Drew Prescott
Ocean Breeze LLC · Winter Garden, Florida
Drew Prescott is a fee-only financial advisor at Ocean Breeze LLC in Winter Garden, Florida, who holds the CFP credential. Drew charges a one-time planning fee.
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Facts
| Firm | Ocean Breeze LLC |
|---|---|
| Based in | Winter Garden, Florida |
| Fee model | One-time planning fee |
| Works virtually | Yes |
| Assets under management | $34.8M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MD, NY, TX · CRD 4877660 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oceanbreezewealth.com |
How Drew's firm compares
- Ocean Breeze LLC's average account is about $386,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Drew
Is Drew Prescott a fee-only financial advisor?
Yes. Drew Prescott is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Drew's firm.
How does Drew charge for financial advice?
Drew charges a one-time planning fee.
Does Drew work with clients virtually?
Yes. Ocean Breeze LLC says on its website that it works with clients remotely.
Where is Drew Prescott based?
Drew Prescott is based in Winter Garden, Florida.
What credentials does Drew Prescott hold?
Drew Prescott holds the CFP credential.
Is Drew Prescott registered with the SEC?
Yes. Drew Prescott is registered as an investment adviser representative in FL, MD, NY and TX (CRD 4877660), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ocean Breeze LLC manage?
Ocean Breeze LLC reports $34.8M across 90 accounts in assets under management.
How do I contact Drew Prescott?
Through Drew's website, oceanbreezewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Ocean Breeze LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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