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Steven Elliott Zerbarini

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$460K average
Assets Under Management
$146.7M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $350/hr

Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000 per project or ongoing). Asset management fees generally range from 0.50% to 2.00% per year, but are negotiable based on account size and complexity. Financial consulting is done on a fixed fee basis, between $500 and $4,000 per year. Fees are negotiable. A $100 withdrawal fee may be charged for clients withdrawing funds from a strategy offered by Camelot Portfolios.

Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable Giving
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Advisor Information

Office location

PO Box 1195, Dunedin, FL, 34697

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2019
Final
Other Business ActivitiesSells Insurance

Steven owns Sower Wealth Group, a DBA, dedicating nearly full-time hours to it. He also owns Sower Wealth LLC for tax preparation and insurance sales (fixed annuities, life/health, long-term care, disability), and Sower Realty, Inc. as a real estate broker.

Employment History
Current Registrations
Atlantis Wealth Advisors LLC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Next Financial Group, INC.
December 2006 - December 2018 · 12 yrs
Next Financial Group, INC. Broker
December 2006 - December 2018 · 12 yrs
Ameriprise Financial Services, INC.
February 1997 - December 2006 · 9 yrs 10 mos
Ameriprise Financial Services, INC. Broker
February 1997 - December 2006 · 9 yrs 10 mos
Ids Life Insurance CompanyBroker
February 1997 - July 2006 · 9 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.