Brian Pope
Pope Wealth Management · Lakewood Ranch, Florida
Brian Pope is a fee-only financial advisor at Pope Wealth Management in Lakewood Ranch, Florida, who holds the CFP credential. Brian focuses on retirement planning, divorce financial planning and tax planning. Pope Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | Pope Wealth Management |
|---|---|
| Based in | Lakewood Ranch, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $76.7M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5970760 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.popewm.com |
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Questions about Brian
Is Brian Pope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Pope Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Pope Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Pope based?
Brian Pope is based in Lakewood Ranch, Florida.
What does Brian specialize in?
Brian's specialties include retirement planning, divorce financial planning, tax planning and small business owners. Brian works with retirees and early-career professionals.
What credentials does Brian Pope hold?
Brian Pope holds the CFP credential.
Is Brian Pope registered with the SEC?
Yes. Brian Pope is registered as an investment adviser representative in FL (CRD 5970760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pope Wealth Management manage?
Pope Wealth Management reports $76.7M across 244 accounts in assets under management.
How do I contact Brian Pope?
Through Brian's website, www.popewm.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
- Pope 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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