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Craft Wealth Services

Updated today

Client AUM

$118,741,675

Clients

222

Advisors

9

across 6 offices

About

Craft Wealth Services provides investment advisory and written financial planning primarily to individual and high-net-worth clients, including retirement accounts where it acts as a fiduciary. Its services cover ongoing portfolio management and standalone financial plans, and the firm advises on equities, fixed income, mutual funds, ETFs and options.

The firm follows a value-oriented, long-term investment approach complemented by fundamental, technical and charting analysis, and it uses tactical allocation and options strategies as part of its implementation toolkit. Advisory relationships are tailored through one-on-one interviews and questionnaires, with discretionary account management, continuous monitoring and at least annual reviews.

Noteworthy aspects include operating multiple offices and being an active, licensed insurance agency whose employees may sell annuities and other insurance products for commission, a disclosed conflict of interest. The firm also implements derivatives (options) within separately managed accounts, separates ongoing Advice services from a complexity-based Investment Management fee, and does not accept performance-based fees.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fee for financial planning services ranging generally from $500 to $2,500

Percentage

$0 - $500,000: Up to 1.10% $500,001 - $1,000,000: Up to 0.90% $1,000,001 - $2,000,000: Up to 0.80% $2,000,001+: Up to 0.60%

Main office

See office

1902 West Kennedy Boulevard, Unit 4

Tampa FL 33606

Advisors at this office

4

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Kentucky · Louisiana · Maryland · Michigan · Ohio · Tennessee · Texas · Virginia · West Virginia

Also doing business as

Craft Asset Management · Craft Asset Management LLC · Craft Wealth Services

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

Nicholas B

Series 65

Naugatuck, CT

Craft Wealth Services

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

Steven E

Series 65

Tampa, FL

Craft Wealth Services

Steven Eddy is a financial advisor at Craft Wealth Services in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Centurion Wealth Management, LLC, Pruco Securities LLC, and Strategic Media Services, Inc. He has also been involved with Resourceful Business Advisors LLC since 2014. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, employing a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis alongside tactical allocation and options strategies. The firm offers discretionary portfolio management with continuous monitoring and annual reviews tailored through client interviews and questionnaires.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

William H

Series 63, Series 65

Tampa, FL

Craft Wealth Services

William Hennum is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at Craft Asset Management and Maxim Healthcare, and he also serves as operations manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Additionally, he is a licensed insurance agent involved in insurance sales concurrent with his advisory duties. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial plans, emphasizing tailored advisory relationships and tactical strategies including options.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

Evan C

Series 63, Series 65

Tampa, FL

Craft Wealth Services

Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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Nishann L

Series 66

Mt Juliet, TN

Craft Wealth Services

Nishann La Nata is a Series 66-licensed financial advisor with nine years of industry experience, currently with Craft Wealth Services. His prior roles include financial planning and advisory positions at First Command Financial Planning and Waddell & Reed. Outside of his advisory work, he is a partner in Lebanon Sisterhood, where he contributes to event planning, promotion, and social media administration. Craft Wealth Services provides investment advisory and financial planning primarily for individual and high-net-worth clients, offering portfolio management and standalone planning with a value-oriented, long-term investment approach that incorporates fundamental and technical analysis alongside tactical allocation and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

Myles J

Series 65

Atlanta, GA

Craft Wealth Services

Myles Jerdan is an advisor at Craft Wealth Services in Atlanta, GA. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Premier Financial Consulting Services, Inc. from 2016 to the present and Craft Asset Management since 2026. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management and standalone plans with a value-oriented, long-term investment approach that incorporates fundamental, technical, and charting analysis. The firm employs tactical allocation and options strategies and customizes advisory relationships through interviews and questionnaires, providing discretionary account management with continuous monitoring and at least annual reviews.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

Michael M

Series 66

Nashville, TN

Craft Wealth Services

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. He is also the owner of MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, using a value-oriented, long-term investment approach combined with fundamental, technical, and charting analysis. The firm offers discretionary portfolio management and standalone financial planning with at least annual reviews.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

Jeff D

CFP®, Series 63, Series 65

Herndon, VA

Craft Wealth Services

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
user avatar

William H

Series 66

Tampa, FL

Craft Wealth Services

William Hallmann is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He has held various roles across firms including LPL Financial, Craft Asset Management, and Hallmann Financial Resources. In addition to his advisory work, Hallmann owns and manages a CPA firm, Hallmann Advisors, CPAs, P.C., specializing in tax preparation and accounting, and serves as Vice President at Bespoke Tax Strategy and PCA, P.C. Craft Wealth Services provides investment advisory and financial planning primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with tailored advisory relationships, utilizing fundamental, technical, and options strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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