Advisor at Amerity Wealth Management, LLC
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Firm
Amerity Wealth Management, LLC
Location
Lakeland, FL 33813
Credentials
Series 65
Industry experience
5 years
Simon Putt is a financial advisor at Amerity Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including Alexander Peter Wealth Management, Beacon Global Advisor Network, and Finsbury Associates. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, high-net-worth households, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services such as UK expatriate pension transfers.
Based on Amerity Wealth Management, LLC
Financial planning flat fees up to $1,500 for net worth under $500,000; $3,000 for $500,000 to $1,000,000; $5,000 for over $1,000,000.
$0 - $750,000: 2.10% $750,001 - $2,000,000: 1.60% $2,000,001+: 1.10%
Insurance product commissions typically range between 5% and 10% of the total purchase of the insurance product.
Up to $300 per hour for financial planning and consulting services.
4740 Cleveland Heights Boulevard, Suite 5
Lakeland, FL 33813
Texas
Alexander Peter Wealth Management
2024 - Present (2 years)
Amerity Wealth Management, LLC
2023 - Present (3 years)
Beacon Global Advisor Network
2020 - 2021 (1 year)
GWM International
2020 - 2023 (3 years)
Skybound Wealth Management USA, LLC (previously GWM-USA)
2020 - 2023 (3 years)
Finsbury Associates
2017 - 2020 (3 years)
Globaleye
2015 - 2017 (2 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.
CFA®, Series 66
Winter Haven, FL
EmeraldSpark Investments
Series 63, Series 65
Winter Haven, FL
IPLAN
CFP®, Series 63
Lakeland, FL
Henley Advisors, LLC
Series 63, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
CFP®
Lakeland, FL
James I. Black & Company
Series 65
Lakeland, FL
Hurlburt Financial
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