Client 1st Advisory Group

Client 1st Advisory Group (CRD# 167790) is a financial advisory firm headquartered in Clearwater, FL. They manage $210,974,566 in 629 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    629
    ACCOUNTS
  • Average Account Value
    $335,413
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, FL, LA, MS, NH, TN, TX

Financial Advisors at Client 1st Advisory Group
Showing 1 - 8 of 8 top financial advisors.
1
Craig S. Phillips
CRD#: 2066182
611 Druid Road E., Suite 707, Clearwater, FL 33756
96
Wealthminder
score

Craig Phillips (CRD# 2066182) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 25 years of experience in the finance industry. Craig Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrea D. Mears
CRD#: 2843116
1401 Highway A1a, Suite 207, Vero Beach, FL 32963
93
Wealthminder
score

Andrea Mears (CRD# 2843116) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 21 years of experience in the finance industry.

3
Herbert A. Pontzer
CRD#: 1586982
611 Druid Road E., Suite 707, Clearwater, FL 33756
93
Wealthminder
score

Herbert Pontzer (CRD# 1586982) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 22 years of experience in the finance industry.

4
David G. Stieh
CRD#: 4151253
611 Druid Road E., Suite 707, Clearwater, FL 33756
93
Wealthminder
score

David Stieh (CRD# 4151253) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 18 years of experience in the finance industry.

5
Shaun P. Fedder
CRD#: 6643334
736 Beachland Boulevard, Vero Beach, FL 32963
88
Wealthminder
score

Shaun Fedder (CRD# 6643334) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 2 years of experience in the finance industry.

6
Amanda S. Neuendorf
CRD#: 6608590
104 Titus Blvd, Hattiesburg, MS 39402
88
Wealthminder
score

Amanda Neuendorf (CRD# 6608590) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 2 years of experience in the finance industry.

7
Morgan E. Mabry
CRD#: 5758571
611 Druid Road E., Suite 707, Clearwater, FL 33756
87
Wealthminder
score

Morgan Mabry (CRD# 5758571) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has 1 year of experience in the finance industry.

8
Michelle L. Mabry
CRD#: 1987030
104 Titus Boulevard, Hattiesburg, MS 39402
86
Wealthminder
score

Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 28 years of experience in the finance industry. Michelle Mabry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.