FINER WEALTH MANAGEMENT, INC.
SEC RegisteredProviding Financial Direction
About the firm
Finer Wealth Management offers personal, long-term client relationships based on trust and confidence, providing a full range of 'Personal CFO' services through their Finer Family Office™ services model. The firm assists clients with wealth management, financial planning, tax planning, and tax preparation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bookkeeping/Bill-Paying, Financial Reporting, Tax Preparation, Tax Planning, Investment Advisory, Financial Planning, Business Advisor, Life Insurance Planning, Trust & Estate Planning, College Funding Strategies, Intergenerational Wealth Transfer, Philanthropic Planning, and Business Succession
Who they serve
Urban professionals, snowbirds, full-time Florida clients, and families considering a state change
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 135 | $50M |
| High Net Worth Individuals | 78 | $243M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2,000,000 | 1.50% |
| Wealth Management - Next $3,000,000 | 1.00% |
| Wealth Management - Next $5,000,000 | 0.75% |
| Wealth Management - Above $10,000,000 | 0.60% |
| Investment Management - Below $500,000 | 1.50% |
| Investment Management - First $2,000,000 | 1.00% |
| Investment Management - Next $3,000,000 | 0.75% |
| Investment Management - Next $5,000,000 | 0.60% |
| Investment Management - Above $10,000,000 | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINER WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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