Homestead Financial Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,152,124
Clients
23
74% high-net worth
Advisors
1
of 1 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
23
TypicalAverage account size
$789,223
About
The firm provides asset management and related financial planning services to individual and high-net-worth clients, offering ongoing portfolio supervision and implementation through model portfolios. Financial planning is provided only in conjunction with asset management engagements and accounts are monitored with at least quarterly reviews.
Investment decisions are driven by a fundamental, value-oriented research process that emphasizes dividend yield and dividend growth for equities and a curated mix of higher-yield fixed income (preferreds, hybrids, high-yield bonds) combined with investment-grade bonds or ETFs to achieve target yield and risk profiles. Portfolios are tailored to each client’s objectives and risk tolerance, with rebalancing and adjustments made for market conditions, tax circumstances, legacy holdings, or other client-specific considerations.
A distinctive aspect of the firm is that its managing member is a licensed CPA and provides tax services to certain family members and related parties, an accounting affiliation that is uncommon among independent advisers; the brochure notes these tax services will not generally be offered to clients. As a newly registered, relatively small practice, the firm combines a tax-aware background with a concentrated value and income-oriented investment approach and relies on established custodial arrangements for trade execution and custody.
Client services
Portfolio management
Expertise
Active portfolio management
Income planning
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiated Fee
Main office location
Homestead Financial Partners
Tampa FL, United States
Number of offices
1
Most active in
Homestead Financial Partners has reported serving >5 clients in these states in the last 12 months.
Florida
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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