SFG Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,829,920
Clients
245
Advisors
4
of 6 employees
About
SFG Wealth Advisors serves individuals and families—including active retirees, business owners, and young professionals—providing ongoing discretionary portfolio management, comprehensive financial planning, insurance solutions, and retirement-plan advisory services for individuals, trusts, estates and small businesses. The firm also offers referrals to third‑party estate‑planning technology and provides participant and sponsor services for employer retirement plans as a 3(21) fiduciary.
The firm’s investment recommendations are driven by a cash‑flow based financial planning process and are typically implemented using diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate. SFG regularly engages third‑party money managers and accesses strategies through a platform provider (Frontier), seeking diversified, actively managed strategies that emphasize downside risk management and long‑term return objectives.
SFG’s brochure discloses several relationships that distinguish its operating model: its IARs may also be registered representatives of a broker‑dealer through an affiliated entity and are licensed insurance producers, meaning brokerage commissions and insurance compensation can be earned in addition to advisory fees. The firm also has an operational relationship with Frontier—previously a solicitor relationship and now used as a platform and co‑advisor—and discloses the use of Frontier’s proprietary manager‑screening and performance‑oriented strategies, arrangements the brochure identifies as potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees up to $10,000 per review
$0 - under $250,000: 1.50% $250,000 - under $750,000: 1.25% $750,000 - under $1.5 million: 1.00% $1.5 million - under $3.0 million: 0.80% $3.0 million - under $5.0 million: 0.60% $5.0 million - under $10.0 million: 0.40% $10.0 million+: 0.25%
Maximum hourly rate for financial planning services is $350 per hour for IARs, $125 per hour for Support Staff
Account minimum: $250,000 Minimum fee: Retirement Plan clients subject to a minimum fee of $1,500 per year, exceptions may apply
Main office
705 West Azeele Street
Tampa FL 33606
Advisors at this office
4
Most active in
Florida · Georgia · North Carolina · Texas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Bruce S
CFP®, Series 63, Series 65
Tampa, FL
SFG Wealth Advisors, LLC
Bruce Snyder is a CFP®-certified financial advisor with 25 years of industry experience. He is the president and managing member of SFG Wealth Advisors, LLC, where he has worked since 2020. Prior to that, he has been involved with Snyder Financial Group, LLC since 2001 and The Strategic Financial Alliance, Inc. since 2012. Outside of investment advisory, he is also engaged in fixed insurance and annuity sales. SFG Wealth Advisors serves individuals, families, trusts, estates, and small-business retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes cash flow–based financial planning and diversified strategies using mutual funds, ETFs, model portfolios, and third-party managers, with a focus on downside risk and consistent performance.
Emily K
Series 65
Tampa, FL
SFG Wealth Advisors, LLC
Emily Kelly is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL, holding a Series 65 designation with six years of industry experience. She has been with SFG Wealth Advisors since 2020 and is also involved with Snyder Financial Group LLC as a Client Services Coordinator. SFG Wealth Advisors serves individuals and families, including active retirees, business owners, and young professionals, as well as trusts, estates, and small-business retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory, utilizing a cash flow–based planning process and diversified investment strategies focused on downside risk and consistency.
David Z
Series 65
Tampa, FL
SFG Wealth Advisors, LLC
David Zallo is a financial advisor at SFG Wealth Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2024. He also serves in the US Army, where he has been active since 2004. SFG Wealth Advisors works with individuals, families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management, financial planning, retirement-plan advisory, and insurance product recommendations. The firm uses a cash flow–based financial planning approach and diversified investment strategies focused on managing downside risk and consistency over time.
Daniel B
CFA®
Tampa, FL
SFG Wealth Advisors, LLC
Daniel Bader is a CFA® charterholder with nine years of experience in financial advisory. He has worked at SFG Wealth Advisors, LLC since 2020 and has held analyst roles at The Strategic Financial Alliance, Inc. and Snyder Financial Group since 2015. His responsibilities include investment research, portfolio construction, and performance tracking. SFG Wealth Advisors serves individuals and families, trusts, estates, and small-business retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach emphasizes cash flow–based planning and diversified strategies focused on downside risk and consistent returns, supported by manager screening and returns-based style analysis.
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