Cedric Percell Powell
Advisor at Powell Wealth — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
21 years
Location
Tampa, FL 33602
Powell Wealth
Independent
Total advisors
1Clients per advisor
100 Very HighAvg AUM per client
$370,000 TypicalHNW client ratio
25% TypicalCedric Powell is the sole advisor at Powell Wealth in Tampa, FL, with 21 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to founding Powell Wealth, he worked at Ameriprise and spent over 17 years with Northwestern Mutual in various capacities. Outside of financial advising, Powell is an author of two books, "She Rich" and "Sell or Starve," and is involved in multiple business ventures including construction services and marketing. Powell Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, small businesses, unions, trusts, and corporate entities. The firm’s investment approach incorporates quantitative, fundamental, technical, and economic analysis to guide strategic asset allocation across multiple asset classes, with portfolio implementations primarily using ETFs, mutual funds, fixed income, and equities.
$0 - $100,000: 2% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.09%
Minimum fee: Minimum annual fees based on asset tiers, starting at 2% for $0-$100,000 Fee-only: Yes, advisory fees only; no commissions accepted for securities sales
Tampa, FL
603 E Jackson St
Tampa FL 33602
Advisors at this office
1
Florida
21 years of industry experience
Ameriprise
2021 - Present • 5 years
Tampa, FL
Northwestern Mutual Wealth Management Company
2015 - 2021 • 6 years
Milwaukee, WI
Northwestern Mutual Investment Management
2004 - 2021 • 17 years
Tampa, FL
Northwestern mutual life insurance company
2004 - 2021 • 17 years
Milwaukee, WI
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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