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Brandon P Arthurs

Advisor at Arthurs Wealth Management — Ponte Vedra Beach, FL

Updated today

Credentials

Series 66

Experience

18 years

Location

Ponte Vedra Beach, FL 32082

Arthurs Wealth Management logo

Arthurs Wealth Management

Independent

Total advisors

1

Clients per advisor

129 Very High

Avg AUM per client

$736,010 High

HNW client ratio

13% Typical

About

Brandon Arthurs is a financial advisor with Arthurs Wealth Management in Ponte Vedra Beach, FL, holding a Series 66 designation and 18 years of industry experience. Prior to founding his independent firm in 2019, he worked at Merrill Lynch and Bank of America, each for about a decade. Arthurs Wealth Management serves individual and high-net-worth clients as well as business development companies, managing approximately $94.9 million across 129 accounts. The firm offers discretionary and non-discretionary portfolio management with a model-driven approach that incorporates fundamental analysis and Modern Portfolio Theory, including option-writing strategies and exposure to leveraged ETFs and derivatives.

Client services

Based on Arthurs Wealth Management

Portfolio management

Expertise

Based on Arthurs Wealth Management

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

1.00% annually flat fee rate

Other

Account minimum: $20,000 minimum, may be waived at discretion

Location

Ponte Vedra Beach, FL

220 Ponte Vedra Park Drive, Suite 200

Ponte Vedra Beach FL 32082

Advisors at this office

1

Most active in

Florida · North Carolina

Work history

18 years of industry experience

Arthurs Wealth Management LLC

2019 - Present • 7 years

Ponte Vedra Beach, FL

Arthurs Wealth Management LLC

2019 - Present • 7 years

Jacksonville, FL

Merrill

2009 - 2019 • 10 years

Jacksonville, FL

Bank Of America, N.a.

2008 - 2019 • 11 years

Charlotte, NC

Disclosures

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

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is the sole advisor at JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior experience includes 15 years at Dempsey Lord Smith, LLC, and he currently operates Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes custom portfolio management with tactical allocation, employing fundamental, technical, and cyclical analysis, and leverages third-party managers and TAMP programs, alongside retirement plan consulting and 1031 exchange assistance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
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Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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Grysko J

Series 65

Jacksonville Beach, FL

Ascend Wealth Advisors, LLC

James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients, employing a value-driven, fundamental investment approach that emphasizes companies with strong balance sheets, steady earnings, and dividend histories. The firm also offers investor education seminars and operates under an affiliation with a public accounting firm and a third-party money manager through a fee-sharing arrangement.

Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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