Non-Traditional Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser that offers financial planning, general consulting, and portfolio monitoring services to individuals and other client types. The firm emphasizes preparing written financial plans and implementing recommendations through outside professionals rather than providing direct discretionary portfolio management.
The firm follows a multi‑phase financial planning process aligned with recognized practice standards, focusing on clients’ values, goals, and disciplined implementation. For investment management it refers clients to a select group of independent third‑party Portfolio Managers and maintains an ongoing due‑diligence and monitoring role rather than managing portfolios directly.
Notably, the firm is also a licensed insurance agency and its supervised persons are licensed to sell securities and insurance products, so some recommendations may involve commissionable insurance or brokerage products and related insurer incentives; the brochure discloses these potential conflicts and describes how they are handled. The firm reports assets under advisement managed by third‑party Portfolio Managers and provides disclosures about referral relationships, affiliated brokerage and insurance activities, and the oversight it performs of those managers.
Client services
Fee options
Financial planning services offered for a fixed fee ranging from $400 to $5,000.
Commissions earned from sales of insurance products through affiliated insurance agency; no commissions earned on securities transactions within monitored accounts.
Hourly consulting fees range from $100 to $300 per hour with a $400 minimum initial charge.
Account minimum: No minimum stated by the advisory firm; however, minimums may be required by the third-party Portfolio Managers managing client accounts. Minimum fee: Minimum consulting charge of $400 to conduct an initial interview. Fee-only: Financial planning fixed fees range from $400 to $5,000; hourly consulting fees range from $100 to $300 per hour with a $400 minimum initial charge.
Main office
4767 New Broad Street
Orlando FL 32814
Advisors at this office
1
Most active in
Florida
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.
Forms ADV
Quick links
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