user avatar

Christopher Padrick

Advisor at Great Valley Advisor Group, LLC — Port Charlotte, FL

Updated today

Credentials

Series 65, Series 63

Experience

4 years

Location

Port Charlotte, FL 33948

Great Valley Advisor Group, LLC logo

Great Valley Advisor Group, LLC

Multi-team

Total advisors

189

Across 77 offices

Clients per advisor

195 Very High

Avg AUM per client

$251,332 Very Low

HNW client ratio

5% Very Low

About

Christopher Padrick is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and maintains employment with Pratt & Whitney as a facilities planner. Outside of advisory work, he is the owner of Enterprise Earth LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Client services

Based on Great Valley Advisor Group, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Based on Great Valley Advisor Group, LLC

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Based on Great Valley Advisor Group, LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning initial fixed fees up to $16,000 (negotiable); fixed fees for specific consulting services negotiated case-by-case.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,000 - $3,000,000: 0.85% $3,000,001+: Negotiable

Commissions

Commissions may be earned by IARs from sale of securities and insurance products; GVA may reduce advisory fees by amount of commissions earned by IARs.

Subscriptions

Ongoing financial planning fees negotiable, typically up to $2,500 per year, payable monthly, quarterly, bi-annually, or annually.

Location

See office

Port Charlotte, FL

1777 Tamiami Trail, Suite 101

Port Charlotte FL 33948

Advisors at this office

2

Most active in

Florida

Work history

4 years of industry experience

LPL Financial

2023 - Present • 3 years

Stuart, FL

Primerica Advisors

2022 - 2023 • 1 year

Niceville, FL

Primerica Financial services

2021 - 2023 • 2 years

Niceville, FL

Pratt & Whitney

2019 - Present • 7 years

Jupiter, FL

K&S Services

2017 - 2019 • 2 years

Southgate, MI

Power Systems Manufacturing

2012 - 2017 • 5 years

Jupiter, FL

Disclosures

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

Business activities & affiliations

Jason V

Series 66

Port Charlotte, FL

Stirlingshire Investments

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Retirement income strategy Active portfolio management Income planning Annuities Early retirement planning Approaching retirement
user avatar

Oleksandr V

CFP®

North Port, FL

Vetoshko Wealth Management

Oleksandr Vetoshko is a CFP® professional with two years of industry experience, currently operating as the sole advisor at Vetoshko Wealth Management. His prior work includes positions at Lighthouse Financial Advisors, Inc., Lifecycle Financial Advisors, Inc., and Cambridge Connection, Inc. He has also been employed at Eastern Michigan University. Vetoshko Wealth Management serves individual investors, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing wealth management and financial planning services. The firm offers both discretionary and non-discretionary investment management using a blend of passive and active strategies informed by fundamental and charting analysis and modern portfolio theory, with optional ESG considerations.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Founder/Business Owner Gen X (Born 1965-1980)
user avatar

Jean M

Series 63, Series 65

Venice, FL

Jean Pierre Masse

Jean Masse is the sole advisor at Jean Pierre Masse, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. The firm primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning and portfolio management with an emphasis on fundamental business analysis and conservative asset allocation. It operates on a fee-only basis with a small client roster to provide personalized attention.

General retirement planning General tax planning General estate planning guidance
user avatar

Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC in Port Charlotte, FL, holding a Series 65 designation with 14 years of industry experience. He has worked at Elm Tree Capital Management since 2010 and at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, especially those approaching or in retirement. The firm provides discretionary portfolio management and focused credit-analysis services, using a blend of fixed-income credit discipline and valuation-conscious equity analysis within a relative-value framework.

General retirement planning Income planning Concentrated stock management Approaching retirement
user avatar

Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

General retirement planning Retirement income strategy Social Security optimization Divorce financial planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")