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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
300 1st Avenue South, 3rd Floor, St. Petersburg, FL, 33701
Get directionsHistory
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.
Exams
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