Overview

Headquarters
Ormond Beach, FL
Total Firm Assets
$141 million
Average High-Net-Worth Client Portfolio Size
$3.5 million

Fee Disclosure

Source: STORMS & ROWDON FINANCIAL SERVICES, INC. DISCLOSURE BROCHURE (2026-07-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $10,000,000 0.85%
$10,000,001 $15,000,000 0.65%
$15,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $92,500 0.92%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
59.38%
Number of High-Net-Worth Clients
24
Total Client Accounts
411
Discretionary Accounts
411

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
334690
  • STORMS & ROWDON FINANCIAL SERVICES, INC. DISCLOSURE BROCHURE (2026-07-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions