Green Era Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,886,092
Clients
79
Advisors
2
of 2 employees
About
Green Era Financial LLC provides discretionary asset management to individual and high‑net‑worth clients and also serves retirement plan sponsors in a limited‑scope ERISA 3(21) fiduciary capacity. The firm delivers ongoing portfolio management, investment selection, and plan monitoring, and its most recent filing notes it no longer offers standalone financial planning or uses sub‑advisors and now enforces a $500,000 account minimum.
The firm’s investment process draws on a range of methods — including fundamental, technical and charting analysis — and applies modern portfolio theory and Monte Carlo analysis to set allocations and assess probabilities; accounts are reviewed quarterly and managed on a discretionary basis. Clients are required to establish custody with a qualified custodian (the firm requires use of Altruist), the firm may aggregate trades for execution, and it places certain ERISA plan clients into a Betterment wrap program for custody and execution.
Noteworthy differences from many peers include an affiliation with the insurance business: a firm principal operates as an independent insurance agent, spending roughly 5% of their time on that activity and potentially offering commission‑based insurance products (a disclosed conflict the firm says it mitigates). The firm also receives reimbursed technology and other economic benefits from its custodian relationship with Altruist, which the brochure discloses creates an incentive to maintain client assets on that platform.
Client services
Expertise
Fee options
Fixed fees for certain services as indicated under ERISA Plan Services, fees may be charged quarterly or monthly; fee schedule described in Plan Agreement Schedule A.
$0 - $500,000: 1.5% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.0% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance as licensed insurance agents.
Account minimum: $500,000 Fee-only: Annual investment advisory fee based on assets under management; negotiable fees; fees billed monthly in arrears.
Main office
Clearwater FL
Advisors at this office
2
Most active in
California · Florida · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Forms ADV
Quick links
Advisors at this firm
Cary G
Series 63, Series 65
Clearwater, FL
Green Era Financial LLC
Cary Green is a financial advisor at Green Era Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bettr and Transamerica Financial Advisors, Inc. Outside of his advisory role, Green is involved with a church where he helps guide individuals in selecting courses and spiritual counseling. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as limited-scope ERISA 3(21) fiduciary services to retirement plan sponsors. The firm uses a variety of analytical methods and modern portfolio theory to manage portfolios on a discretionary basis, requiring a $500,000 account minimum and custody through Altruist.
Jean Jacques W
Series 65
Clearwater, FL
Green Era Financial LLC
Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.
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