EE
CFP
EE
CFP

Eric Russell Ebbert

29 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
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Location

611 Druid Rd, Suite 105, Clearwater, FL, 33756

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is the President of ProVise Management Company Inc., dedicating nearly full-time hours to its management. He also serves as a Trustee for Forman School, spending minimal time on governance duties.

Employment History
Current Registrations
Provise Management Group, LLC
October 2001 - Present · 24 yrs 4 mos
Previous Registrations
NFP Advisor Services, LLC
April 2004 - December 2015 · 11 yrs 8 mos
NFP Advisor Services, LLCBroker
October 2002 - December 2015 · 13 yrs 2 mos
Intersecurities, INC.Broker
November 2000 - November 2003 · 3 yrs
Horizon Capital, INC.Broker
February 1997 - December 1997 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
June 1992 - July 1995 · 3 yrs 1 mo
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Eric Russell Ebbert - Financial Advisor | TrueAdvisor