Assets Under Management
$350.1M
Number of Clients
380
Number of Advisors
7
Average Client AUM
$921K
AUM per Advisor
$50.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Keyes, Stange & Wooten Wealth Management, LLC provides fee-based nondiscretionary investment advisory services to retirement plans. Services include assisting with TPA selection, plan design, participant enrollment, general education, investment reviews, and monitoring criteria development. The firm also provides portfolio management and financial planning to individual clients.
1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114