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 19 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 21 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 15 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 6 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 3 years of experience in the finance industry.

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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.