THE FINANCIAL WELL, INC.

TAMPA, Florida·2 registered advisors·CRD# 112218
SEC# 801-67591813-229-2000
01

Firm Overview

AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE FINANCIAL WELL, INC.

2 registered advisors
Jed Samuel Tanzer
TAMPA, Florida
Kimberly Dianne Overman
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. THE FINANCIAL WELL, INC. (CRD# 112218) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.