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Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Tampa, FL 33607
Prime Capital Financial
Enterprise
Donald Williams is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, Financial Engines Advisors L.L.C., and Tmfs Advisors, Llc. Outside of his advisory role, he is a 20% shareholder in a hydroponic lettuce farm, Tyler’s Farm, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using varied investment strategies and delivers consolidated reporting and financial administration across diverse client assets.
Based on Prime Capital Financial
Based on Prime Capital Financial
Financial planning and business planning fixed fees range from $100 to $25,000, depending on complexity. Seminar fees up to $1,000 per attendee.
$0+: 0.25% to 2.50% (Asset Management Services fees vary between these rates depending on client and account specifics; negotiable) $0+: 0.50% to 1.85% (Sub-advisory Relationships fees; negotiable) $0+: 0.10% to 1.00% (Managed Account Allocations for Plan Participants, typical range, negotiable) $0+: 0.05% to 0.72% (Collective Investment Funds annual fees, varies by fund class and assets; e.g., Class A 0.72%, Class B 0.62%, etc.)
Many representatives are also registered representatives of a broker-dealer and licensed insurance agents earning commissions on securities and insurance products sold separately.
Financial planning and business consulting services: $100 to $500 per hour. Family office consulting: $500 to $750 per hour. Tax planning and consulting services: Hourly rates apply.
Performance-based fees charged for qualified clients (defined as having $1.1 million AUM or net worth of $2.2 million excluding primary residence). Base fee typically 0.70%. Performance fee up to 20% of capital appreciation, evaluated semi-annually with a high-water mark.
Certain financial planning services may be offered on a monthly subscription basis via third-party platform (AdvicePay).
Account minimum: $2,500 (varies by strategy; see types of clients section for detailed minimums) Minimum fee: Limited Advisory Services Program: minimum annual fee of $24 or 0.06% of assets (6 Bps), whichever is greater. Fee-only: Financial planning: $100 to $25,000 fixed fee; $100 to $500 per hour; or up to 1% asset-based fee (max $25,000 annually). Business planning and consulting: $100 to $25,000 fixed fee; $100 to $500 per hour (max $25,000 annually). Family office consulting: $500 to $750 per hour. Tax planning/preparation and bill pay: fixed fee and/or hourly rate billed engagements.
Tampa, FL W. Cypress Street
4200 W. Cypress Street Suite #860
Tampa FL 33607
Advisors at this office
1
Florida · Texas
22 years of industry experience
Prime Capital Investment Advisors, LLC
2019 - Present • 7 years
Overland Park, KS
Financial Engines Advisors L.L.C.
2016 - 2019 • 3 years
Tampa, FL
Tmfs Advisors, Llc
2015 - 2016 • 1 year
Overland Park, KS
The Mutual Fund Store
2012 - 2015 • 3 years
Jacksonville, FL
The Mutual Fund Store
2011 - 2015 • 4 years
The Mutual Fund Store
2008 - 2011 • 3 years
University Park, FL
The Mutual Fund Store
2006 - 2011 • 5 years
Brandon, FL
YCS Asset Management, Inc.
2004 - 2006 • 2 years
Bethlehem, PA
Cornerstone Institutional Investors, Inc.
2004 - 2006 • 2 years
Bethlehem, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Verified by Warmer
CFP®, Series 66, CIMA®
Tampa, FL
Hunt Wealth
Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.
Verified by Warmer
Book time directly with this advisor
CFP®, Series 63, Series 66
Clearwater, FL
Csenge Advisory Group, LLC
Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.
Verified by Warmer
CFP®, Series 63, Series 65
Tampa, FL
Dwf Wealth Management
Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Verified by Warmer
CFP®, Series 63, Series 66
Tampa, FL
Farther
Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.
Verified by Warmer
Series 66, Series 7, Series 63, Series 65
St Petersburg, FL
Pmn Financial Associates
Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.
Verified by Warmer
Series 66
Tampa, FL
Valic Financial Advisors
Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.
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