Payant Wealth Management Group

Payant Wealth Management Group (CRD# 134854) is a financial advisory firm headquartered in Sun City Center, FL. They manage $93,444,357 in 325 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $287,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, NH, PA, TX

Financial Advisors at Payant Wealth Management Group
Showing 1 - 5 of 5 top financial advisors.
1
Peter J. Farina
CRD#: 722449
1653 Sun City Center Plaza, Sun City Center, FL 33573
96
Wealthminder
score

Peter Farina (CRD# 722449) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 30 years of experience in the finance industry.

2
Julie A. Wakefield
CRD#: 5483283
1653 Sun City Center Plaza, Sun City Center, FL 33573
96
Wealthminder
score

Julie Wakefield (CRD# 5483283) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 9 years of experience in the finance industry. Julie Wakefield 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.

3
Glenn Krcmaric
CRD#: 3135646
1653 Sun City Center Plaza, Sun City Center, FL 33573
93
Wealthminder
score

Glenn Krcmaric (CRD# 3135646) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 19 years of experience in the finance industry.

4
Kim M. Tricas
CRD#: 2176809
1653 Sun City Center Plaza, Sun City Center, FL 33573
83
Wealthminder
score

Kim Tricas (CRD# 2176809) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 26 years of experience in the finance industry.

5
Thomas A. Payant
CRD#: 845353
1653 Sun City Center Plaza, Sun City Center, FL 33573
58
Wealthminder
score

Thomas Payant (CRD# 845353) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 28 years of experience in the finance industry.

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