A complete list of active advisors currently associated with ARX Strategic Wealth

Warmer can help you find a great advisor at ARX Strategic Wealth or one who fits your needs even better.

ARX Strategic Wealth provides portfolio management and written financial planning services to individuals (including high-net-worth clients) as well as charitable and business entities. The firm offers ongoing discretionary portfolio management and prepares written financial plans that address investments, retirement, tax considerations, insurance, college funding and debt/credit planning. The firm applies fundamental analysis and modern portfolio theory with a long-term trading orientation, documenting client objectives and risk tolerance in an Investment Policy Statement and often seeking discretionary authority to implement investment decisions. Clients receive custodian account reporting on a regular basis, and financial planning is typically delivered as a one-time plan with the option to engage for additional work. Noteworthy features for a firm of this type include an affiliated insurance practice: supervised persons are licensed to sell insurance and may receive commissions, a conflict that the brochure discloses and explains how it is managed. The firm also uses fixed-fee arrangements for financial planning (rather than only hourly or asset-based billing), does not act as a private fund adviser, and requires the use of a specified custodian; it reported no assets under management at the time of the filing.

To learn more about the advisors currently working at ARX Strategic Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tyrone Harvey	Orlando, FL	1

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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.

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