Advanced Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Wealth Management provides discretionary asset management, financial planning, and consulting to individuals, high‑net‑worth clients, charitable organizations, foundations, pension plans, and institutional investors. Services include ongoing portfolio management, written financial plans, rollover guidance, selection and oversight of third‑party money managers, and implementation support for insurance and annuity products when requested.
The firm typically frames portfolios around a strategic asset‑allocation core with the ability to make tactical adjustments, using mutual funds, ETFs, individual securities, structured products, alternative investments, and insurance/annuity solutions as appropriate to client objectives. It operates largely through a virtual and remote service model, tailors advice through interviews and IPS development, and frequently integrates third‑party managers and technology platforms to implement and monitor accounts.
The ADV discloses recent material changes, including the firm’s transition to SEC registration and related regulatory updates, and notes that the firm hosts complimentary educational seminars and workshops for clients and prospects. AWM also discloses that certain supervised persons are licensed insurance agents who may receive commissions for insurance or annuity sales, and the firm’s use of multiple third‑party providers — including AI‑driven model portfolios and outsourced CIO services — along with its Boutique Family Office trade name, distinguishes its operational and implementation approach from many peers.
Client services
Expertise
Fee options
Flat annual fee option for asset management starting at $5,000; fixed fees for financial planning and consulting from $500 to $5,000
$100,000 - $250,000: 2.0% annually $250,001 - $500,000: 1.5% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $4,000,000: 1.00% annually $4,000,001 - $7,000,000: 0.75% annually $7,000,001+: 0.5% annually
Compensation through insurance commissions for insurance and annuity products when applicable
Financial planning and consulting hourly rate: $500 per hour
Account minimum: $500,000 Fee-only: Financial planning hourly fee: $500/hour; fixed fee range for financial planning: $500 to $5,000; consulting hourly fee: $500/hour; consulting fixed fee range: $500 to $5,000
Main office
1990 Main Street, Suite 750
Sarasota FL 34236
Advisors at this office
3
Most active in
Florida · New Hampshire · Texas
Also doing business as
Advanced Retirement Planners · Advanced Wealth Management · Advanced Wealth Management, LLC · All Star Advisors · Boutique Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Adam M
Series 65
Sarasota, FL
Advanced Wealth Management
Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Advanced Wealth Management in 2022, he worked at JMX Brands and has been involved with Glenridge on Palmer Ranch since 2018. Outside of advising, he registered an e-commerce venture, MAZ Group LLC, though it did not become operational. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments, utilizing a variety of investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.
Charles B
Series 63, Series 65
Sarasota, FL
Advanced Wealth Management
Charles Bryant III is a financial advisor at Advanced Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and FSC Securities Corp. Outside of his advisory role, he is involved with The Consigliere Group in a non-investment-related capacity. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to a range of clients including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm employs a strategic asset-allocation core with tactical flexibility, utilizing various investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.
Antonio G
Series 63, Series 66
Sarasota, FL
Advanced Wealth Management
Antonio Gomes is an investment adviser representative with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advanced Wealth Management since 2012 and is also a licensed insurance agent conducting sales of life, health, fixed annuities, and long-term care insurance. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, alternative investments, and insurance products, delivered primarily through a virtual service model.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")