Be advised. This firm is no longer registered.

Southern Trust Financial Planning

Southern Trust Financial Planning (CRD# 131377) is a financial advisory firm headquartered in Sarasota, FL. They manage $188,618,950 in 693 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $272,177
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
  • 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, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, TX

Financial Advisors at Southern Trust Financial Planning
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.