Adam Gruber
AMG Wealth Management · Land O Lakes, Florida
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.
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Specialties
Who they serve
- Tech employees
- Founders
- Pre-retirees
- Retirees
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 |
| Assets under management | $22.9M across 125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6651951 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.amg-wealth.com |
| Profile |
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- AMG Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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