Proper Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$131,822,610
Total clients
485
46% high-net worth
Total advisors
3
of 7 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
162
Average account size
$271,799
About
Proper Wealth is a SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans. It provides discretionary investment management, financial planning, and retirement plan advisory services (including 3(21) plan services), managing approximately $132 million across three advisors and several hundred client relationships.
The firm builds customized, primarily long‑term portfolios that emphasize ETFs and diversified mutual funds while also employing individual securities and Independent Managers when appropriate; its investment process includes both fundamental and technical analysis and ongoing client contact. Proper Wealth implements accounts on a discretionary basis, offers financial planning engagements, and provides reporting and operational tools such as Black Diamond reporting with batch trading and auto‑rebalancing for larger accounts.
Proper Wealth’s structure includes several features that are less common among peers: it sponsors a wrap fee program that bundles transaction costs into its asset‑based fee, and it maintains affiliated businesses that provide insurance products and accounting/bookkeeping and consulting services (the accounting affiliate is not a CPA firm). These affiliations and the firm’s wrap program are disclosed in its brochure and noted as potential conflicts of interest, with clients able to decline affiliate referrals and required disclosures provided.
Client services
Expertise
Occupation focus
Fee options
Financial planning services charged on fixed project basis ranging from $500 to $50,000 depending on complexity.
$0+: 0.50% to 1.60% annually (range based on factors including scope, complexity, and asset size; fees may be negotiable) $0+: Up to 1.00% annually for retirement plan advisory services (negotiable)
Certain advisory persons earn separate commissions as registered representatives and insurance agents; however, Proper Wealth itself does not earn commissions.
Fee-only: Investment management fees based on assets under management; financial planning charged on fixed project-based fees up to $500 to $50,000; no performance fees.
Main office location
Proper Wealth
3233 Thomasville Road
Tallahassee FL 32308, United States
Number of offices
1
Most active in
Florida · Georgia · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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