# Adam Gruber

> Adam Gruber is a fee-only financial advisor at AMG Wealth Management in Land O Lakes, Florida, who holds the CFP credential. Adam charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and typically works with clients with $250,000 or more) and focuses on equity compensation, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/adam-gruber/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** AMG Wealth Management
- **Based in:** Land O Lakes, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; typically works with clients with $250,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.9M across 125 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Tech employees, Founders, Pre-retirees, Retirees
- **CRD:** 6651951 (https://adviserinfo.sec.gov/individual/summary/6651951)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.amg-wealth.com

## Frequently asked questions

### Is Adam Gruber a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and AMG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a percentage of assets and an ongoing planning fee.

### How much does Adam charge?

According to AMG Wealth Management's website, checked October 30, 2026: ongoing planning from $3,000 a year; typically works with clients with $250,000 or more.

### Where is Adam Gruber based?

Adam Gruber is based in Land O Lakes, Florida.

### What does Adam specialize in?

Adam's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and small business owners. Adam works with tech employees, founders, pre-retirees and retirees.

### What credentials does Adam Gruber hold?

Adam Gruber holds the CFP credential.

### Is Adam Gruber registered with the SEC?

Yes. Adam Gruber is registered as an investment adviser representative in FL (CRD 6651951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AMG Wealth Management manage?

AMG Wealth Management reports $22.9M across 125 accounts in assets under management.

### How do I contact Adam Gruber?

Through Adam's website, www.amg-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6651951): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://amg-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.