Fee-only adviser · Tallahassee, FL
Wealth Management Corporation
Wealth Management Corporation is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tallahassee, Florida. On its latest Form ADV, filed March 25, 2026, it reports $242M in regulatory assets under management, 1,641 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 | 109576 · SEC file 801-118733 |
| Office | 2941 Kerry Forest Parkway Tallahassee, FL 32309 |
| Phone | (850) 894-7526 |
| Website | www.wealthmanagementcorp.com |
| Regulatory assets under management | $242M ($241M discretionary) |
| Individual clients | 1,602 non-high-net-worth, 39 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 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 Tallahassee
- Chiron Capital Management, LLC $243M
- Seven Hills Financial, LLC $281M
- Seven Mile Advisory LLC $417M
- Dougherty Financial Planning, LLC $2.5M
- Smith Bruer $238M
- Cassini Capital Management, LLC $75M
See all 7 fee-only advisers in Tallahassee →
Nearby
- Thomasville 2 firms
- Bainbridge 1 firm
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