Polley Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Polley Wealth Management LLC primarily serves individual investors — including high‑net‑worth clients — offering investment advisory and portfolio management alongside financial planning, employer‑sponsored planning, and consulting services. The firm provides both discretionary and non‑discretionary managed accounts and offers planning and implementation support tailored to client goals and risk tolerances.
PWM’s investment process emphasizes asset allocation and risk profiling and may employ strategies such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate to client objectives. The firm uses third‑party platforms and sub‑advisers for execution and reporting (including Orion Portfolio Solutions and Betterment), can manage held‑away retirement accounts via an aggregation platform, and makes use of independent sub‑advisers for discretionary management.
What distinguishes PWM from many peers is its subscription‑style retainer offering with tiered membership levels (including an onboarding plan, ongoing planning cadence, a knowledge/education program, and access to a “virtual family office”), rather than relying solely on AUM billing. The firm also has recent ties to insurance distribution and fee‑based annuities through third‑party platforms, supports private and crypto alternative investments via providers like Anchorage and L1/NextGen, and operates a team‑based referral network that coordinates with accountants and affiliated entities providing tax and real‑estate services.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for financial planning projects range from $350 to $25,000.
Under $250,000 - $249,999: 1.25% $250,000 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Hourly fees for financial planning $350 per hour.
Membership service retainer fees: Bronze $250/month, Silver $600/month, Gold starting at $1,500/month (negotiable).
Fee-only: Financial planning fixed fees from $350 to $25,000 per project; Hourly fees $350 per hour; fixed fees and hourly negotiated depending on complexity.
Main office
250 North Orange Ave, Suite 1116
Orlando FL 32801
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Endura Wealth Legacy Partners · Polley Wealth Management 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Gregory K
Series 65
Orlando, FL
Polley Wealth Management LLC
Gregory Kite is a financial advisor with Polley Wealth Management LLC in Orlando, FL, holding a Series 65 designation and 18 years of industry experience. His career includes roles at Transamerica Financial Advisors and Innovation Partners LLC. Outside of advisory work, he serves as president, CFO, athletic director, and coach at The Gift of Learning Foundation, a private school serving Pre K through 12th grade students. Polley Wealth Management primarily serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs an asset allocation and risk profiling approach, utilizing both discretionary and non-discretionary managed accounts, and offers a subscription-style retainer model with tiered membership levels.
Kenneth P
Series 63, Series 66
Orlando, FL
Polley Wealth Management LLC
Kenneth Polley is a financial advisor at Polley Wealth Management LLC in Orlando, FL, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Suntrust Advisory Services. Outside of advisory services, he is involved in real estate investing through Polley Properties LLC, focusing on wholesale and fix-and-flip properties. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs a disciplined investment process with an emphasis on asset allocation and risk profiling, and it offers a subscription-style retainer model alongside traditional fee structures.
Ronald G
Series 63, Series 65
Orlando, FL
Polley Wealth Management LLC
Ronald Greene Jr. is a financial advisor at Polley Wealth Management LLC in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at Edelman Financial Engines and various insurance and vacation ownership companies. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, providing investment advisory, portfolio management, and financial planning services. The firm uses a subscription-style retainer model and employs strategies such as asset allocation, risk profiling, and both discretionary and non-discretionary managed accounts, supported by third-party platforms and sub-advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")