# Ian Starkel

> Ian Starkel is a fee-only financial advisor at Starkel Wealth Advisors in Sarasota, Florida. Ian focuses on founders (pre-exit), retirement planning and estate & legacy planning. Starkel Wealth Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Starkel Wealth Advisors
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.3M across 162 accounts
- **Specialties:** Founders (pre-exit), Retirement planning, Estate & legacy planning
- **Works with:** Founders, Retirees, Pre-retirees
- **CRD:** 6315472 (https://adviserinfo.sec.gov/individual/summary/6315472)
- **SEC registration:** Investment adviser representative in CA, FL, MO, NE, TX
- **Exams passed:** Series 63 (2014), Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.starkelwealth.com

## Frequently asked questions

### Is Ian Starkel a fee-only financial advisor?

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

### How does Ian charge for financial advice?

Ian's firm, Starkel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Ian Starkel based?

Ian Starkel is based in Sarasota, Florida.

### What does Ian specialize in?

Ian's specialties include founders (pre-exit), retirement planning and estate & legacy planning. Ian works with founders, retirees and pre-retirees.

### Is Ian Starkel registered with the SEC?

Yes. Ian Starkel is registered as an investment adviser representative in CA, FL, MO, NE and TX (CRD 6315472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Starkel Wealth Advisors manage?

Starkel Wealth Advisors reports $14.3M across 162 accounts in assets under management.

### How do I contact Ian Starkel?

Through Ian's website, www.starkelwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6315472): 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://starkelwealth.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.