Firm
Proxy Wealth
Windermere, Florida
Fee-only
Proxy Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 11 advisors are listed here.
- Its Form ADV reports 25 employees and 605 individual clients, 10 of them high net worth.
- Its average account is about $136,000 (assets it manages divided by its 614 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Windermere, Florida |
|---|---|
| Website | proxywealth.com |
| Phone | (646) 289-5075 |
Proxy Wealth fees
Proxy Wealth 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 | $83 million |
| Individual clients | 595 |
| High-net-worth clients | 10 |
| Accounts managed | 614 |
| Employees | 25 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-128321) |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 298080 |