Ferrell Wealth Management Inc.

Ferrell Wealth Management Inc. (CRD# 106245) is a financial advisory firm headquartered in Winter Park, FL. They manage $314,348,721 in 1,100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $285,772
Compensation Options
  • A percentage of assets under your management
  • Commissions
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.

FL

Financial Advisors at Ferrell Wealth Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Carol B. Connor
CRD#: 3007663
1400 W Fairbanks Ave, Suite 202, Winter Park, FL 32789
96
Wealthminder
score

Carol Connor (CRD# 3007663) is an Investment Advisor Representative working at Ferrell Wealth Management Inc. in Winter Park, FL and has over 18 years of experience in the finance industry. Carol Connor 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
James W. Ferrell
CRD#: 2776651
1400 W. Fairbanks Ave, Suite 202, Winter Park, FL 32789
93
Wealthminder
score

James Ferrell (CRD# 2776651) is an Investment Advisor Representative working at Ferrell Wealth Management Inc. in Winter Park, FL and has over 20 years of experience in the finance industry.

3
Crystal S. Garner
CRD#: 4553727
1400 W. Fairbanks Ave., Suite 202, Winter Park, FL 32789
93
Wealthminder
score

Crystal Garner (CRD# 4553727) is an Investment Advisor Representative working at Ferrell Wealth Management Inc. in Winter Park, FL and has over 14 years of experience in the finance industry.

4
Jennings L. Hurt Iv
CRD#: 5740120
1400 W Fairbanks Ave, Suite 202, Winter Park, FL 32789
90
Wealthminder
score

Jennings Hurt Iv (CRD# 5740120) is an Investment Advisor Representative working at Ferrell Wealth Management Inc. in Winter Park, FL and has over 5 years of experience in the finance industry.

5
Eric M. Faber
CRD#: 5919027
1400 W Fairbanks Ave, Suite 202, Winter Park, FL 32789
88
Wealthminder
score

Eric Faber (CRD# 5919027) is an Investment Advisor Representative working at Ferrell Wealth Management Inc. in Winter Park, FL and has over 2 years of experience in the finance industry.

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