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| Wealth Pro Advisors Inc
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| CRD # | 169266 |
| SEC # | 801-117862 |
| CIK # | |
| AUM | 317.5 M (2026-03-19) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-907-2203 |
| Address | 2381 Fruitville Road Sarasota, FL 34237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/19/2026) [Brochure] |
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Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your account and
is set forth in the following annual fee schedule:
Annual Fee Schedule
Assets Under Management Annual Fee
Assets less than $2,000,000 1.25
2,000,001 to $4,000,000 1.10
4,000,001 to $5,000,000 0.95
5,000,001 to 10,000,000 0.85
10,000,001 and above negotiable
* Our minimum account size is $100,000 and may be waived at our sole discretion.
Our annual portfolio management fee is billed and payable, quarterly in advance, based on the
balance at end of billing period.
If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the quarter for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.
At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.
We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.
We encourage you to reconcile the statement(s) you receive from the qualified custodian. If you find
any inconsistent information with the statement(s) you receive from the qualified custodian call our
main office number located on the cover page of this brochure.
You may terminate the portfolio management agreement upon written notice. You will incur a pro rata
charge for services rendered prior to the termination of the portfolio management agreement, which
means you will incur advisory fees only in proportion to the number of days in the quarter for which you
are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated
refund of those fees. The annual fee shall be prorated and applied to each deposit made in the
account during the quarter. The fee will be reduced pro rata for each withdrawal from the account
during the quarter. Fee adjustments for deposits and withdrawals, when applicable, will be made after
the quarter in which the deposit or withdrawal occurred, as necessary, and will generally be included
on the following quarter's billing statement. No increase in the annual fee shall be effective without
prior written notification to the Client.
Financial Planning Services
We charge a fixed fee for financial planning services, which generally ranges between $500 -
$1,500. The first half of the estimated fee is due in advance of services rendered with the remaining
balance payable upon completion of the contracted services. The fee is negotiable depending upon the
complexity and scope of the plan, your financial situation, and your objectives. Should the engagement
last longer than six months between acceptance of financial planning agreement and delivery of the
financial plan, any prepaid unearned fees will be promptly returned to you less a pro rata charge for
bona fide financial planning services rendered to date.
We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the
scope and complexity of the plan, your situation, and your financial objectives. An estimate of the total
time/cost will be determined at the start of the advisory relationship. In limited circumstances, the
cost/time could potentially exceed the initial estimate. In such cases, we will notify you and request that
you approve the additional fee.
We also offer advice on single subject financial planning/general consulting services at the same
hourly rate.
We require that you pay 50% of the fee in advance and the remaining portion upon the completion of
the services rendered.
We will not require prepayment of a fee more than six months in advance and in excess of $1,200.
At our discretion, we may offset our financial planning fees to the extent you implement the financial
plan through our Portfolio Management Service.
You may terminate the financial planning agreement upon written notice to our firm. If you have pre-
paid financial planning fees that we have not yet earned, you will receive a prorated refund of those
fees. If financial planning fees are payable in arrears, you will be responsible for a prorated fee based
on services performed prior to termination of the financial planning agreement.
Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/19/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals and/or small businesses, and for businesses other than small businesses. In general, we require a minimum of $100,000 to open and maintain a portfolio management account. At our discretion, we may waive this minimum account size. For example, we may waive the minimum if you appear to have significant potential for increasing your assets under our management. We may also combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts to meet the stated minimum. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 111.8 |
| (b) Individuals (high net worth individuals) | 132 | 205.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 407 | 317.5 |
| By Discretionary | ||
| Discretionary | 325 | 262.5 |
| Non-Discretionary | 82 | 54.9 |
| Total | 407 | 317.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.5 | |
| Total | 407 | 317.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carlson Financial Inc
✚
|
OR | 318.0 M |
|
Linda S Lubitz CFP PA
✚
|
FL | 317.8 M |
|
Family Wealth Planning Partners LLC
✚
|
KY | 317.4 M |
|
BCA Private Wealth Inc
✚
|
SC | 317.3 M |
|
Bison Creek Wealth Management LLC
✚
|
317.3 M | |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 317.2 M |
|
Vistamark Investments LLC
✚
|
IL | 317.2 M |
|
Mendel Money Management Inc
✚
|
IL | 317.1 M |
|
Blue Barn Wealth LLC
✚
|
UT | 317.1 M |
|
Swisher Financial Concepts Inc
✚
|
OH | 317.0 M |