Sarina Correa is a registered investment advisor at Wisdom Financial Planning, based in Tampa, FL, with 16 years of industry experience. Sarina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 174 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
1304 Desoto Ave, 101, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sarina is the owner and CEO of Shabby Divas Media, LLC, which provides social media consulting for small online businesses. She spends a few hours per week working with small business owners to refine their online marketing strategies.
Employment History
Current Registrations
Wisdom Financial Planning
Previous Registrations
Securities Service Network, LLCBroker
State Registrations2 states
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