Supporting Your Choices Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,284,115
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
60% 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
25
TypicalAverage account size
$1,611,365
About
Supporting Your Choices Inc. works primarily with individual and couple clients on a fee-only basis, providing comprehensive financial planning, investment management, and tax preparation/accounting services. The firm currently limits new engagements to individuals and couples and is not accepting new clients; it manages roughly $46.5 million for about 24–25 clients on a non‑discretionary basis.
Its investment approach emphasizes strategic asset allocation using a core-and-satellite model—passive index funds and ETFs comprise the core while selectively adding active funds—and portfolios are globally diversified and often documented in investment policy statements. Trading is non-discretionary: the firm recommends trades under a limited power of attorney but requires client approval for execution, and client assets are held at third‑party custodians with the firm retaining limited custody only to deduct agreed fees.
Distinctive features include the firm’s provision of educational seminars and workshops as part of its practice, an offering that is uncommon among peers, and its deliberate use of flat annual retainers, project fees, or hourly billing rather than percentage‑of‑assets‑under‑management fees. The firm also integrates tax preparation into some retainer arrangements, sets aside time to serve young adults and middle‑income households, and operates as a single‑advisor practice managing multi‑million dollar assets—an operational profile that differs from many similarly categorized firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Demographic focus
Mid-Career Professionals
Fee options
Project fees for financial planning range from $750 to $10,000; $500 deposit required; flat fee retainers start at $3,000 annually for individuals and $4,000 for couples
$250 per hour for advisor; $95 per hour for staff
Minimum fee: Minimum annual fee of $3,000 for individuals and $4,000 for couples under flat fee retainer agreements Fee-only: Flat fee retainer starting at $3,000 annually for individuals and $4,000 for couples; hourly fees of $250/hour for advisor and $95/hour for staff; project fees range from $750 to $10,000
Main office location
Supporting Your Choices Inc.
Havana FL, United States
Number of offices
1
Most active in
Supporting Your Choices Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Texas
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 not active or affiliated with:
-
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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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.
Forms ADV
Quick links
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