Fee-only adviser · Orlando, FL
Eminence Wealth Management Inc.
Eminence Wealth Management Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Orlando, Florida. On its latest Form ADV, filed August 26, 2026, it reports $35M in regulatory assets under management, 251 individual clients and 3 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 | 319111 |
| Office | 6052 Turkey Lake RD Ste. 200 Orlando, FL 32819 |
| Phone | (407) 572-8244 |
| Website | eminencewm.com |
| Regulatory assets under management | $35M |
| Individual clients | 181 non-high-net-worth, 70 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 26, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Orlando
- Moisand Fitzgerald Tamayo, LLC $1.4B
- Callahan Wealth Advisory $372M
- LDN Wealth, LLC Not reported
- American Harbour Wealth Management, LLC $95M
- Jake Carris Financial Planning $110M
- Wisdom Planning Group $113M
See all 21 fee-only advisers in Orlando →
Nearby
- Winter Park 18 firms
- Maitland 5 firms
- Altamonte Springs, 1 firm
- Casselberry 1 firm
- Windermere 2 firms
- Longwood 4 firms
- Oviedo 1 firm
- Winter Garden 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Eminence Wealth Management Inc.? Update this listing.