TAK Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TAK Advisory, led by a principal who holds CFP® and CPA credentials, provides portfolio management and financial planning to individuals, high‑net‑worth clients, trustees and conservators. The firm prepares individualized investment policy statements and offers ongoing discretionary and non‑discretionary portfolio management alongside comprehensive and project‑based financial planning covering retirement, tax, estate and college planning.
The adviser’s process emphasizes asset allocation, diversification and periodic rebalancing tailored to each client’s income, tax situation, time horizon and documented risk tolerance. TAK Advisory employs both fundamental and technical analysis and may implement a broad set of strategies — including long‑ and short‑term trading, options, margin and short sales — while seeking to manage costs and consider tax consequences.
The brochure highlights that the firm regularly conducts public educational seminars and workshops on investment, estate and financial planning, sometimes sponsored for a fee and sometimes offered free to attendees, which is an uncommon client outreach practice among peers. The principal’s dual CFP and CPA background and prior international equity and brokerage experience are also emphasized in the brochure and may be relevant to clients seeking tax‑aware advice and familiarity with Asian and international markets.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $10,000 for financial planning; $10,000 to $100,000 for comprehensive financial planning
$0 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.60% annually $3,000,001+: 0.40% annually
$250 per hour for financial planning services
Main office
Juno Beach FL
Advisors at this office
1
Most active in
Florida · Maine
Also doing business as
Suppasettawat, Laongdao · Tak Advisory · Tak Advisory LLC · Tak Advisory, LLC · Tak Financial Advisory · Tak Financial Advisory Services
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
Quick links
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