Ashcraft Wealth Advisors LLC

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Client assets under management

$3,769,270

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$81,941

About

Ashcraft Wealth Advisors is a registered, independent investment adviser that delivers discretionary portfolio management and ongoing investment advice to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm also provides financial planning and targeted advisory services such as cash-flow and retirement needs analysis, tax‑efficient distribution strategies, employee benefits planning, education planning, and periodic insurance and annuity reviews.

The firm describes a customized, bottom-up investment process built around client-specific asset allocation and diversification, using fundamental analysis supplemented with limited technical analysis and external research. Portfolios may include equities, fixed income, ETFs, mutual funds and publicly traded REITs, with an emphasis on long-term positioning, low turnover, and holding bonds to maturity where appropriate.

What distinguishes the firm from many peers is its affiliation with a related CPA practice and the principal’s CPA credential, which the brochure notes can support integrated tax and accounting considerations and overlap in client relationships. The firm also identifies itself as fee-only, occasionally transacts in insurance and annuity products, and typically recommends a custodian that provides institutional trading and custody services.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General estate planning guidance Annuities Cash flow / budgeting

Fee options

Fixed

Fixed fees ranging from $200 to $2,000 for consulting services.

Percentage

$0 - $1,500,000: 1.50% - 5.00% $1,500,001 - $2,500,000: 1.25% - 4.75% $2,500,001 - $3,500,000: 1.10% - 4.60% Over $3.5 million+: 0.75% - 4.25%

Project-based

Up to $200 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Fees charged as a percentage of assets under management per tier; fee-only advisor with no commissions.

Main office location

Ashcraft Wealth Advisors LLC

Auburndale FL, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

863-409-8771

Advisors at this firm

Kevin A

Series 65

Auburndale, FL

Ashcraft Wealth Advisors LLC

Kevin Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has prior experience with several consulting and analytics firms, including LogicDudes, LLC and Ventera Consulting. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on asset allocation and diversification, with an emphasis on long-term positioning and tax-efficient strategies.

Retirement income strategy General estate planning guidance Annuities Cash flow / budgeting

Paul A

Series 65

Auburndale, FL

Ashcraft Wealth Advisors LLC

Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.

Retirement income strategy General estate planning guidance Annuities Cash flow / budgeting

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