Nautilus Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$98,510,773
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
71
44% 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
71
Very HighAverage account size
$1,387,476
About
Nautilus Wealth Advisors is a founder‑owned registered investment adviser with one primary advisor, managing approximately $107.9 million for about 71 clients. The firm provides investment management, ongoing wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and employer‑sponsored plans.
The firm typically implements tailored portfolios using model portfolios through Raymond James' Freedom account program and a combination of ETFs, mutual funds, and individual stocks and bonds, and it may engage independent managers via Raymond James Consulting Services (RJCS). Nautilus conducts periodic account reviews, accepts limited discretionary authority, allows clients to impose written investment restrictions, and offers wrap‑fee arrangements where trading is executed through the wrap sponsor; clients may also direct brokerage in writing.
A distinctive feature disclosed in the brochure is that founder Shannon T. Pitner is a licensed insurance agent who offers insurance products and receives customary commissions, which the firm identifies as a potential conflict of interest. Other notable operational characteristics include no account minimum, reliance on Raymond James platform and wrap programs for certain services, and a policy not to aggregate or block trades, which the brochure notes can affect execution and allocations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Retired
Fee options
$0 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 0.95% $10,000,000+: 0.70%
Minimum fee: Financial Planning Initial Planning Fee: $500 if assets < $500,000; $800 if assets $500,000-$1,000,000; $1,000 if assets > $1,000,000. Maximum financial planning fees collected in advance not more than $1,200 more than 6 months in advance. Fee-only: Fixed fees for financial planning starting at $500 - $1,000 based on assets.
Main office location
Nautilus Wealth Advisors
410 N. Miramar Avenue
Indialantic FL 32903, United States
Number of offices
1
Most active in
Nautilus Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire
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.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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