Conscious Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conscious Capital Wealth Management provides financial planning (branded as Living Plans), portfolio management, model‑portfolio selection, consulting, and occasional seminars and workshops to individuals (including high‑net‑worth clients), trusts, charitable organizations, retirement accounts, and small businesses. As of its latest filing the firm manages roughly $131 million for about 200 clients and operates with a three‑adviser team, also distributing regular newsletters and offering insurance recommendations as a licensed insurance agency.
The firm’s investment process blends a Living Plan workflow supported by eMoney with top‑down macro analysis and bottom‑up fundamental research to set asset allocation and select both third‑party and proprietary model portfolios; it may also use alternatives and instruments such as crypto, leveraged ETFs, options, and margin where appropriate. Conscious Capital charges asset‑based and, in some cases, performance‑based fees, uses third‑party platforms (including Pontera for held‑away participant accounts), and documents procedures to address side‑by‑side management and related conflicts.
Noteworthy distinctions include a disclosed disciplinary consent order with a state securities regulator and recent expanded disclosures about outside business activities and affiliated alternative‑asset ventures, reflecting the firm’s roles in sponsoring or syndicating alternative investment opportunities and receiving marketing or referral compensation from third‑party managers. The combination of advisory services with periodic educational programs, a published monthly market letter, insurer licensing, and the firm’s involvement in alternative fund sponsorship are less common among peers and are disclosed as potential sources of conflict for clients to consider.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for standard Living Plans range from $650 to $5,000 depending on complexity
$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $5,000,000: 1.00% $5,000,001+: 0.85%
Commissions on insurance policies sold by licensed Investment Adviser Representatives; commissions on securities sales through broker-dealer registration for some representatives (non-advisory accounts)
Hourly rates for advanced Living Plans and consulting services range from $500 to $650 per hour
Performance-based fees charged on certain client accounts managed by Conscious Capital and third-party managers; disclosed separately
Fee-only: Fixed fees for Living Plans $650-$5,000; Hourly rates $500-$650/hour; Consulting fees negotiable fixed or hourly $500-$650/hour
Main office
See office601 S. Harbour Blvd, Suite 109
Tampa FL 33602
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Ohio · Rhode Island · South Carolina · Texas
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Advisors at this firm
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