A complete list of active advisors currently associated with Studdard Financial, LLC

Warmer can help you find a great advisor at Studdard Financial, LLC or one who fits your needs even better.

The firm is a single-advisor independent registered investment adviser that serves individual and high-net-worth clients, offering financial planning and discretionary portfolio management. The brochure states the firm generally requires a $250,000 minimum (waivable) and reports managing about $28.5 million on a discretionary basis. The firm’s investment approach combines asset allocation with both fundamental and technical analysis and can employ a range of securities including equities, fixed income, ETFs and options. Portfolio management clients receive an annual review of a written financial plan and related services (including a tax-plan review provided through Sarasota Tax Planning, automobile purchase analysis, and real estate investment analysis), and the management fee includes a subscription to the adviser’s weekly market update newsletter at no charge. Compared with many peers, the firm discloses use of borrowing in separately managed accounts to implement strategies, a practice that is uncommon among independent advisers. The brochure also discloses the principal’s part-time non-advisory business activities in real estate franchising and a holding interest in a funeral-home/cemetery business, which are managed outside the advisory practice and noted in the firm’s disclosures.

To learn more about the advisors currently working at Studdard Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.