Fee-only adviser · Stuart, FL
Ralicki Wealth Management & Trust Services
Ralicki Wealth Management & Trust Services is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Stuart, Florida. On its latest Form ADV, filed March 6, 2026, it reports $129M in regulatory assets under management, 98 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 | SEC-registered |
|---|---|
| Firm CRD number | 141192 · SEC file 801-124724 |
| Office | 1235 SE Indian Street Suite 102 Stuart, FL 34997 |
| Phone | (772) 221-4508 |
| Website | www.ralickiwm.com |
| Regulatory assets under management | $129M ($122M discretionary) |
| Individual clients | 68 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Stuart
- Huffman Financial Services Inc $20M
- W.h. Financial Services, Inc. Not reported
- Index Portfolio Advisors, LLC $13M
- Spectra Investment Management, LLC $307M
- Fogel Capital Management Inc $437M
- Integritt Wealth Management, LLC $67M
See all 9 fee-only advisers in Stuart →
Nearby
- Palm City 2 firms
- Fort Pierce 1 firm
- Jupiter 11 firms
- Palm Beach Gardens 20 firms
- North Palm Beach 4 firms
- Juno Beach 2 firms
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