Advisor at Advisory Services Network
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.
Location
Sarasota, FL 34236
Credentials
Series 66
Industry experience
18 years
Larry Harness is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Advisory Services Network since 2016 and previously held roles at Csenge Advisory Group and Fsc Securities Corporation. Outside of his advisory work, Harness is a partner at Campbell Harness Capital Wealth Management and serves as president of The Harness Group, Inc., a company that processes payroll and business expenses. Advisory Services Network supports individuals, families, corporations, charitable organizations, and retirement plans through a network of 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
677 N Washington Blvd.
Sarasota, FL 34236
Florida · Texas
Advisory Services Network, LLC
2016 - Present (10 years)
Csenge Advisory Group
2014 - 2016 (2 years)
Fsc Securities Corporation
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Robert Lee is the sole advisor at Retirement Money Management in Sarasota, FL, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Girard Securities. Lee also owns Lee Financial of Sarasota, Inc., an insurance sales business, and is involved in fixed insurance product sales. Retirement Money Management offers lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients, including corporate pension and profit-sharing plans. The firm uses a global macroeconomic asset-allocation framework combined with fundamental and technical analysis, managing most assets nondiscretionarily and providing educational seminars.
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.
CFP®, ChFC®, Series 66
Bradenton, FL
Alpha Omega Financial
William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.
Series 65
Sarasota, FL
Swan Retirement Strategies
Murrell Winter is a Series 65 licensed financial advisor with seven years of industry experience, currently operating Swan Retirement Strategies in Sarasota, FL. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of finance, 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, offering portfolio management, asset allocation, and tailored investment strategies. The firm may manage accounts on a discretionary basis and utilizes various methods including dollar-cost averaging and technical analysis, sometimes employing third-party sub-advisors or wrap-fee programs.
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.
CFP®, Series 63
Bradenton, FL
Summit Financial Advisors
Paul Koepfer is a CFP® professional with over 50 years of experience in the financial services industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. His career includes tenure at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Summit Financial Advisors provides comprehensive financial planning, investment consulting, and qualified retirement plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm employs a tactical asset allocation approach grounded in Modern Portfolio Theory and analytical tools, offering recommendations without managing client portfolios or accepting trading discretion.
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