Armada Advisors

Financial Advisor in Pensacola, FL

Firm Info
Address: 610 N Spring St, Pensacola, FL 32501, USA
Phone: (850) 332-7339

Firm Size
Assets Under Management: $155.3 million
# of Advisors: 2
# of Clients: 797
Client to Advisor Ratio: 399:1
Average Account Size: $194,868
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Armada Advisors Overview

Armada Advisors is a fee-only registered investment advisory firm headquartered in Pensacola, FL. The firm has been in business since 2021, providing investment advice only. Armada Advisors offers a variety of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and the selection of other advisors. In addition to their investment advisory services, Armada Advisors also offers real estate advisory services. This diverse range of services allows the firm to cater to a wide range of clients with varying needs and preferences, ensuring that every client receives a customized solution that meets their investment goals. As a fee-only firm, Armada Advisors prides itself on providing unbiased advice and recommendations to its clients. The firm does not receive commissions or kickbacks from recommending certain investments or products, ensuring that their advice is always in the best interest of the client. Overall, Armada Advisors is a trusted and experienced investment advisory firm that provides a wide range of services to help clients achieve their investment goals. With their commitment to unbiased advice and customized solutions, clients can expect to receive an exceptional level of service and support from this reputable firm.

ARMADA ADVISORS is a financial advisory firm that caters to a wide range of clients. They serve individuals, high net worth individuals, charitable organizations, and various other corporation types not listed. ARMADA ADVISORS also attends to other types of clients that may require their expertise in wealth management, investment strategies, and financial planning. Their diverse client portfolio reflects their commitment to catering to all clients that need their exceptional services. ARMADA ADVISORS offers a range of fee structures to accommodate the specific needs of their clients. These structures vary depending on the service provided. Clients have the option of paying a percentage of assets under management (AUM), hourly fees, or fixed fees. The percentage of AUM is a commonly used fee structure in wealth management, where clients pay a percentage of their total investment portfolio to their financial advisor. Hourly fees are charged for specific consultations or services provided, while fixed fees are a one-time charge for a single or bundled set of services provided. ARMADA ADVISORS values transparency in their fee structure, ensuring that clients understand the fee structures they opt for, and any associated terms and costs.

Typical Clients, Fee Structures & Investment Minimum

Armada Advisors has a minimum account size of $100,000, as stated in their Part 2 Brochure note about investment minimums. However, they do mention that this minimum may be waived under certain circumstances such as asset type, pre-existing relationships, portfolio simplicity, or account aggregation.

How This Office Can Help Pensacola, FL Residents

Armada Advisors is a financial advisory firm that serves clients in Pensacola, Florida. The firm provides a range of financial planning services aimed at helping clients establish sound financial strategies and achieve their long-term financial goals. Whether it's developing a retirement savings plan, creating a college savings plan for children, or managing investments, Armada Advisors is equipped with the knowledge and expertise to help navigate any financial situation clients may face. Pensacola residents may be facing a variety of financial challenges, such as planning for retirement, navigating tax laws, managing debt, or preparing for unexpected events such as emergencies, job losses, or illnesses. Armada Advisors offers personalized financial planning services that address these challenges. They work closely with clients to understand their unique financial situation and goals, and develop customized financial plans based on their individual needs. With Armada Advisors, Pensacola residents can have the peace of mind in knowing that they have a trusted partner to help them build a secure financial future.

To view the Minimum Investment and Fee Schedule for Armada Advisors, visit their Part 2 Brochure.

Services Offered by Armada Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Armada Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 610 N Spring St, Pensacola, FL 32501, USA
Phone (850) 332-7339
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Armada Advisors is registered to service clients in the following states:

  • Alabama
  • Florida
  • Louisiana
  • Texas
  • Virginia

Disciplinary History

Armada Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs