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Devin Robert Hotz

Advisor at FL Group, Inc. — Palm Coast, FL

Updated today

Credentials

Series 65

Experience

1 year

Location

Palm Coast, FL

FL Group, Inc. logo

FL Group, Inc.

Supported

Total advisors

2

Clients per advisor

3 Very Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Devin Hotz is a Series 65-licensed advisor at FL Group, Inc. in Palm Coast, Florida, with three years of industry experience. Prior to joining the firm, he was a full-time student for eight years. In addition to his advisory role, Hotz maintains an active insurance practice, dedicating part of his time to insurance and annuity product sales. FL Group, Inc. serves individual and high-net-worth clients by recommending third-party money managers rather than directly managing assets. The firm focuses on evaluating and monitoring these managers while assisting clients with onboarding and documentation.

Client services

Based on FL Group, Inc.

Selection of other advisers

Expertise

Based on FL Group, Inc.

Active portfolio management Wealth management

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Fee options

Fixed

$300 annual fee for Client Directed Accounts charged by Gradient Investments, LLC.

Percentage

$0+: 2.00% (Strategic Portfolios total fee) $0+: 1.80% (Tactical Portfolios total fee) $0+: 1.70% (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% (Preservation Portfolios total fee) $0+: 1.50% (Private Wealth Portfolios total fee)

Commissions

Insurance product commissions received by Investment Advisor Representatives as licensed insurance agents.

Location

Palm Coast, FL

Palm Coast FL

Advisors at this office

2

Most active in

Florida

Work history

1 year of industry experience

FL Group, Inc.

2025 - Present • 1 year

Palm Coast, FL

FL Group, Inc.

2023 - Present • 3 years

Palm Coast, FL

Full TIme Student

2015 - 2023 • 8 years

Palm Coast, FL

Disclosures

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

Business activities & affiliations

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Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Wealth management Cash flow / budgeting
user avatar

Neal A

Series 65

Palm Coast, FL

Albert Capital Management LLC

Neal Albert is a financial advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with five years of industry experience. He has worked with Albert Capital Management since 2021 and has previously held roles at Grabber Construction Products and Allied Building Materials. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified, low-cost mutual funds and ETFs, offers customized Investment Policy Statements, and conducts ongoing educational seminars.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
user avatar

Martin A

Series 63, Series 65

Palm Coast, FL

Baffin Advisors LLC

Martin Anidjar is the sole advisor at Baffin Advisors LLC, an independent firm he has been with since 2009. He holds Series 63 and Series 65 designations. The firm provides discretionary portfolio management specifically for high-net-worth non-U.S. clients. Baffin Advisors LLC manages a small number of accounts totaling approximately $104 million in assets, focusing on a medium-term global macro investment framework with expertise in emerging markets. The firm emphasizes diversified asset allocation across multiple asset classes, tailoring portfolios to individual client objectives and risk profiles.

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
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Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Philip Hotz II is an investment advisor representative with FL Group, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at FL Group, Inc. since 2023, with prior roles including Gradient Advisors, LLC and USFEDS. Hotz also serves as a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating managers for suitability, assisting clients with onboarding, and monitoring performance, while investment discretion and trade execution remain with the selected managers.

Active portfolio management Wealth management
user avatar

Keith W

CFP®, Series 65

Palm Coast, FL

Capstone Investment Management LLC

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management
user avatar

Carter H

Series 63, Series 66

Palm Coast, FL

REAP in Wealth Management, LLC

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.

General retirement planning
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