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 65
Experience Industry experience
6 years
Location
Spring Hill, FL 34606
AE Wealth Management, LLC
Enterprise
Spencer Dix is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been involved with Costa Rica Land Capital Partners since 2020, focusing on marketing and IT operations. Dix also serves as Vice President of Operations and Associates Producer at Baum Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform that combines models managed by AEWM, third-party strategists, and advisor-managed models.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
Spring Hill, FL Spring Hill Dr
5331 Spring Hill Dr
Spring Hill FL 34606
Advisors at this office
1
Florida · Texas
6 years of industry experience
Costa Rica Land Capital Partners
2020 - Present • 6 years
Spring Hill, FL
Baum Wealth Management
2020 - Present • 6 years
Spring Hill, FL
Baum Financial Services
2012 - Present • 14 years
Spring Hill, FL
AE Wealth Management, LLC
2012 - Present • 14 years
Topeka, KS
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.
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.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65
Spring Hill, FL
Dougherty Investment Advisors
Patrick Manconi is a financial advisor at Dougherty Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of South Florida and Middleton High School. Dougherty Investment Advisors is a team-based advisory firm managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios across equities, debt securities, mutual funds, ETFs, and government securities, offering discretionary portfolio management and comprehensive financial planning services.
CFP®, Series 65, Series 63
Spring Hill, FL
Glow Financial Planning LLC
Jordan Drinkhouse is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Glow Financial Planning LLC in Spring Hill, FL. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Drinkhouse has also worked in various other sectors, including realty and event management. Glow Financial Planning LLC is an independent registered investment adviser offering financial planning and investment management services to individuals and high-net-worth clients. The firm employs a fee-only structure with a fixed quarterly planning fee and emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index funds and ETFs.
Series 65
Spring Hill, FL
Tower Wealth Planning
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.
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.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. She has experience in related business activities dating back to 2000, including work with Campbell & Co, CPAs, PA, and various affiliated entities. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning services focused on retirement, estate and tax planning, cash flow and debt management, college savings, and insurance reviews. The firm primarily uses a passive investment approach with index mutual funds and ETFs combined with fundamental and cyclical analysis, and it operates through an unaffiliated sub-adviser.
CFP®, PFS™
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience in financial advising. She is a principal at Campbell & Company Wealth Management, LLC and has held various roles in affiliated firms since 1994, including a CPA and consulting practice. Campbell is also an author and educator, having published books on financial preparedness. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily employs passive investment strategies using index mutual funds and ETFs, and collaborates with a sub-adviser for portfolio implementation while offering ongoing financial plan supervision.
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