Joshua Clifford
Wealth Management · Tallahassee, Florida
Joshua Clifford is a fee-only financial advisor at Wealth Management in Tallahassee, Florida, who holds the CFP credential.
- $242M
- Firm assets managed
- $147,000
- Firm's average account
What Joshua focuses on
How does Joshua's firm compare?
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Wealth Management's average account is about $147,000, from its Form ADV (assets managed divided by 1,641 accounts).
Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Wealth Management |
|---|---|
| Based in | Tallahassee, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $241.5M across 1,641 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7041103 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wealthmanagementcorp.com |
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Other fee-only advisors in Tallahassee
Other advisors in Florida who focus on retirement planning
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
- Wealth Management 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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