Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $300/hr

Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813

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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.
Judgment / Lien
October 2016
Other Business ActivitiesSells Insurance

Joshua is an independent insurance agent in Florida. This work takes about half of his time, including during trading hours.

Employment History
Current Registrations
Amerity Wealth Management, LLC
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Beacon Global Advisor Network, LLC
February 2018 - December 2023 · 5 yrs 10 mos
Claraphi Advisory Network, LLC
March 2017 - May 2018 · 1 yr 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.