FERRELL WEALTH MANAGEMENT INC.

WINTER PARK, Florida·3 registered advisors·CRD# 106245
SEC# 801-518220407-629-7008
01

Firm Overview

AUM
$546M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at FERRELL WEALTH MANAGEMENT INC.

3 registered advisors
Crystal Simmons Garner
WINTER PARK, Florida
Elaine Espy Kirchner
WINTER PARK, Florida
James William Ferrell
WINTER PARK, Florida
CFP
05

Office Locations

WINTER PARK, Florida
3 advisors

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Data sourced from SEC Form ADV filings. FERRELL WEALTH MANAGEMENT INC. (CRD# 106245) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.