Starkel Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Starkel Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates and businesses, providing comprehensive wealth management that includes financial planning and discretionary portfolio management. The firm charges asset‑based advisory fees and implements portfolios using low‑cost mutual funds and ETFs, individual stocks and bonds, and, when appropriate, third‑party independent managers.
The advisor’s investment process is grounded in fundamental analysis and a long‑term strategic asset allocation tailored to each client’s goals, with the flexibility to rebalance or trade more actively as circumstances require. Starkel identifies, recommends and performs ongoing oversight of independent managers, and provides clients with written financial plans and periodic reporting.
What distinguishes the firm from many peers is its inclusion of corporate and business clients alongside individual and trust relationships, a service mix that is relatively uncommon among independent advisors. The firm also participates in Charles Schwab Advisor Services and receives technology and other economic benefits from that relationship (a disclosed potential conflict), and manages roughly $14.3 million in discretionary assets across about 99 client relationships with no stated account minimum.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% More than $1,000,001+: 0.90%
Main office
1990 Main Street, Suite 750
Sarasota FL 34236
Advisors at this office
1
Most active in
California · Florida · Missouri · Nebraska · 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 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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