Ashcraft Wealth Advisors LLC
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About
Ashcraft Wealth Advisors is a registered, independent investment adviser that delivers discretionary portfolio management and ongoing investment advice to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm also provides financial planning and targeted advisory services such as cash-flow and retirement needs analysis, tax‑efficient distribution strategies, employee benefits planning, education planning, and periodic insurance and annuity reviews.
The firm describes a customized, bottom-up investment process built around client-specific asset allocation and diversification, using fundamental analysis supplemented with limited technical analysis and external research. Portfolios may include equities, fixed income, ETFs, mutual funds and publicly traded REITs, with an emphasis on long-term positioning, low turnover, and holding bonds to maturity where appropriate.
What distinguishes the firm from many peers is its affiliation with a related CPA practice and the principal’s CPA credential, which the brochure notes can support integrated tax and accounting considerations and overlap in client relationships. The firm also identifies itself as fee-only, occasionally transacts in insurance and annuity products, and typically recommends a custodian that provides institutional trading and custody services.
Client services
Expertise
Fee options
Fixed fees ranging from $200 to $2,000 for consulting services.
$0 - $1,500,000: 1.50% - 5.00% $1,500,001 - $2,500,000: 1.25% - 4.75% $2,500,001 - $3,500,000: 1.10% - 4.60% Over $3.5 million+: 0.75% - 4.25%
Up to $200 per hour for consulting services.
Account minimum: $1,000 Fee-only: Fees charged as a percentage of assets under management per tier; fee-only advisor with no commissions.
Main office
Auburndale FL
Advisors at this office
2
Most active in
Florida
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kevin A
Series 65
Auburndale, FL
Ashcraft Wealth Advisors LLC
Kevin Ashcraft is a Series 65-registered advisor with Ashcraft Wealth Advisors LLC in Auburndale, FL. He has professional experience in consulting and analytics roles spanning from 2016 to the present. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating tax and accounting considerations through its affiliation with a CPA practice.
Paul A
Series 65
Auburndale, FL
Ashcraft Wealth Advisors LLC
Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.
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