Conrad Siegel Investment Advisors, Inc. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 29 employees and 395 individual clients, 170 of them high net worth.
- Its average account is about $10.0 million (assets it manages divided by its 1,218 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Naples, Florida |
|---|---|
| Website | conradsiegeladvisors.com |
| [email protected] | |
| Phone | (239) 325-1866 |
Questions about Conrad Siegel Investment Advisors, Inc.
How is Conrad Siegel Investment Advisors, Inc. paid?
Conrad Siegel Investment Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Conrad Siegel Investment Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Conrad Siegel Investment Advisors, Inc..
What is the average account at Conrad Siegel Investment Advisors, Inc.?
Conrad Siegel Investment Advisors, Inc.'s average account is about $10.0 million. That's the assets on its Form ADV divided by its 1,218 accounts.
Conrad Siegel Investment Advisors, Inc. fees
Conrad Siegel Investment Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $12.1 billion |
| Individual clients | 225 |
| High-net-worth clients | 170 |
| Accounts managed | 1,218 |
| Employees | 29 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-62505) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 123560 |