Firm
Maritime Wealth Advisors
Sarasota, Florida
Fee-only
Maritime Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 10 employees and 1,542 individual clients, 275 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 3,581 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | maritimewealthadvisors.com |
| Phone | (781) 826-1235 |
Maritime Wealth Advisors fees
Maritime Wealth Advisors 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 | $1.2 billion |
| Individual clients | 1,267 |
| High-net-worth clients | 275 |
| Accounts managed | 3,581 |
| Employees | 10 |
| Planning clients | 0 |
| Registered with | The SEC (801-56937) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 109445 |