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Credentials
Series 65
Experience Industry experience
11 years
Location
Ocala, FL 34474
Zinnia Wealth Advisory, LLC
Supported
Total advisors
3Clients per advisor
171 Very HighAvg AUM per client
$329,726 Very LowHNW client ratio
6% Very LowPaul Autodore Jr. is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 11 years of industry experience. He previously worked at Bankers Life and Bankers Life Securities, INC. before joining Zinnia Wealth Advisory and Zinnia Wealth Management in 2022. Zinnia Wealth Advisory manages approximately $168.8 million for individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers financial planning and discretionary portfolio management, often implementing strategies through sub-advisers and model portfolios that combine actively managed and buy-and-hold approaches.
Based on Zinnia Wealth Advisory, LLC
Based on Zinnia Wealth Advisory, LLC
Fixed financial planning fees up to $20,000 annually
$10,000 - $1,999,999: 1.00% (ZinniaWA) + 0.45% (Brookstone) = 1.45% total for Brookstone sub advised accounts $2,000,000 - $3,999,999: 0.85% (ZinniaWA) + 0.45% (Brookstone) = 1.30% total for Brookstone sub advised accounts Over $4,000,000+: 0.50% (ZinniaWA) + 0.45% (Brookstone) = 0.95% total for Brookstone sub advised accounts $10,000 - $1,999,999: 1.30% (ZinniaWA) + 0.15% (Impact Partnership) = 1.45% total for Impact Partnership sub advised accounts $2,000,000 - $3,999,999: 1.15% (ZinniaWA) + 0.15% (Impact Partnership) = 1.30% total for Impact Partnership sub advised accounts Over $4,000,000+: 0.80% (ZinniaWA) + 0.15% (Impact Partnership) = 0.95% total for Impact Partnership sub advised accounts
Hourly financial planning fees up to $500/hour
Account minimum: $10,000 Minimum fee: Financial planning fixed fees up to $20,000 annually
Ocala, FL
3220 SW 33rd Rd
Ocala FL 34474
Advisors at this office
3
Florida
11 years of industry experience
Zinnia Wealth Advisory, LLC
2022 - Present • 4 years
Ocala, FL
Zinnia Wealth Management
2022 - Present • 4 years
Ocala, FL
Bankers Life Securities, INC.
2016 - 2022 • 6 years
Sarasota, FL
BankersLife
2011 - 2022 • 11 years
Sarasota, FL
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.
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.
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.
CFP®, ChFC®, Series 63, Series 65
Silver Springs, FL
Elevation Haven Financial
Ryan Egbert is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at Elevation Haven Financial, where he has worked since 2021. Prior to that, he spent 20 years at Scott Marsh Financial. Outside of his advisory role, he teaches finance courses. Elevation Haven Financial is an independent registered investment adviser serving individual investors, high-net-worth clients, companies, and trusts. The firm provides portfolio management, tax services including individual tax return preparation, real estate advice, and financial planning, employing a disciplined investment process focused on asset allocation and downside risk analysis.
Series 65
Ocala, FL
Kiefer Financial Advising LLC
Riley Kiefer is the principal advisor at Kiefer Financial Advising LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his firm, he worked at Great American Insurance Group for six years. He is also licensed as a health and life insurance agent through a family-owned agency. Kiefer Financial Advising offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses. The firm uses an education-first, goal-based approach with an emphasis on diversification, cost efficiency, and broadly diversified investment vehicles such as mutual funds and ETFs.
CFP®, CFA®, ChFC®, Series 63, Series 65
Ocala, FL
One Day Wealth Management
Jonathan Davis is a CFP®, CFA®, and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at Vanguard and The Vanguard Group for 11 years before founding One Day Wealth Management in Ocala, FL. One Day Wealth Management is an independent firm that provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm integrates tax preparation services with investment advice and structures portfolios based on Modern Portfolio Theory, operating as a fiduciary for retirement accounts.
Series 65
Ocala, FL
Smith Financial LLC
Terry Smith is the sole advisor at Smith Financial LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his independent firm, he spent 19 years working for the U.S. Department of Defense. Smith Financial LLC is a state-registered investment adviser that provides financial planning and occasional educational seminars to individuals, families, and small businesses. The firm offers a planning-only model without portfolio management or asset-based fees and focuses on financial analysis tools such as cash-flow modeling and retirement projections to support client recommendations.
Series 63, Series 65
Ocala, FL
LifeCare Funding Solutions, LLC
Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
Roger Thompson is the founder of Private Client Services Group, LLC in Ocala, FL, and holds Series 63 and Series 66 designations. He has 33 years of experience in the financial industry, including roles at United Planners Financial Services and International Assets Advisory LLC. Private Client Services Group, LLC is an independent registered investment adviser that serves individuals, families, trusts, and business owners with portfolio management and financial planning services. The firm offers customized and model-based investment strategies, combining fundamental and technical analysis, and manages approximately $7.4 million in discretionary assets across about 20 client accounts.
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