Advus Financial Partners, LLC

Overview

Advus Financial Partners, LLC is an SEC registered investment adviser based in Winter Park, FL, registered since 2021. It reports $4B in assets under management across 1,329 accounts, with 16 employees. It has 11 investment adviser representatives.

Reported AUM

$4B

Discretionary

96%

Accounts

1,329

Average account

$3M

Employees

16

Advisory reps

11

Registered since

2021

Jurisdictions

11

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Stacy Graves Fleming Chief Compliance Officer CRD 5782272
• Mark Lamoriello Manager, Member CRD 2106993
• Christopher James Bell Secretary CRD 4660625

Advisory reps 3 of 11

• Hayden T Clem Investment Adviser Rep CRD 7893348
• James Daniel Gay Insurance Agent · Investment Adviser Rep CRD 5097626
• Omar Jesus Guevara Investment Adviser Rep CRD 7498314

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

631 W Morse Blvd Ste 115
Winter Park, FL 32789

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: wellness.fiscalfitness.com

Every state, with registration dates

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