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Craft Wealth Services

Updated today

Client assets under management

$118,741,675

Clients

222

15% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

32

Very Low

Average account size

$534,872

About

Craft Wealth Services provides discretionary portfolio management and written financial planning to individual and high‑net‑worth clients. The firm reports approximately $120.8 million in assets under management and works with roughly 222 clients, offering both ongoing asset management and standalone financial plans.

Investment decisions are guided by a value‑investing, long‑term orientation with tactical asset allocation and the use of options strategies at varying complexity levels to implement client mandates. The firm tailors management to each client’s financial situation and risk tolerance and documents investor profiles and restrictions through questionnaires and annual reviews.

Compared with many similar‑sized teams, Craft Wealth Services operates multiple offices and is licensed and registered to sell insurance products as an agency in several states, with supervised persons able to recommend and implement insurance solutions. It also uses options and performance‑based compensation arrangements for qualified clients in connection with advanced stock and options strategies, and retains custodial relationships with multiple institutional custodians.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $500,000: Up to 1.10% $500,001 - $1,000,000: Up to 0.90% $1,000,001 - $2,000,000: Up to 0.80% $2,000,001+: Up to 0.60%

Commissions

Insurance commissions from sale of insurance products by licensed agents

Performance-based

20% of any gains in the client account for the quarter for advanced stock and options strategies

Other

Fee-only: Fixed fee for financial planning services ranging from $500 to $2,500

Main office location

Craft Wealth Services

1902 West Kennedy Boulevard, Unit 4

Tampa FL 33606, United States

Number of offices

6

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Kentucky · Louisiana · Maryland · Michigan · Ohio · Tennessee · Texas · Virginia · West Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas B

Series 65

Naugatuck, CT

Craft Wealth Services

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

William H

Series 63, Series 65

Tampa, FL

Craft Wealth Services

William Hennum is a financial advisor at Craft Wealth Services in Tampa, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Maxim Healthcare. Outside of his advisory role, he serves as Operations Manager for Dr. Cannabus/KEB Enterprises, LLC, overseeing event operations. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients, managing approximately $92 million in assets across a six-advisor team. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering tailored financial planning and discretionary portfolio management.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

Evan C

Series 63, Series 65

Tampa, FL

Craft Wealth Services

Evan Chiarenzelli is a financial advisor with Craft Wealth Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc. and Purshe Kaplan Sterling Investments, Inc., as well as concurrent work as an insurance agent. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

Nishann L

Series 66

Mt Juliet, TN

Craft Wealth Services

Nishann La Nata is a financial advisor at Craft Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Planning and related entities. Outside of his advisory role, he is a partner in Lebanon Sisterhood, a women's event management organization involved in event planning and social media administration. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental and technical analysis, offering tailored advice and discretionary management through a six-advisor team.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

Michael M

Series 66

Nashville, TN

Craft Wealth Services

Michael Manna is a financial advisor at Craft Wealth Services in Nashville, TN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, Cushman & Wakefield, and General Electric Aviation. Outside of advising, he owns MJM Consulting Inc., a tax and accounting consulting business. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that combines fundamental and technical analysis, offering discretionary management and allowing clients to impose reasonable investment restrictions.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

Jeff D

CFP®, Series 63, Series 65

Herndon, VA

Craft Wealth Services

Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
user avatar

William H

Series 66

Clarkston, MI

Craft Wealth Services

William Hallmann is a financial advisor at Craft Wealth Services with 18 years of industry experience and holds a Series 66 designation. He has previously worked at firms including LPL Financial and operated his own advisory and CPA practices. Outside of his advisory role, Hallmann is the owner and president of a CPA firm specializing in tax preparation and accounting. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented investment approach combining fundamental and technical analysis, offering discretionary management and tailored advice through a six-advisor team.

Retirement income strategy Social Security optimization Medicare planning Options & derivatives strategies College savings (529s, UTMA, etc.)
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