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JW
JW

Joseph Webb

Envoy Advisory INC.
25 Years of Experience
Palmetto Bay, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Joseph Webb is a registered investment advisor at Envoy Advisory INC., based in Palmetto Bay, FL, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,999 clients with $610M in assets under management.

Envoy Advisory INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,999 clients
Average Client Portfolio
$308K average
Assets Under Management
$615.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.05%

Maximum annual fee for individual retirement accounts and taxable accounts is 2.05%, with basic level fees up to 0.65% and additional model program fees up to 0.45%. Fees are negotiable.

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

Location

8925 SW 148 Street, Suite 200, Palmetto Bay, FL, 33176

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a managing member of Twin Peaks, LLC and Community Empowerment Connections, LLC, and also the chairman/president/director/founder of Twin Peaks Financial Ministries. He is also a principal and independent insurance agent for Profit Planners MGA, LLC, selling various insurance products, and a principal at Black Wealth Consortium.

Employment History
Current Registrations
Envoy Advisory INC.
January 2025 - Present · 1 yr 9 mos
Harvest Investment Services, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Inspire Advisors, LLC
February 2019 - January 2025 · 5 yrs 11 mos
Inspire
February 2019 - March 2019 · 1 mo
Ifs Advisory, LLC
January 2018 - March 2019 · 1 yr 2 mos
Ifs SecuritiesBroker
September 2017 - March 2019 · 1 yr 6 mos
G. A. Repple & CompanyBroker
June 2016 - June 2017 · 1 yr
G. A. Repple & Company
June 2016 - June 2017 · 1 yr
Financial West Group
June 2014 - April 2016 · 1 yr 10 mos
Financial West GroupBroker
June 2014 - April 2016 · 1 yr 10 mos
Centaurus Financial, INC.
April 2010 - July 2014 · 4 yrs 3 mos
Centaurus Financial, INC.Broker
March 2010 - July 2014 · 4 yrs 4 mos
MML Investors Services, INC.
July 2006 - April 2010 · 3 yrs 9 mos
MML Investors Services, INC.Broker
June 2006 - April 2010 · 3 yrs 10 mos
Traders AdvantageBroker
July 2005 - April 2006 · 9 mos
G. A. Repple & CompanyBroker
January 2004 - July 2005 · 1 yr 6 mos
Summit Brokerage Services, INC.Broker
August 2002 - January 2004 · 1 yr 5 mos
United Securities Alliance, INC.Broker
June 2001 - September 2002 · 1 yr 3 mos
Wma Securities, INC.Broker
November 2000 - May 2001 · 6 mos
State Registrations1 state
FL
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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