Fee-only adviser · Vero Beach, FL
Professional Advisory Services Inc
Professional Advisory Services Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Vero Beach, Florida. On its latest Form ADV, filed March 27, 2026, it reports $1.3B in regulatory assets under management, 596 individual clients and 9 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 | SEC-registered |
|---|---|
| Firm CRD number | 105397 · SEC file 801-14090 |
| Office | 2770 Indian River Blvd Suite 204 Vero Beach, FL 32960 |
| Phone | (772) 778-0552 |
| Website | www.pa-services.com |
| Regulatory assets under management | $1.3B |
| Individual clients | 344 non-high-net-worth, 252 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 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 Vero Beach
- Cardea Capital Advisors, LLC $124M
- Treasure Coast Financial Planning, Inc. $241M
- Morangie Management LLC $706M
- Lulla Wealth Financial $18M
- Prosperity Path Advisers, LLC $5.5M
- Peachtree Investment Partners, LLC $336M
See all 10 fee-only advisers in Vero Beach →
Nearby
- Melbourne Beach 1 firm
- Malabar 1 firm
- Fort Pierce 1 firm
- Melbourne 8 firms
- Indialantic 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Professional Advisory Services Inc? Update this listing.