Ruggie Wealth Management

Ruggie Wealth Management (CRD# 145595) is a financial advisory firm headquartered in Tavares, FL. They manage $328,040,126 in 1,840 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    1,840
    ACCOUNTS
  • Average Account Value
    $178,283
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AZ, CA, FL, GA, LA, MD, MN, NC, NH, OH, PA, TN

Financial Advisors at Ruggie Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Thomas H. Ruggie
CRD#: 2193305
2100 Lake Eustis Dr., Tavares, FL 32778
96
Wealthminder
score

Thomas Ruggie (CRD# 2193305) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 21 years of experience in the finance industry. Thomas Ruggie 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
Morgan A. Hatfield
CRD#: 5557384
2100 Lake Eustis Dr., Tavares, FL 32778
93
Wealthminder
score

Morgan Hatfield (CRD# 5557384) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 6 years of experience in the finance industry.

3
Audrey M. Ralicki
CRD#: 5324890
2100 Lake Eustis Dr., Tavares, FL 32778
90
Wealthminder
score

Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 4 years of experience in the finance industry.

4
Michael C. Smith
CRD#: 1845505
2100 Lake Eustis Dr., Tavares, FL 32778
90
Wealthminder
score

Michael Smith (CRD# 1845505) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 4 years of experience in the finance industry.

5
Danielle E. Miles
CRD#: 6221821
2100 Lake Eustis Dr., Tavares, FL 32778
89
Wealthminder
score

Danielle Miles (CRD# 6221821) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 2 years of experience in the finance industry.

6
Jorge A. Romero
CRD#: 5420761
2520 Burnsed Blvd,, The Villages, FL 32163
86
Wealthminder
score

Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Ruggie Wealth Management in The Villages, FL and has over 7 years of experience in the finance industry. Jorge Romero 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
Louis M. Shinaman
CRD#: 2750556
2100 Lake Eustis Dr., Tavares, FL 32778
72
Wealthminder
score

Louis Shinaman (CRD# 2750556) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 20 years of experience in the finance industry.

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