Firm
Orca Wealth Management
New Port Richey, Florida
Fee-only
Orca Wealth Management 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 3 employees and 406 individual clients, 221 of them high net worth.
- Its average account is about $528,000 (assets it manages divided by its 425 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | New Port Richey, Florida |
|---|---|
| Website | orcawealth.com |
| [email protected] | |
| Phone | (727) 938-1600 |
Orca Wealth Management fees
Orca Wealth Management 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 | $224 million |
| Individual clients | 185 |
| High-net-worth clients | 221 |
| Accounts managed | 425 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-119307) |
| Financial planning | Offered |
| Form ADV filed | May 11, 2026 |
| SEC record | CRD 310053 |