PFS Signature Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PFS Signature Wealth LLC is a newly formed registered investment adviser that offers asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit‑sharing plans, and business entities. The firm’s brochure describes tailored portfolios comprising individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, as well as selection and oversight of third‑party money managers and participant education for employer plans.
The firm describes a fiduciary, goals‑based approach that uses Monte Carlo and cash‑flow planning alongside asset allocation and a mix of fundamental, technical and quantitative analysis, with ongoing monitoring and periodic rebalancing. It routinely uses sub‑advisors and documents a process of due diligence and ongoing review when selecting other advisers to implement client strategies.
Distinctive disclosures include that representatives are licensed insurance agents who may receive commissions for insurance sales and that the firm has an affiliated real estate development entity, both of which the brochure identifies as potential conflicts of interest. It is uncommon for a firm with no SEC‑registered active advisors and no reported regulatory AUM to offer individual portfolio management, pension consulting, and formal selection‑of‑other‑advisers services while not operating as a private fund adviser.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% $2,000,000 - $3,000,000: 0.9% $3,000,000 - $4,000,000: 0.8% $4,000,000 - $5,000,000: 0.7% $5,000,000 - $6,000,000: 0.6% Over $6,000,000+: 0.5%
Main office
1405 W Swann Ave
Tampa FL 33606
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Nebraska · South Carolina
Also doing business as
Pfs Signature Wealth · Pfs Signature Wealth 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.
Advisors at this firm
Jon P
CFP®, Series 63, Series 66
Tampa, FL
PFS Signature Wealth
Jon Pellecchia is a CFP® with 26 years of industry experience, currently serving at PFS Signature Wealth LLC. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. He is a board member and chair of the finance committee for the Salvation Army Tampa and serves on the board of First Priority of Tampa Bay. PFS Signature Wealth LLC provides asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach that incorporates Monte Carlo and cash-flow planning along with fundamental, technical, and quantitative analysis, using tailored portfolios and third-party money managers.
Tye P
Series 66
Tampa, FL
PFS Signature Wealth
Tye Pellecchia is a financial advisor at PFS Signature Wealth in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PFS Signature Wealth and IFP Securities, he worked in various roles including positions at Universal Volcano Bay and educational institutions such as Valencia College and H.B. Plant High School. PFS Signature Wealth LLC is a registered investment adviser offering asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning alongside asset allocation and a combination of fundamental, technical, and quantitative analysis.
William M
CFP®, Series 66
Tampa, FL
PFS Signature Wealth
William Mehserle Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with PFS Signature Wealth LLC and has previous experience at firms including IFP Securities LLC, Independent Financial Partners, and Wells Fargo Advisors Financial Network. Mehserle serves on the Board of Advisors for the University of Tampa Business School and is a board member of the Tampa Bay Business Coalition for the Arts. He is also co-owner of a coffee and dessert venture, the Darling Cookie Company. PFS Signature Wealth LLC is a registered investment adviser providing asset management, comprehensive wealth management, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a fiduciary, goals-based approach utilizing Monte Carlo and cash-flow planning, with portfolios tailored through a combination of fundamental, technical, and quantitative analysis and oversight of third-party money managers.
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