Proper Wealth

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Client assets under management

$127,068,717

Clients

485

46% high-net-worth

Advisors

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

162

Very High

Average account size

$261,997

About

Proper Wealth is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans; it manages roughly $131.8 million for about 485 clients through a three‑advisor team. The firm provides discretionary investment management, financial planning, and retirement‑plan advisory (3(21)) services and generally charges percentage‑of‑assets fees for managed accounts.

The firm constructs customized portfolios that emphasize exchange‑traded funds and diversified mutual funds, using both fundamental and technical analysis and generally pursuing a long‑term orientation while allowing tactical or short‑term trades when appropriate. Proper Wealth may allocate portions of client assets to unaffiliated independent managers, provides Black Diamond reporting with batch trading and auto‑rebalancing for larger accounts, and discloses its role as a fiduciary.

Noteworthy and less common features include sponsorship of a wrap fee program that bundles transaction costs into its advisory fee and formal affiliations with an accounting services entity (an affiliated bookkeeping/consulting firm that is not a CPA firm) and an affiliated insurance agency, each disclosed as potential conflicts of interest. The brochure also highlights a partnership with Wealth.com for estate‑planning document services, the firm’s use and recommendation of LPL Financial’s platform (including receipt of transition assistance and related vendor benefits), and that advisors hold professional credentials such as CFP, CPA, and CExP.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Fee options

Fixed

Financial planning and consulting services fixed fees ranging from $500 to $50,000, negotiable.

Percentage

ranging from 0.50% to 1.60% annually (negotiable, may be tiered or single fixed rate)

Commissions

Certain advisory persons earn commissions from separate broker-dealer and insurance activities; these are separate from advisory fees.

Main office location

Proper Wealth

3233 Thomasville Road

Tallahassee FL 32308, United States

Number of offices

Most active in

Florida · Georgia · North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (850) 972-9725

Advisors at this firm

Nicholas C

Series 66

Tallahassee, FL

Proper Wealth

Nicholas Chason is a financial advisor with Proper Wealth in Tallahassee, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Park Avenue Securities, and Guardian Life Insurance. Proper Wealth is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $132 million across three advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that emphasize ETFs and diversified mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Paul M

CFP®, Series 63, Series 66

Tallahassee, FL

Proper Wealth

Paul Martin is a CFP® professional based in Tallahassee, FL, with three years of industry experience. He has worked at Carr, Riggs & Ingram, Northwestern Mutual Investment Services, LLC, and LPL Financial before joining Proper Wealth. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million across three advisors, offering customized, primarily long-term portfolios with a focus on ETFs and diversified mutual funds alongside individual securities and Independent Managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Austin L

Series 66

Tallahassee, FL

Proper Wealth

Austin Langston is a financial advisor at Proper Wealth with a Series 66 designation and three years of industry experience. He previously worked at MML Investors Services, LLC and Elliott Davis. Outside of his advisory role, he is employed by Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million using customized, primarily long-term portfolios that emphasize ETFs, diversified mutual funds, individual securities, and Independent Managers, supported by both fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

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