Ian Starkel
Starkel Wealth Advisors · Sarasota, Florida
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.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Starkel Wealth Advisors |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $14.3M across 162 accounts |
| SEC registration | Investment adviser representative in CA, FL, MO, NE, TX · CRD 6315472 |
| Exams passed | Series 63 (2014) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.starkelwealth.com |
| Profile |
How Ian's firm compares
- Starkel Wealth Advisors's average account is about $88,000, from its Form ADV (assets managed divided by 162 accounts).
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Questions about Ian
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.
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
- Starkel Wealth Advisors 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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