Advisor at BayTrust 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
BayTrust Wealth Management, LLC
Location
Tampa, FL 33613
Credentials
Series 65
Industry experience
1 year
Nolan Hudi is a financial advisor at BayTrust Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Drew Capital Management, as well as held academic positions at the University of South Florida and Texas Christian University. Outside of investment advising, he is also a licensed insurance agent specializing in fixed annuities and life insurance. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, employing a range of investment vehicles including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.
Based on BayTrust Wealth Management, LLC
Based on BayTrust Wealth Management, LLC
Fixed fees for standalone financial planning services typically range from $1,000 to $25,000
$250 per hour for financial planning services
Fee-only: Fixed fees for financial planning typically range from $1,000 to $25,000 (negotiable)
15316 N Florida Ave
Tampa, FL 33613
Florida
BayTrust Wealth Management, LLC
2026 - Present (1 year)
Advisory Services Network, LLC
2024 - 2025 (1 year)
Drew Capital Management
2023 - Present (3 years)
University of South Florida
2021 - 2023 (2 years)
Texas Christian University
2019 - 2021 (2 years)
Not Employed
2014 - 2019 (5 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 65
Wesley Chapel, FL
Capital Wise Advisory
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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