Client 1st Advisory Group

Client 1st Advisory Group (CRD# 167790) is a financial advisory firm headquartered in Clearwater, FL. They manage $190,655,552 in 762 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $250,204
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

Financial Advisors at Client 1st Advisory Group
Showing 1 - 7 of 7 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 24 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 20 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
Julie R. Talbot
CRD#: 2210508
6760 Hwy 98 West, Suite 4, Hattiesburg, MS 39402
93
Wealthminder
score

Julie Talbot (CRD# 2210508) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 25 years of experience in the finance industry.

5
Shaun P. Fedder
CRD#: 6643334
736 Beachland Avenue, Vero Beach, FL 32963
90
Wealthminder
score

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

6
Amanda S. Neuendorf
CRD#: 6608590
104 Titus Blvd, Hattiesburg, MS 39402
87
Wealthminder
score

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

7
Michelle L. Mabry
CRD#: 1987030
6760 Hwy 98 West, Suite 4, 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.