Advisor at Storms & Rowdon Financial Services, Inc.
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Firm
Storms & Rowdon Financial Services, Inc.
Location
Ormond Beach, FL 32174
Credentials
Series 66
Industry experience
26 years
Wade Rowdon is a financial advisor at Storms & Rowdon Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Stonex Advisors Inc. and Stonex Securities Inc. Rowdon also serves as a chaplain for the Daytona Tortugas minor league baseball team. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, typically with a long-term orientation while allowing shorter-term trading for specific objectives.
Based on Storms & Rowdon Financial Services, Inc.
Based on Storms & Rowdon Financial Services, Inc.
Fixed fees negotiated based on expected hours for financial planning
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually $10,000,001 - $15,000,000: 0.65% annually $15,000,001+: Negotiable
$200 to $300 per hour
Fee-only: Investment advisory fees and financial planning fees (hourly $200-$300/hour or negotiated fixed fees)
1230 U.S. Highway 1, Ste 5
Ormond Beach, FL 32174
Florida · Texas
Storms & Rowdon Financial Services, Inc.
2025 - Present (1 year)
Stonex Advisors Inc.
2016 - 2025 (9 years)
Stonex Securities Inc.
2015 - 2025 (10 years)
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Is not 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.
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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