Advisor at Accurate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Accurate Wealth Management, LLC
Location
Wesley Chapel, FL 33544
Credentials
Series 63, Series 65
Industry experience
36 years
Kenneth Mcguire is a financial advisor at Accurate Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including AAG Capital, Inc. and Strategic Tax Advisor Resources, Inc. Since 2005, he has owned McGuire Financial Services, Inc., where he is involved in insurance sales and client consulting. McGuire also serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of instruments through both in-house management and third-party subadvisers.
Based on Accurate Wealth Management, LLC
Based on Accurate Wealth Management, LLC
Fixed fees range between $1,000 and $100,000 for financial planning
up to 2.50% annually
$250 per hour for financial planning
20% performance fee annually in arrears on a high-water mark basis for qualified clients
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
Florida · Massachusetts · Texas
Accurate Wealth Management
2024 - Present (2 years)
AAG Capital, Inc.
2022 - Present (4 years)
Strategic Tax Advisor Resources, Inc.
2011 - 2021 (10 years)
Global Financial Private Capital, Llc
2010 - 2018 (8 years)
Mcguire Financial Services, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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