Fee-only adviser · Clearwater, FL
Asset Management Financial Services Inc.
Asset Management Financial Services Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Clearwater, Florida. On its latest Form ADV, filed April 28, 2026, it reports $79M in regulatory assets under management, 97 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 142396 |
| Office | 1401 S Fort Harrison Ave Clearwater, FL 33756 |
| Phone | (727) 216-8525 |
| Website | coremanagement.net |
| Regulatory assets under management | $79M |
| Individual clients | 60 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Clearwater
- Csenge Advisory Group, LLC $3.2B
- Indivisible Partners $2.1B
- Successful Portfolios LLC $282M
- Unify Financial Advisors $156M
- Noble Family Wealth $527M
- Three Oaks Partners Investment Counsel LLC $6.0M
See all 9 fee-only advisers in Clearwater →
Nearby
- Largo 1 firm
- Belleair Bluffs 1 firm
- Safety Harbor 2 firms
- Dunedin 1 firm
- Seminole 2 firms
- Palm Harbor 4 firms
- St. Petersburg 17 firms
- Tampa 43 firms
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