissimmee Lake Mary
Longwood Maitland
Montverde Mount Dora
Oakland Ocoee
Orlando Oviedo
Saint Cloud Sanford
Sorrento Windermere
Winter Garden Winter Park
Winter Springs Zellwood

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
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News & Events


August 2016 Special Series: Women Empowered
When: 08/31/2016
Details:Financial Personality Quiz and Answers, Personal Spotlight Blog, and Common Mistakes Investors May Make. ...more


January 2016 Newsletter
When: 01/25/2016
Details:A video recap of the past month, the Fed raising rates, and volunteer work. ...more


February 2016 Newsletter
When: 02/24/2016
Details:Monthly Insights video of the market, how to protect yourself from Identity Theft, tips to help you leave the office by 5 p.m. and more. ...more


September 2016 Newsletter
When: 09/22/2016
Details:How to deal with broke parents (and yourself), the Olympics, and whether or not long-term care insurance is truly beneficial. ...more


December 2016 Newsletter
When: 12/20/2016
Details:Maximizing Your Deductions, 2017 Social Security changes, and more! ...more


May 2016 Newsletter
When: 05/19/2016
Details:In honor of our mothers, see what advice these moms give to their kids. Planning a vacation? Check out these travel mistakes to avoid during your summer trip! ...more


March 2016 Newsletter
When: 03/18/2016
Details:Haven't filed your taxes yet? No problem. We provide the IRS-posted link on which FREE filing programs you may qualify for. The monthly Market Video talks about February, and we feature Habitat for Humanity! ...more


October 2016 Newsletter
When: 10/17/2016
Details:Playing "Catch-up" with Contributions, Boosting Retirement Income for Non-Savers, and Getting Ahead for the Holidays! ...more


November 2016 Newsletter
When: 11/16/2016
Details:RMD Strategies, Fun Thanksgiving Facts, and Why We LOVE This Local Veteran's Charity ...more


August 2016 Special Series: Women Empowered
When: 08/15/2016
Details:Shaping the future! Quick statistics and a peek into what Part II holds. ...more


June 2016 Newsletter - Halfway Point!
When: 06/15/2016
Details:Financial Confidence Quiz, Saving Strategies for high-income earners, and more. ...more


July 2016 Newsletter
When: 07/13/2016
Details:Topics of the presidential campaign and Brexit are discussed; plus, bonus ‪infographic‬ and political-financial relationship video by the The Wall Street Journal. ...more


April 2016 Newsletter
When: 04/13/2016
Details:Time for spring cleaning! Which documents should you keep and which should you file? Monthly insights, start-ups after 60, and more! ...more


December 2015 Newsletter
When: 12/21/2015
Details:This month's features include Social Security changes, holiday recipes, how to enjoy the holidays on your own, and more. ...more


First Monthly Newsletter
When: 01/21/2015
Details:I am excited to release my first monthly newsletter. I hope you find all of the information to be informative. If you would like to receive my newsletter directly, there is a button at the bottom to "Join Our Mailing List"! ...more


Brexit Effects
When: 07/05/2016
Details:This news feature explores the potential effects the Brexit vote may have on the average investor's portfolio. Should you have any questions or concerns, please contact me at any time (client or not). Your finances are important and you deserve to understand them at all times! ...more


The Sunrise Experience: Shelter Dogs
When: 02/01/2016
Details:Happy Monday, everyone! We recently mentioned our volunteer event at A New Beginning Pet Rescue, Inc. (Orlando, Florida). For a full view of our time with the dogs, check out my blog via the provided link. ...more


The Sunrise Experience: Habitat for Humanity
When: 02/27/2016 |
Location: Poinciana, FL
Details: My team and I attended Habitat for Humanity Greater Orlando's volunteer event. We built walls and helped stabilize the structuring of a home. For a peek at some photos, see the accompanying link on Facebook!

Social Networks


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