Prestige Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting rather than portfolio management. Its services focus on risk-management and planning solutions that review insurance coverage, entity structure, liability exposure, and opportunities for tax and estate planning.
The firm delivers personalized, hands-on engagements that rely on conversations with clients and coordination with clients’ other trusted advisors and insurance carriers, and it may provide services directly or through other advisory firms. Prestige does not manage client assets or place trades and therefore does not provide discretionary investment management or brokerage services.
Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents and may receive commissions on insurance products, a potential conflict of interest the firm identifies and addresses in disclosures and its Code of Ethics. The brochure also discloses a historical customer complaint from 2009 related to an insurance sale that was settled by a broker‑dealer, and it notes the firm may act as a sub‑advisor or receive referral compensation from other advisers.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees from $1,500 to $50,000 based on complexity.
Insurance commissions received by advisory representative if client purchases insurance products from him. Not from advisory services.
Effective hourly rate of $300/hour used to calculate fixed fees for planning services.
Minimum fee: $1,500 minimum annual fee Fee-only: Fixed fees ranging from $1,500 to $50,000 for financial planning and consulting (negotiable based on complexity). Calculated on anticipated hours multiplied by $300/hour.
Main office
6710 Professional Parkway West, Suite 305
Sarasota FL 34240
Advisors at this office
2
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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
Mark C
CFP®, Series 63, Series 65
Sarasota, FL
Prestige Advisors Inc.
Mark Clark is a CFP® professional with 20 years of experience in financial advising. He is currently with Prestige Advisors Inc. and has held prior roles at Legacy Financial Advisors, Wealth Planning and Design LLC, and has been self-employed for over two decades. Outside of his advisory work, Clark serves on the advisory board of the Lakewood Ranch Community Foundation, where he reviews and approves grant applications for local nonprofits. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, entity structure, and tax and estate planning. The firm offers personalized, collaborative services without managing client assets or engaging in discretionary investment management.
Nicholas D
Series 65
Sarasota, FL
Prestige Advisors Inc.
Nicholas Duvall is a financial advisor with Prestige Advisors Inc. and holds a Series 65 designation. He has one year of industry experience with prior roles at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance, entity structure, and tax and estate planning. The firm does not manage client assets but emphasizes personalized, collaborative engagements with clients and their other advisors.
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