Rory Carney is a registered investment advisor at Hygge Advisors, LLC, based in St. Petersburg, FL, with 11 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 47 clients with $23M 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.05% |
Fees are negotiable. For digital assets, the total advisory fee is 1.75%, with Hygge Advisors receiving 0.75% and Betterment receiving 1.00%.
Fee Estimator
Location
360 Central Ave, Suite 800, St. Petersburg, FL, 33701
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Rory works as an independent consultant for physical precious metals and other alternative non-security investments like cryptocurrencies. Rory also organizes conferences and seminars on financial topics.
Employment History
Current Registrations
Hygge Advisors, LLC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations3 states
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.