ARS Wealth Advisors logo

ARS Wealth Advisors

Updated today

Client AUM

$1,569,510,519

Clients

1,044

Advisors

16

of 24 employees

About

ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education and tax preparation services primarily to individual and high‑net‑worth clients, as well as associated trusts, estates and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services that can include ongoing financial planning, tax return preparation and use of a third‑party digital estate‑planning tool (Trust & Will).

Investment programs are tailored to individual client objectives and typically feature diversified allocations to core domestic and international equities, ETFs, mutual funds and fixed income, with a blend of value and growth stock selection and a generally long time horizon; the firm typically does not pursue market timing and uses Envestnet | Tamarac for reporting, performance and trade administration. ARS Wealth manages accounts on a discretionary basis for most clients and will modify strategies for special situations such as legacy holdings, stock options or tax considerations.

The firm’s corporate ownership and network are a distinguishing element: ARS Wealth is an indirect, wholly‑owned subsidiary of Focus Financial Partners, and the brochure discloses affiliated relationships and access to affiliated services that are less common among multi‑team peers — including Focus Risk Solutions for insurance placements, participation in UPTIQ‑facilitated credit and cash management programs (with Focus as a minority investor in UPTIQ), and connections to other Focus partners that include pension consultants and firms that sponsor or advise private funds. These relationships are disclosed in the brochure along with the firm’s stated mitigation measures (such as client disclosures and offering certain affiliate solutions on a nondiscretionary basis).

Client services

Financial planning Portfolio management
Tax preparation and consulting services and credit and cash management solutions and insurance solutions

Expertise

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management

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Fee options

Percentage

$0 - $2,000,000: 1.00% annually Amounts in excess of $2 Million & up to $5 Million - $5,000,000: 0.75% annually Amounts in excess of $5 Million+: 0.50% annually

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee Fee-only: Fee-only fiduciary investment adviser charging annual asset-based fees as detailed above.

Main office

111 Second Avenue NE, Suite 900

St. Petersburg FL 33701

Advisors at this office

16

Most active in

California · Colorado · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Also doing business as

Ars Wealth Advisors · Ars Wealth Advisors Group, LLC · Ars Wealth Advisors Group, LLC.

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Christopher H

CFP®, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Christopher Hill is a CFP® and holds a Series 65 license, currently serving as a financial advisor at ARS Wealth Advisors. He has seven years of industry experience, having worked with ARS Wealth Advisors and ARS Wealth Advisors Group, LLC since 2016. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations with a blend of value and growth stocks.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Samuel H

Series 63

St. Petersburg, FL

ARS Wealth Advisors

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Anthony A

Series 63, Series 65

St. Petersburgh, FL

ARS Wealth Advisors

Anthony Anderson is a financial advisor at ARS Wealth Advisors with 27 years of industry experience. He has been with the firm and its predecessor since 2004 and holds Series 63 and Series 65 licenses. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in assets and offers integrated services including financial planning, tax return preparation, and use of a third-party digital estate-planning tool.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Benjamin D

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Benjamin De Michael is a financial advisor at ARS Wealth Advisors in St. Petersburg, FL, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of South Florida and Highland High School. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individuals and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs featuring diversified allocations across domestic and international equities, ETFs, mutual funds, and fixed income.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Adrian N

CFP®, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Jessica M

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Jessica Marshall is a Series 65-licensed financial advisor with six years of industry experience. She is currently with ARS Wealth Advisors Group, LLC, where she has worked since 2022, following prior roles at Holloway Wealth Management. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers tailored investment programs that emphasize diversified allocations to domestic and international equities, ETFs, mutual funds, and fixed income.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Richard H

Series 63, Series 65, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Andrew S

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Sean M

CFP®, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Sean Marrozos is a CFP® and Series 66 license holder with seven years of industry experience. He is currently with ARS Wealth Advisors in St. Petersburg, FL, where he has worked since 2025. His prior experience includes positions at Fidelity Investments and Charles Schwab. ARS Wealth Advisors Group is a multi-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning education, and tax preparation services. The firm manages approximately $1.64 billion in discretionary assets and employs a diversified, long-term investment approach without market timing.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Ryan O

CFP®, Series 63, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Ryan O'Leary is a CFP® professional with 22 years of experience in the financial services industry. He has worked with ARS Wealth Advisors Group, LLC since 2023 and previously held positions at International Assets Investment Management, LLC, International Assets Advisory, LLC, Sandra Morris Financial, and BIC Distributors, LLC. Ryan is based in St. Petersburg, FL and holds Series 63 and Series 65 licenses. ARS Wealth Advisors provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients. The firm manages approximately $1.64 billion in discretionary assets and employs diversified investment strategies tailored to client objectives, incorporating domestic and international equities, ETFs, mutual funds, and fixed income.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Cooper K

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining ARS Wealth Advisors, he worked at Sanders, Holloway, and Ryan and has also held positions in educational institutions including Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to client objectives, with a focus on diversified allocations and long-term investment strategies.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Jonathon V

Series 63

St. Petersburg, FL

ARS Wealth Advisors

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Michael H

CFP®, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Michael Hinson is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with ARS Wealth Advisors, where he has worked since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors, among others. ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services tailored to individual client objectives, typically using diversified allocations and a long-term investment approach.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Caroline H

CFP®, Series 63, Series 65, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and customizes investment programs based on individual objectives.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Michael M

CFA®, Series 63, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Michael Murray is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with ARS Wealth Advisors, where he has worked since 2015, including at ARS Wealth Advisors Group, LLC since 2021. The firm provides discretionary portfolio management, financial planning, estate-planning education, and tax preparation services primarily to individual and high-net-worth clients, as well as associated trusts, estates, and retirement plans. ARS Wealth Advisors manages approximately $1.64 billion in discretionary assets and uses a tailored, diversified investment approach with a long-term horizon.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
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