Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works as a CPA and tax accountant at AccountMaster, Inc., dedicating about half his time to this role. He also serves as board chairperson and treasurer for Washington County Gay Straight Alliance, Inc., spending a few hours per week on this activity.

Employment History
Current Registrations
Money Concepts Advisory Service
April 2025 - Present · 10 mos
Money Concepts Capital CORPBroker
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Edward Pokorski - Financial Advisor | TrueAdvisor