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Anna Schoor

Kingswood Wealth Advisors, LLC
18 Years of Experience
Pensacola, FL
Broker
View SEC Summary
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Anna Schoor is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Pensacola, FL, with 18 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3 W Garden St, Pensacola, FL, 32502

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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

Anna works as a registered sales associate for Eudaimonia Advisors, LLC d/b/a Brewer Wealth Management, an RIA business, since 2020. This is a full-time commitment, with most of her time spent on client services, customer relations, trading, and account servicing.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
December 2024 - Present · 1 yr 10 mos
Kingswood Capital Partners, LLC
November 2024 - Present · 1 yr 11 mos
Kingswood Capital Partners, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - October 2024 · 3 yrs 11 mos
Eudaimonia Advisors LLC
March 2020 - January 2025 · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
February 2013 - February 2020 · 7 yrs
Raymond James & Associates, INC.
February 2013 - February 2020 · 7 yrs
Morgan Keegan & Company, INC.
March 2008 - February 2013 · 4 yrs 11 mos
Morgan Keegan & Company, INC.Broker
September 2007 - February 2013 · 5 yrs 5 mos
State Registrations2 states
ALFL
AdvisorBrokerBoth

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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