Primaris Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Primaris Wealth Management is a state-registered, fee-only advisory firm that intends to serve individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and other business entities; the brochure notes the firm was newly formed and reported no clients or assets under management as of the filing date. The firm offers two principal services—discretionary portfolio management and standalone financial planning—with planning recommendations presented as advisory and optional for implementation through the firm.
The firm describes a tailored, asset-allocation-driven investment process that begins with client discovery and incorporates economic, market, and quantitative research to construct and rebalance portfolios, typically under discretionary authority. It says it may invest across cash, stocks, bonds, mutual funds, ETFs, and alternative investments, and it discloses potential use of AI tools and other technology in delivering services.
Compared with peers in the same category, the firm’s combination of formal financial planning with flat (fixed) planning fees, plus stated capacity to manage both individual and institutional portfolios, is relatively uncommon for a firm with no active advisors. The brochure also discloses that the firm operates as a fee-only adviser and that the principal has an unrelated seasonal holiday lighting business and a background in public policy, each noted as non-investment activities.
Client services
Expertise
Fee options
Financial planning flat fees range from $500 to $25,000 depending on scope and complexity
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.70% $5,000,000+: 0.55%
Minimum fee: $2,500 per year, negotiable or waivable at firm's discretion Fee-only: Fee-only (no commissions or other compensation)
Main office
Tallahassee FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Primaris Wealth Management · Primaris 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 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.
Forms ADV
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