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
22 years
Location
Ocala, FL 34477
Wealth Watch Advisors, Inc
Multi-team
Raymond Oconnell is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group LLC, and Altus Wealth and Tax, where he serves as CEO and COO, focusing on educating business owners and high net worth professionals on wealth-building and tax strategies. Outside of advising, he is involved in consulting for CPA teams to help grow their businesses by connecting them with specialists. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and financial institutions, offering discretionary and non-discretionary portfolio management primarily through approved third-party model managers. The firm employs a multifaceted analytic approach and provides access to alternative private placements for eligible accredited investors, with a notable emphasis on serving other registered investment advisers and acting as an RIA firm of record for certain employer-sponsored retirement plans.
Based on Wealth Watch Advisors, Inc
Based on Wealth Watch Advisors, Inc
Financial planning fixed fees typically range from $250 to $5,000 depending on complexity
$0+: 0.77% minimum to 1.95% maximum annually (standard accounts) $0+: 1.52% minimum to 2.52% maximum annually (Howard Capital Management Ultra Aggressive model) $0+: 1.02% minimum to 2.02% maximum annually (ZEGA Financial option trading models) $0+: 0.50% minimum to 1.25% maximum annually (GrayStreet Drilling Fund II, LLC accounts) $0+: 0.50% minimum to 1.25% maximum annually (Aphorio Carter Critical Infrastructure Fund II, LLC accounts)
Commission-based compensation for sale of insurance products by registered representatives
Hourly financial planning fees typically between $100 and $300
Fee-only: Financial Planning Fixed Fees: $250 to $5,000; Hourly Fees: $100 to $300 per hour, maximum $5,000 annually for financial planning services
Ocala, FL
4545 SW 60th Ave, Box 771506
Ocala FL 34477
Advisors at this office
1
Florida
22 years of industry experience
Wealth Watch Advisors
2023 - Present • 3 years
Englewood, CO
Coppell Advisory Solutions, DBA Fusion Capital Management
2022 - 2023 • 1 year
Dallas, TX
Onyx Bridge Wealth Group LLC
2021 - 2022 • 1 year
Tarrytown, NY
Altus Wealth and Tax
2020 - Present • 6 years
Bluffton, SC
Elite Investment Team LLC
2020 - 2021 • 1 year
San Diego, CA
Altus Wealth Strategies, Inc. Fka Bpc Financial Advisors, Inc.
2005 - 2020 • 15 years
Johns Creek, GA
O'connell Associates/Benefits Planning Corp.
1996 - Present • 30 years
Atlanta, GA
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.
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® with 13 years of experience in the financial services industry. He previously worked at Vanguard for 11 years before founding One Day Wealth Management in Ocala, FL, where he serves as the sole advisor. One Day Wealth Management offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm employs Modern Portfolio Theory to structure portfolios and provides tax preparation services to advisory clients, a service not commonly offered by independent firms.
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 a financial advisor with Private Client Services Group, LLC in Ocala, FL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He founded Private Client Services Group, LLC and has worked at firms including United Planners Financial Services and International Assets Investment Management. Private Client Services Group, LLC is an independent registered investment adviser serving individuals, families, trusts, and business owners with portfolio management and financial planning. The firm offers customized portfolio strategies and employs both fundamental and technical analysis, managing roughly $7.4 million in discretionary assets across about 20 client accounts.
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