user avatar

Brandon Cromer

Advisor at Accurate Wealth Management, LLC

Updated today
Accurate Wealth Management, LLC logo

Firm

Accurate Wealth Management, LLC

Location

Wesley Chapel, FL 33544

Credentials

Series 63, Series 65

Industry experience

19 years

Fee options

Fixed

Fixed fees for financial planning range between $1,000 and $100,000, depending on complexity

Project-based

$250 per hour for financial planning services

Performance-based

20% performance fee annually in arrears on a high-water mark basis for certain strategies

Work history

AAG Capital, Inc

2025 - Present (1 year)

Accurate Wealth Management

2025 - Present (1 year)

Ashton Thomas Securities, LLC

2024 - 2025 (1 year)

Ashton Thomas Private Wealth

2022 - 2025 (3 years)

M. S. HOWELLS & cO.

2022 - 2024 (2 years)

Charles Schwab Investment Management, Inc.

2020 - 2022 (2 years)

Charles Schwab & Co., Inc.

2019 - 2020 (1 year)

Rennes School of Business - Student

2018 - 2019 (1 year)

The Vanguard Group, INC

2006 - 2018 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)

Stacy M

CFP®

Lutz, FL

Bayview Financial Planning

Stacy Miller is the Founder and CEO of BayView Financial Planning. She is a Certified Financial Planner® professional (CFP®) and specializes in guiding and empowering women, widows, and military/veteran families to invest in their own future financial security through the tides of life. She is a problem solver, and helping you find peace of mind is her love language. Stacy is an accomplished speaker and writer and has been featured in The Wall Street Journal, The New York Times, and many other media outlets. She is a fee-only fiduciary and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, and the XY Planning Network (XYPN). She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University. Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay.

Military & Veterans Women Professionals Widow/Widower

Christopher S

CFP®, Series 63, Series 65

Wesley Chapel, FL

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner Women Professionals

Jimmy T

ChFC®, Series 66

Wesley Chapel, FL

Edward Jones

Wealth management General estate planning guidance Financial Professional

Brian B

CFP®, Series 66

Temple Terrace, FL

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner LGBTQIA

Casey B

Series 66

Dade City, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")