Vestwyze, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VestWyze, LLC is a fee‑based registered investment adviser that provides portfolio management and financial planning to individual and small business clients, managing about $9.33 million across roughly 82 accounts. The firm offers advice on individual securities, mutual funds, ETFs, separately managed accounts, and alternative investments.
VestWyze generally operates on a non‑discretionary basis, leaving final investment decisions to clients while providing recommendations, ongoing monitoring, and rebalancing guidance; clients may grant discretion to an investment adviser representative in limited cases. Investment approaches range from passive fixed‑income and index strategies for capital preservation to active equity and sector‑focused strategies for growth, and portfolios may be implemented through independent managers on the SEI platform.
Notable distinctions include the firm’s reliance on non‑discretionary assets and its emphasis on retail, non‑high‑net‑worth clients rather than affluent households. Its advisers may also be appointed as independent insurance agents and receive separate commission compensation for insurance products, and the firm maintains solicitor arrangements (including with Absolute Capital) and bills advisory fees through the client’s custodian.
Client services
Expertise
Fee options
<$99,999 - $99,999: 1.65% $100,000 - $499,999: 1.45% $500,000 - $999,999: 1.25% $1,000,000 - $5,000,000: 1.00% >$5,000,000+: negotiable
Fee-only: Comprehensive Financial Planning fees range from $1,750 to $3,000; Limited Planning services fees vary based on client needs.
Main office
618 E. South Street, Suite 500
Orlando FL 32801
Advisors at this office
2
Most active in
Florida · Georgia · Texas
Also doing business as
Hga Capital Management · Hga Capital Management, LLC · Vestwyze, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Kimberly S
Series 63, Series 65
Orlando, FL
Vestwyze, LLC
Kimberly Saunders is a financial advisor at VestWyze, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GWN Securities, Voya Financial Advisors, and serves as an adjunct instructor teaching business finance at Columbia College. Saunders is president of the Central Florida Chapter of the National Black MBA Association and serves on the board of the Goldsboro Front Porch Council, Inc. VestWyze, LLC is a fee-based registered investment adviser that provides portfolio management and financial planning to individual and small business clients. The firm generally operates on a non-discretionary basis and offers a range of investment approaches from passive fixed-income and index strategies to active equity and sector-focused strategies.
Johnnie H
Series 63, Series 66
Orlando, FL
Vestwyze, LLC
Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.
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