Duane Eatherly
Sunrise Wealth Management · Riverview, Florida
Duane Eatherly is a fee-only financial advisor at Sunrise Wealth Management in Riverview, Florida, who holds the CFA credential. Sunrise Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sunrise Wealth Management |
|---|---|
| Based in | Riverview, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.6M across 20 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 2837702 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Duane's firm compares
- Sunrise Wealth Management's average account is about $481,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Duane
Is Duane Eatherly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Duane holds no broker registration, and Sunrise Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Duane charge for financial advice?
Duane's firm, Sunrise Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Duane Eatherly based?
Duane Eatherly is based in Riverview, Florida.
What credentials does Duane Eatherly hold?
Duane Eatherly holds the CFA credential.
Is Duane Eatherly registered with the SEC?
Yes. Duane Eatherly is registered as an investment adviser representative in FL (CRD 2837702), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunrise Wealth Management manage?
Sunrise Wealth Management reports $9.6M across 20 accounts in assets under management.
How do I contact Duane Eatherly?
Contact details aren't on file yet. Search for Sunrise Wealth Management.
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
- 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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