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
Series 63, Series 65
Experience Industry experience
29 years
Location
Osprey, FL
Wells Fargo Advisors
Institution
James Fryrear is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is a co-owner of MAGIS, LLC and serves as co-trustee for his father's trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a broad range of specialized planning services available to clients who meet certain net-worth thresholds.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Osprey, FL
Osprey FL
Advisors at this office
2
Florida · Missouri
29 years of industry experience
Wells Fargo Advisors
2023 - Present • 3 years
Chesterfield, MO
Wells Fargo Clearing
2016 - 2023 • 7 years
Frontenac, MO
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Frontenac, MO
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Verified by Warmer
CFP®, Series 63, Series 65
Sarasota, FL
Cambria Wealth Management
Roman Spear is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cambria Wealth Management in Sarasota, FL. His work history includes roles at Charles Schwab & Co., Pensionmark Financial Group, and Equitable Advisors. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy and manages portfolios on a discretionary basis with a focus on risk management.
Verified by Warmer
Series 63, Series 65, Series 7
Sarasota, FL
Walsh & Associates, LLC
Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.
ChFC®, Series 66
Sarasota, FL
Greater Financial
Carolina Martinez is a ChFC® credentialed financial advisor with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she has been associated with since 2026. Her prior experience includes roles at Bison Wealth, LLC, The Pacific Financial Group, Inc., Royal Alliance Associates, INC., and LPL Financial LLC. Alongside her advisory work, she is involved with John 15:13 LLC dba Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth individuals, trusts, and business entities without requiring a minimum account size. The firm offers wealth strategy and discretionary portfolio management, financial planning, and educational programs such as digital courses and group coaching, using methodologies like Modern Portfolio Theory and technical analysis.
Series 65
Sarasota, FL
Campbell Wealth Advisors, LLC
Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.
Series 65
Sarasota, FL
Swan Retirement Strategies
Murrell Winter is a financial advisor with Swan Retirement Strategies in Sarasota, FL, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of advisory work, he owns and manages an agricultural business that raises cattle. Swan Retirement Strategies provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers portfolio management, managed accounts, and written investment strategies tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and various purchase strategies.
Series 66
Sarasota, FL
Melberth Capital
Robert Melberth is the sole advisor at Melberth Capital in Sarasota, FL, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Jhs Capital Advisors, Inc. Outside of financial advising, he is involved in several business ventures including managing hot food vending machines through Automated Retail Technologies and participating in aviation sales and wireless plan reselling. Melberth Capital provides portfolio management services to individual and high-net-worth clients, offering tailored investment programs with discretionary and non-discretionary management. The firm employs a long-term trading strategy utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, and technical analysis, focusing primarily on ETFs and equities.
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