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CFP
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CFP

Carolyn Howard

Accurate Wealth Management, LLC
33 Years of Experience
Sarasota, FL
1 DisclosureSells Insurance
View SEC Summary
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Carolyn Howard is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Sarasota, FL, with 33 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B in assets under management.

Accurate Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,612 clients
Average Client Portfolio
$655K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5577 Broadcast Court, Sarasota, FL, 34240

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History

Regulatory History (1)
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Customer Dispute
June 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Carolyn volunteers with Soaring Spirits International, providing financial planning classes and presentations to widowed people, and serves on the board of the Lexington Philharmonic Orchestra and 100 Women. She is also a licensed insurance agent, dedicating about 10% of her time to this activity, and works full-time as an investment advisory representative at Accurate Wealth Management.

Employment History
Current Registrations
Accurate Wealth Management, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Aag Capital, INCBroker
February 2022 - August 2025 · 3 yrs 6 mos
Seacure Advisors LLC
April 2014 - September 2021 · 7 yrs 5 mos
Pegaesus Advisors
January 2012 - July 2014 · 2 yrs 6 mos
LPL Financial LLC
October 2011 - February 2014 · 2 yrs 4 mos
Pegaesus Advisors, INC.
October 2003 - December 2011 · 8 yrs 2 mos
Lexington Advisors
April 1997 - October 2003 · 6 yrs 6 mos
Brewster Securities INC.Broker
February 1997 - January 1999 · 1 yr 11 mos
Investors Capital CORP.Broker
August 1996 - February 1997 · 6 mos
Eq Financial Consultants, INC.Broker
September 1993 - August 1996 · 2 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1993 - August 1996 · 2 yrs 11 mos
State Registrations4 states
FLKYMASC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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