FL · Wesley Chapel

Fiduciary advisors in Wesley Chapel, FL

2 advisors with offices in Wesley Chapel. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Wesley Chapel

Accurate Advisory Group

Wesley Chapel, Florida

Accurate Advisory Group is a Wesley Chapel-based firm serving high-net-worth families with integrated wealth management, tax planning, and estate planning. The firm offers unbilled access to its tax and estate planning teams for clients, manages alternative investments through partnerships, and provides investment management services. Leadership includes partners Robert Leone (Chief Trust Officer), Paul O'Grady (Executive Wealth Advisor), and Gus Gotsis (CEO), along with CFO Duane Mercer.

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Capital Wise Advisory

Wesley Chapel, Florida

Retirement Planning

Capital Wise Advisory is a fee-only fiduciary registered investment advisor based in Wesley Chapel, Florida, founded by Dana Lyon, who holds an MBA and the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations. The firm specializes in retirement planning for individuals approaching or in retirement, offering services including investment management, tax planning, estate planning, insurance review, and cash flow planning. Capital Wise's process begins with a fit meeting to understand clients' circumstances and objectives, followed by development of a customized financial plan, implementation support, and ongoing monitoring.

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Financial advisors in Wesley Chapel, Florida

Advisors serving Wesley Chapel specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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