Susko Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,910,948
Clients
125
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$415,288
About
Susko Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include portfolio construction using individual stocks, ETFs, mutual funds and bonds, retirement-account advice, and written financial plans or consultations.
The firm generally follows a long-term investment approach informed by both fundamental and technical analysis, while retaining flexibility to rebalance or trade shorter-term as needed to meet client objectives. Accounts are monitored on a continuous basis with formal reviews at least annually, and advisory fees are billed as a percentage of assets in advance on a quarterly basis with trades implemented through the client’s chosen custodian.
A distinctive feature disclosed in the brochure is that the firm’s principal holds both CPA and CFP® credentials and the firm offers separate, fee-based tax-preparation services — an arrangement the brochure notes can create potential conflicts of interest and is offered independently of investment advisory services. The firm also describes an institutional relationship with a national custodian that provides software and support to the advisor, creating economic benefits to the firm that may influence its custodian recommendation.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Up to 1.00% annually, negotiable based on factors such as scope, complexity, asset level, and relationship
Account minimum: $3,000
Main office location
Susko Wealth Advisors
4850 Tamiami Trail North, Suite 301
Naples FL 34103, United States
Number of offices
1
Most active in
Susko Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
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