Starkel Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,797,205
Clients
99
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
99
Very HighAverage account size
$139,366
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.50% More than $1,000,001+: 0.90%
Main office location
Starkel Wealth Advisors, LLC
1990 Main Street, Suite 750
Sarasota FL 34236, United States
Number of offices
2
Most active in
Starkel Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Missouri · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")