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Barry Joseph Marsolais

Advisor at Money Concepts Capital Corp — Port St. Lucie, FL

Updated today

Credentials

CFP®, Series 63

Experience

43 years

Location

Port St. Lucie, FL

Money Concepts Capital Corp logo

Money Concepts Capital Corp

Enterprise

Total advisors

391

Across 235 offices

Clients per advisor

43 Low

Avg AUM per client

$237,847 Low

HNW client ratio

3% Low

About

Barry Marsolais is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He holds the Series 63 designation and is based in Port St. Lucie, FL. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Client services

Based on Money Concepts Capital Corp

Financial planning Portfolio management General consulting services

Expertise

Based on Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Money Concepts Capital Corp

Retired Founder/Business Owner Executive

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Fee options

Percentage

$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program

Commissions

Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency

Project-based

Consulting fees negotiated client-by-client; not to exceed $450/hour

Other

Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000

Location

See office

Port St. Lucie, FL

Port St. Lucie FL

Advisors at this office

1

Most active in

Florida

Work history

43 years of industry experience

Money Concepts Capita Corp

2014 - Present • 12 years

Palm Beach Gardens, FL

Asset Management Specialists, Inc.

2004 - 2006 • 2 years

Lynnfield, MA

Global Investment Advisors, Llc

2003 - 2014 • 11 years

Danvers, MA

Eastern Point Advisors Inc.

2001 - 2004 • 3 years

Danvers, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Bryce B

Series 66, AAMS®, Series 7

Palm City, FL

Edward Jones

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Roth conversion strategy Founder/Business Owner Executive Self-Employed Retired Intergenerational Families Established Professionals

Trishul P

CFP®

Port Saint Lucie, FL

Investing Forever Advisory

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Wealth management Passive / index investing Gen X (Born 1965-1980)
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Nicholas S

Series 65

Fort Pierce, FL

N.A. Silva & Company, Inc.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Active portfolio management Founder/Business Owner
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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Marc R

Series 63, Series 65

Stuart, FL

Integritt Wealth Management, LLC

Marc Rittersporn is a financial advisor with Integritt Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he co-owns an alarm monitoring business and serves as president of the homeowners association board for The Esplanade of Downtown Stuart. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, and entities such as trusts and charitable organizations, focusing on tailored portfolios of individual stocks, bonds, mutual funds, and ETFs. The firm follows investment strategies guided by Modern Portfolio Theory with an emphasis on ETF-based allocations and offers both discretionary management and periodic portfolio monitoring.

Passive / index investing
user avatar

Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

Passive / index investing Active portfolio management
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