Advisor at Money Concepts Capital Corp
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
Money Concepts Capital Corp
Location
Palm Beach Gardens, FL 33418
Credentials
Series 63, Series 65
Industry experience
22 years
$10,000 - $999,999: 1.30% annually (0.325% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $1,000,000 - $2,999,999: 1.00% annually (0.25% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $3,000,000 - $4,999,999: 0.90% annually (0.225% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $10,000,000+: 0.60% annually (0.15% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $10,000 - $49,999: 1.80% annually (0.45% quarterly) for Managed Allocation Program (Variable Annuities) $50,000 - $99,999: 1.60% annually (0.40% quarterly) for Managed Allocation Program (Variable Annuities) $100,000 - $499,999: 1.50% annually (0.375% quarterly) for Managed Allocation Program (Variable Annuities) $500,000 - $999,999: 1.25% annually (0.3125% quarterly) for Managed Allocation Program (Variable Annuities) $1,000,000+: 1.00% annually (0.25% quarterly) for Managed Allocation Program (Variable Annuities) $10,000 - $999,999: 1.30% annually (0.325% quarterly) for MAP Advisor Assisted Program $1,000,000 - $2,999,999: 1.00% annually (0.25% quarterly) for MAP Advisor Assisted Program $3,000,000 - $4,999,999: 0.90% annually (0.225% quarterly) for MAP Advisor Assisted Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) for MAP Advisor Assisted Program $10,000,000+: 0.60% annually (0.15% quarterly) for MAP Advisor Assisted Program
Commission-based compensation from sale of securities and insurance products in broker-dealer and insurance capacities
Hourly consulting fees negotiated individually, up to $450/hour
Account minimum: $10,000 (varies by program, see detailed program minimums) Minimum fee: Minimum quarterly fee of $62.50 for GPS programs; minimum quarterly fee for financial planning ranging from $250-$1,000 depending on program Fee-only: Financial planning fees negotiated individually; minimum quarterly fee $250-$1,000 depending on program
Money Concepts Capital Corp
2018 - Present (8 years)
Lpl Financial LLC
2014 - 2018 (4 years)
Banc Mutual
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Rice Lake, WI
Edward Jones
CFP®, Series 66
Rice Lake, WI
Edward Jones
Series 63, Series 65
Sarona, WI
Johnson, Marshall, Lee
Series 66
Rice Lake, WI
Independent Financial Group, LLC
Series 63
Rice Lake, WI
Independent Financial Group, LLC
Series 63, Series 66
Sarona, WI
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")