Adam Hess
Adam Hess is a registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, with 8 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,089 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cyndeo Wealth Partners charges an annual fee for managing your investment portfolio, ranging from 0.30% to 2.00% of the portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances. Cyndeo can combine account values of family members to potentially lower the fee. If using third-party money managers, their fees are separate and in addition to Cyndeo's fees.
Location
200 Central Avenue, 23rd Floor, 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 ActivitiesSells Insurance
Adam is an investor in eReits through Fundrise LLC since 2016, requiring minimal time. He is also an independent licensed insurance agent since 2020, selling life insurance, health insurance, and annuities.
Employment History
Current Registrations
Cyndeo Wealth Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations2 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.