Prestige Advisors Inc.

Updated today

Find your advisor

Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

—

About

Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting rather than portfolio management. Its services focus on risk-management and planning solutions that review insurance coverage, entity structure, liability exposure, and opportunities for tax and estate planning.

The firm delivers personalized, hands-on engagements that rely on conversations with clients and coordination with clients’ other trusted advisors and insurance carriers, and it may provide services directly or through other advisory firms. Prestige does not manage client assets or place trades and therefore does not provide discretionary investment management or brokerage services.

Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents and may receive commissions on insurance products, a potential conflict of interest the firm identifies and addresses in disclosures and its Code of Ethics. The brochure also discloses a historical customer complaint from 2009 related to an insurance sale that was settled by a broker‑dealer, and it notes the firm may act as a sub‑advisor or receive referral compensation from other advisers.

Client services

Financial planning Portfolio management Selection of other advisers Tax planning and preparation services

Expertise

General estate planning guidance Charitable giving tax strategies

Fee options

Fixed

Financial planning and consulting fixed fees from $1,500 to $50,000 based on complexity.

Commissions

Insurance commissions received by advisory representative if client purchases insurance products from him. Not from advisory services.

Project-based

Effective hourly rate of $300/hour used to calculate fixed fees for planning services.

Other

Minimum fee: $1,500 minimum annual fee Fee-only: Fixed fees ranging from $1,500 to $50,000 for financial planning and consulting (negotiable based on complexity). Calculated on anticipated hours multiplied by $300/hour.

Main office location

Prestige Advisors Inc.

6710 Professional Parkway West, Suite 305

Sarasota FL 34240, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Real estate agent

They facilitate real estate transactions and may earn commissions.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 941-799-3300

Advisors at this firm

Mark C

CFP®, Series 63, Series 65

Sarasota, FL

Prestige Advisors Inc.

Mark Clark is a CFP® with 20 years of industry experience, currently serving at Prestige Advisors Inc. since 2022. His prior roles include positions at Legacy Financial Advisors, Inc., Wealth Planning and Design LLC, and Prestige Planning Inc. Clark is also the managing member of Prestige Planning, LLC, where he focuses primarily on fixed insurance planning. Additionally, he serves on the advisory board of the Lakewood Ranch Community Foundation, reviewing and approving grant applications for local nonprofits. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, entity structure, liability exposure, and tax and estate planning. The firm delivers personalized services primarily through client conversations and coordination with other trusted advisors and does not provide discretionary investment management or brokerage services.

General estate planning guidance Charitable giving tax strategies

Nicholas D

Series 65

Sarasota, FL

Prestige Advisors Inc.

Nicholas Duvall is a financial advisor with Prestige Advisors Inc. and holds a Series 65 designation. He has one year of industry experience with prior roles at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance, entity structure, and tax and estate planning. The firm does not manage client assets but emphasizes personalized, collaborative engagements with clients and their other advisors.

General estate planning guidance Charitable giving tax strategies

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support