Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Plan Fee:$2,500 - $15,000
Hourly Rate:$150 - $750/hr

ProVise's annual advisory fee is negotiable and based on a percentage of assets under management, generally ranging from 0.20% to 1.50%. The minimum quarterly fee is generally $750. For individual retail clients, the advisory fee generally includes financial planning if requested. Stand-alone financial planning fees range from $2,500 to $15,000 on a fixed fee basis, or $150 to $750 per hour. These fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

611 Druid Road East, Suite 105, Clearwater, FL, 33756

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is a retirement plan advisor for Provise Management Group, LLC, providing investment advisory services. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Provise Management Group, LLC
March 2024 - Present · 1 yr 10 mos
Kestra Investment Services, LLCBroker
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Tfb Advisors, LLC
August 2022 - March 2024 · 1 yr 7 mos
Ameritas Advisory Services, LLC
January 2022 - June 2023 · 1 yr 5 mos
Ameritas Investment Company, LLCBroker
October 2021 - February 2024 · 2 yrs 4 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan Richmond - Financial Advisor | AdvisorDiscover