CNBC Names Warren Averett Asset Management A Top 25 Fee-Only Wealth Management Firm

Written on May 27, 2014

Warren Averett Asset Management, LLC is ranked as one of the Top 25 Fee-Only Wealth Management Firms in the country, according to CNBC’s inaugural list. The CNBC Digital team recognized Warren Averett Asset Management as the 24th firm among the Top 100 Fee-Only Firms in the nation. CNBC.com is the No. 1 non-portal Business/Finance news website among affluents. View the full article here.

“We strive to provide proactive, personal service by listening and fully comprehending our clients’ financial goals,” said Josh Reidinger, President of Warren Averett Asset Management. “I’m excited that CNBC recognizes fee-only firms with comprehensive and collaborative services, not based on selling products, but helping our clients thrive and achieve their financial goals.”

The CNBC Digital editorial team, along with Meridian-IQ, created the following ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores were weighted according to a proprietary formula to arrive at a final total rank. Criteria included assets under management, staff with professional designations such as a CFP or CFA, working with third-party professionals such as attorneys or CPAs, average account size, client segmentation, growth of assets, years in business, number of advisory clients and providing advice on insurance solutions.

About Warren Averett Asset Management, LLC

Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management advises on assets in excess of $1.7 billion and is an independent Registered Investment Advisor (RIA). Warren Averett Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team of 30-plus professionals who hold many of the industry’s most prestigious credentials. Learn more at www.WAasset.com.

Back to Resources
Top