Keyes, Stange & Wooten Wealth Management, LLC logo

Keyes, Stange & Wooten Wealth Management, LLC

Updated today

Total assets under management

$400,113,566

Total clients

383

28% high-net worth

Total advisors

8

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

48

Average account size

$1,044,683

About

Keyes, Stange & Wooten Wealth Management serves trustees and other fiduciaries of ERISA-covered retirement plans as well as individual clients, trusts, estates and business entities. For plan clients the firm provides nondiscretionary advisory services including TPA selection, plan design, participant enrollment and education, investment line-up analysis, monitoring criteria development, and recommendations limited to mutual funds, ETFs and annuity subaccounts.

When advising plans the firm conducts due diligence on fund and annuity options, uses sponsor-provided information and outside research to evaluate investment choices, and provides ongoing monitoring and non-discretionary recommendations while stopping short of giving participant-specific investment advice. For individual clients the firm offers portfolio management and financial planning on both discretionary and non-discretionary bases, with periodic account reviews and standard risk disclosures about market and product-specific risks.

What is distinctive about the firm is its shared ownership with an affiliated CPA practice, Keyes, Stange & Wooten CPA Firm, LLC, and the fact that certain members are registered representatives of a broker‑dealer and hold insurance licenses—relationships the brochure notes can create conflicts of interest that are managed through monitoring and disclosure. The firm operates as an eight-advisor team managing roughly $400 million in client assets and, at times, serves in trustee or other fiduciary roles for clients, combining tax, accounting and advisory capabilities that are less common among similar team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities

Occupation focus

Retired

Fee options

Percentage

Maximum annual advisory fee is 1.00%

Main office location

Keyes, Stange & Wooten Wealth Management, LLC

1825 Business Park Blvd., Suite E

Daytona Beach FL 32114, United States

Number of offices

2

Most active in

California · Florida · Pennsylvania · Texas

Disclosures

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

Business activities & affiliations

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")