Powell Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Powell Wealth provides portfolio management and financial planning services for individuals and high‑net‑worth clients and also accepts relationships with non‑profits, small businesses, unions, trusts and corporate entities. The brochure describes services that include investment analysis, strategic asset allocation, ongoing performance reviews and the option for discretionary portfolio management.
The firm’s investment process draws on quantitative, fundamental, technical and economic analysis to inform model‑driven recommendations and strategic allocations across nine asset classes. Portfolios are implemented primarily through ETFs, mutual funds, unit investment trusts, fixed income and equities, with account reviews conducted quarterly or at least annually to realign holdings with client goals and market conditions.
Noteworthy features include the principal’s active insurance practice and multiple insurance‑related professional designations, with the firm disclosing that insurance products may be recommended in a separate capacity and conflicts are managed per the code of ethics. The brochure also discloses prior client allegations related to insurance transactions and notes that enhanced compliance procedures and communication protocols have been implemented, which may be relevant for prospective clients evaluating oversight and operational controls.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.09%
Minimum fee: Minimum annual fees based on asset tiers, starting at 2% for $0-$100,000 Fee-only: Yes, advisory fees only; no commissions accepted for securities sales
Main office
603 E Jackson St
Tampa FL 33602
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Full Circle M&C · Powell Wealth
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
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")