# Joshua Clifford

> Joshua Clifford is a fee-only financial advisor at Wealth Management in Tallahassee, Florida, who holds the CFP credential. Joshua focuses on retirement planning. Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Wealth Management
- **Based in:** Tallahassee, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $241.5M across 1,641 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7041103 (https://adviserinfo.sec.gov/individual/summary/7041103)
- **SEC registration:** Investment adviser representative in FL, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthmanagementcorp.com

## Frequently asked questions

### Is Joshua Clifford a fee-only financial advisor?

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

### How does Joshua Clifford charge for financial advice?

Joshua's firm, Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joshua Clifford based?

Joshua Clifford is based in Tallahassee, Florida.

### What does Joshua Clifford specialize in?

Joshua Clifford's specialties include retirement planning.

### What credentials does Joshua Clifford hold?

Joshua Clifford holds the CFP credential.

### Is Joshua Clifford registered with the SEC?

Yes. Joshua Clifford is registered as an investment adviser representative in FL and TX (CRD 7041103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Management manage?

Wealth Management reports $241.5M across 1,641 accounts in assets under management.

### How do I contact Joshua Clifford?

Through Joshua Clifford's website, www.wealthmanagementcorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7041103): 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://www.wealthmanagementcorp.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.