user avatar

Ryan Tower

Advisor at Tower Wealth Planning — Spring Hill, FL

Updated today

Credentials

Series 65

Experience

—

Location

Spring Hill, FL

Tower Wealth Planning

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

Client services

Based on Tower Wealth Planning

Financial planning Portfolio management

Expertise

Based on Tower Wealth Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $8,500; Ongoing Financial Planning fixed fees range from $250 to $2,125 per quarter

Percentage

0.85% annually, flat rate with annual fees not exceeding $8,500

Project-based

$200 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fees paid quarterly in arrears, ranging from $250 to $2,125

Other

Minimum fee: Annual fees capped at $8,500 for Investment Management services Fee-only: Yes, firm is fee-only, no commissions

Location

Spring Hill, FL

Spring Hill FL

Advisors at this office

1

Most active in

Florida

Work history

Tower Wealth Planning Inc

2026 - Present • 1 year

Spring Hill, FL

Marten Transport

2016 - Present • 10 years

Tampa, FL

University of South Florida

2016 - 2016 • 1 year

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
user avatar

Jordan D

CFP®, Series 63, Series 65

Spring Hill, FL

Glow Financial Planning LLC

Jordan Drinkhouse is a CFP® professional at Glow Financial Planning LLC with four years of industry experience. He has previously worked at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp among other firms. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management focused on Modern Portfolio Theory, asset allocation, and passive investing through index funds and ETFs.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Alex D

Series 65

San Antonio, FL

Cerasus Advisors Inc

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

John D

Spring Hill, FL

Dougherty Investment Advisors

John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.

General retirement planning General tax planning Cash flow / budgeting Wealth management
user avatar

Owen B

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 credential and no prior industry experience. His background includes service in the United States Air Force and the Air Force Reserves, as well as work at the University of South Florida. Campbell & Company Wealth Management offers tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses a passive investment approach with index funds and ETFs, supported by fundamental and cyclical analysis, and partners with an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

John M

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

John Macho is a financial advisor with Campbell & Company Wealth Management, LLC in Spring Hill, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses passive investment strategies with index funds and ETFs and engages an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)