Assurity Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,664,835
Clients
33
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$111,056
About
Assurity Wealth Management provides investment advisory and financial planning services primarily for individual clients, including personal trusts and estates. Its offerings include discretionary portfolio management, hourly or flat-fee financial planning and consulting, access to managed‑account programs, and the use of registered index‑linked annuities as part of some client solutions.
The firm’s investment approach is primarily long‑term and fundamental, constructing diversified portfolios from low‑cost mutual funds and ETFs while at times using individual stocks, MLP funds and bonds; technical analysis is used principally for trade timing. When clients elect managed‑account programs the firm selects and oversees unaffiliated money managers and conducts ongoing monitoring, rebalancing and risk‑management reviews.
What is distinctive for a firm of this size is its business affiliations: it operates alongside a tax preparation practice (BeeSure Tax Advisors), an affiliated insurance agency and a separate financial services entity, and representatives may recommend insurance products for which they receive commissions; clients are not required to use those affiliated services. The firm also relies on solicitor and referral arrangements with third‑party managers and annuity providers while maintaining custodial relationships that allow fee debits and limited custody, and it serves a relatively small client base with modest assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Third-party money management
Expertise
Wealth management
Fee options
Flat fees for financial planning engagements, never more than $5,000 per engagement
Under $100,000 - $100,000: 2.50% annually $101,000 - $250,000: 2.25% annually $250,001 - $1,250,000: 2.00% annually $1,250,001 - $2,500,000: 1.75% annually $2,500,001 - $4,000,000: 1.50% annually $4,000,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.75% annually
$200 per hour, negotiable
Fee-only: Hourly rate of $200 per hour (negotiable); Flat fees up to $5,000 per engagement
Main office location
Assurity Wealth Management
2429 Manatee Avenue East, Unit 1
Bradenton FL 34208, United States
Number of offices
1
Most active in
Assurity Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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