Southern Trust Financial Planning

Southern Trust Financial Planning (CRD# 131377) is a financial advisory firm headquartered in Sarasota, FL. They manage $92,994,611 in 684 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $135,957
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, MD, NH, NY, TX

Financial Advisors at Southern Trust Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
James P. Cooper
CRD#: 4232893
1943 Morrill St, Ste 1, Sarasota, FL 34236
93
Wealthminder
score

James Cooper (CRD# 4232893) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 16 years of experience in the finance industry.

2
Paul S. Harris
CRD#: 2998471
1943 Morrill St, Ste 1, Sarasota, FL 34236
93
Wealthminder
score

Paul Harris (CRD# 2998471) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 17 years of experience in the finance industry.

3
Marc S. Wolff
CRD#: 2339538
1943 Morrill St, Ste 1, Sarasota, FL 34236
83
Wealthminder
score

Marc Wolff (CRD# 2339538) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 23 years of experience in the finance industry.

4
Mark D. Generales
CRD#: 854190
9240 Bonita Beach Rd, Ste. 2211, Bonita Springs, FL 34135
46
Wealthminder
score

Mark Generales (CRD# 854190) is an Investment Advisor Representative working at Southern Trust Financial Planning in Bonita Springs, FL and has over 21 years of experience in the finance industry.

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