Gulfcoast Embers Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gulfcoast Embers Advisors is a state-registered, fee-only investment adviser that provides discretionary portfolio management, non-discretionary investment advice, suitability reviews, portfolio rebalancing, and general financial planning to individuals, families, and trusts. The firm also offers optional retainer-based advisory arrangements and periodically offers educational seminars to participants at no charge.
The firm combines fundamental and technical analysis with strategic and tactical asset allocation and emphasizes broad diversification, long-term discipline, and periodic rebalancing to align portfolios with client objectives and risk tolerance. For AUM clients it accepts ongoing discretionary authority and conducts regular account reviews (discretionary accounts monthly; all accounts at least quarterly), while retainer clients generally receive recommendations that are implemented only with client authorization.
Noteworthy for a state-registered adviser of its scale, the firm manages approximately $1.9 million for a single client and is an initial Form ADV filing, yet provides multiple fee options — asset-based, negotiated retainers, and an hourly advisory alternative — with financial planning included under the advisory arrangements. The firm also intends to custody AUM client assets with a national custodian pending approval and plans periodic no-cost educational workshops, features that are less common among similarly registered small firms.
Client services
Expertise
Fee options
Negotiated annual retainer fees ranging from $1,500 to $15,000 billed monthly in arrears
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.20%
$300 per hour, billed in 15-minute increments, one-hour minimum billed in advance
Account minimum: $25,000 Fee-only: Fee-only investment advisory and financial planning services; no commissions or third-party compensation
Main office
North Port FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Gulfcoast Embers Advisors · Gulfcoast Embers Advisors, LLC
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
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