Advus Financial Partners, LLC

Retirement Planning Firm in Lake County, FL

Firm Info
Address: 1525 International Pkwy Suite 2071, Lake Mary, FL 32746, USA
Phone: (407) 585-1160

Firm Size
Assets Under Management: $4.4 billion
# of Advisors: 7
# of Clients: 743
Client to Advisor Ratio: 106:1
Average Account Size: $5.9 million
# 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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

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

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Advus Financial Partners, LLC Overview

Advus Financial Partners, LLC is a fee-only investment advisory firm that is dedicated to providing top-notch investment advice to its clients. The firm is headquartered in Lake Mary, Florida, and has been in business since 2021. As a registered investment advisory firm, Advus provides investment advice only and their goal is to provide their clients with the best possible financial planning and portfolio management. Advus Financial Partners, LLC provides a range of services to individuals, small businesses, and institutional clients. They offer portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. They also offer pension consulting services, where they help clients make informed decisions about their retirement plans. In addition to these services, they also offer the selection of other advisors. At Advus Financial Partners, LLC, their services go beyond the ones listed above. They also offer sub-advisory services, where they work closely with other advisors and provide them with support and resources to assist with their clients' needs. The firm is dedicated to providing the best financial advice possible, and their additional services aim to support and enhance that commitment.

ADVUS FINANCIAL PARTNERS, LLC offers a comprehensive suite of financial advisory services to a diverse and discerning client base. The firm caters to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, investment advisors, and other corporate clients. Given the broad range of client needs, ADVUS has significant experience in designing customized solutions that fit each client's unique circumstances and objectives. The firm's investment approach is grounded in a deep understanding of its clients' goals, risk tolerance, and financial landscape, as well as in-depth research and analysis. ADVUS FINANCIAL PARTNERS, LLC offers a range of fee structures to ensure flexibility and transparency for its clients. Depending on the nature and extent of the engagement, clients may opt for a percentage-based fee (charged as a percentage of assets under management), hourly rates, or fixed fees (charged based on the scope of the project or service requested). ADVUS places great emphasis on aligning its fee structure with the client's objectives so that clients receive and pay for only the services they need to meet their financial goals. With a commitment to sound fiduciary principles and exceptional client service, ADVUS FINANCIAL PARTNERS, LLC remains committed to delivering value through its flexible fee structures and tailored financial advisory services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Advus Financial Partners, LLC states that the firm prefers to work with clients who have a minimum portfolio size of $1,000,000. However, the brochure also notes that under certain circumstances, Advus may reduce its preferred minimum portfolio size. Therefore, while there may be some flexibility in the investment minimum, it is clear that Advus primarily works with larger clients.

How This Office Can Help Lake County, FL Residents

Advus Financial Partners, LLC is dedicated to assisting clients in Lake County, FL with their financial planning needs. As financial experts, the firm offers a range of services that are tailored to meet the needs of individuals and businesses looking to secure their financial future. The firm provides financial planning, investment planning, retirement planning, and insurance planning services to help clients achieve their financial goals. Living in Lake County, FL, individuals may face unique financial challenges, such as planning for the cost of healthcare and long-term care, or managing investment portfolios in volatile markets. Advus Financial Partners, LLC understands these challenges and offers solutions that mitigate risks and ensure financial stability. The firm also offers its clients access to a wide range of financial planning tools and resources to help them achieve their financial objectives. Whether it's creating a budget, saving for retirement, or growing an investment portfolio, the team at Advus Financial Partners, LLC is committed to helping residents of Lake County, FL achieve financial success.

To view the Minimum Investment and Fee Schedule for Advus Financial Partners, LLC, visit their Part 2 Brochure.

Services Offered by Advus Financial Partners, LLC

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 Advus Financial Partners, LLC 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 1525 International Pkwy Suite 2071, Lake Mary, FL 32746, USA
Phone (407) 585-1160
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Advus Financial Partners, LLC is registered to service clients in the following states:

  • Connecticut
  • Florida
  • Georgia
  • Louisiana
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Rhode Island
  • Texas

Disciplinary History

Advus Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs