Varney Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
7
0% 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
7
LowAverage account size
$0
About
Varney Wealth Management is a solo advisory firm that provides personalized financial planning primarily for individual and high-net-worth clients, with an emphasis on retirement-focused plans. The firm offers tailored, straightforward plans and supportive services on request rather than providing ongoing portfolio management.
The practice emphasizes keeping client costs low and educating clients to manage their own assets, allowing clients to impose investment restrictions as needed. It employs both fundamental and technical analysis with a long-term, diversified investment focus and charges clients on an hourly basis rather than using percentage-of-assets fees.
Compared with many independent advisers, Varney does not provide ongoing asset management, does not take custody of client assets, and does not accept discretionary authority; account reviews are conducted only when clients request them. The firm reports no other industry affiliations, does not receive soft-dollar benefits, and follows the Financial Planning Standards Board code of ethics.
Client services
Financial planning
Expertise
General retirement planning
Fee options
$250 per hour (negotiable)
Main office location
Varney Wealth Management
Tampa FL, United States
Number of offices
1
Most active in
Varney Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
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.
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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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