Provise Management Group, LLC

Provise Management Group, LLC (CRD# 105375) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,260,637,357 in 3,147 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,261
    MILLION
  • Total Number of Accounts
    3,147
    ACCOUNTS
  • Average Account Value
    $400,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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.

CA, CO, CT, FL, GA, HI, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Provise Management Group, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Kimberly L. Adams-Dipiero
CRD#: 2578181
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Kimberly Adams-Dipiero (CRD# 2578181) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 17 years of experience in the finance industry.

2
Steve Athanassie
CRD#: 1329148
5328 Trouble Creek Road, New Port Richey, FL 34652
96
Wealthminder
score

Steve Athanassie (CRD# 1329148) is an Investment Advisor Representative working at Provise Management Group, LLC in New Port Richey, FL and has over 24 years of experience in the finance industry. Steve Athanassie 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
Jon M. Brethauer
CRD#: 4760552
611 Druid Rd E. Ste 105, Clearwater, FL 33756
96
Wealthminder
score

Jon Brethauer (CRD# 4760552) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 11 years of experience in the finance industry. Jon Brethauer 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.

4
Nancy B. Croy
CRD#: 4167826
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Nancy Croy (CRD# 4167826) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 16 years of experience in the finance industry. Nancy Croy 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.

5
Eric R. Ebbert
CRD#: 2234222
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Eric Ebbert (CRD# 2234222) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 20 years of experience in the finance industry. Eric Ebbert 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.

6
Vincent R. Ferrara
CRD#: 206520
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Vincent Ferrara (CRD# 206520) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 30 years of experience in the finance industry. Vincent Ferrara 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.

7
Susan C. Washburn
CRD#: 5283315
611 Druid Rd E. Ste 105, Clearwater, FL 33756
96
Wealthminder
score

Susan Washburn (CRD# 5283315) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 11 years of experience in the finance industry. Susan Washburn 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.

8
Dorothy Campbell
CRD#: 3070812
5328 Trouble Creek Road, New Port Richey, FL 34652
93
Wealthminder
score

Dorothy Campbell (CRD# 3070812) is an Investment Advisor Representative working at Provise Management Group, LLC in New Port Richey, FL and has over 13 years of experience in the finance industry.

9
Guy A. Willis
CRD#: 4523138
2432 Flagler Ave, Key West, FL 33040
93
Wealthminder
score

Guy Willis (CRD# 4523138) is an Investment Advisor Representative working at Provise Management Group, LLC in Key West, FL and has over 17 years of experience in the finance industry.

10
Shane D. O'hara
CRD#: 6358730
611 Druid Rd., Ste. 105, Clearwater, FL 33756
92
Wealthminder
score

Shane O'hara (CRD# 6358730) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 3 years of experience in the finance industry. Shane O'hara 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.