Craft Wealth Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Fixed fee for financial planning services ranging generally from $500 to $2,500
$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 office1902 West Kennedy Boulevard, Unit 4
Tampa FL 33606
Advisors at this office
4
Offices (6)
Tampa, FL West Kennedy Boulevard
1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606
4 advisors
Atlanta, GA
3017 Bolling Way NE Suite 259, Atlanta, GA 30305
1 advisor
Herndon, VA
Herndon, VA
1 advisor
Mt Juliet, TN
145 Bear Crossing Ste 100, Mt Juliet, TN 37122
1 advisor
Nashville, TN
315 Deaderick St. Suite 1550, Nashville, TN 37238
1 advisor
Naugatuck, CT
Naugatuck, CT
1 advisor
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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