ProVise Management Group, LLC is an independent, SEC-registered fiduciary financial planning and wealth management firm headquartered in Clearwater, Florida. Founded in 1986 by Certified Financial Planner and former CFP Board of Standards Chair Vincent Raymond ("V. Raymond") Ferrara, CFP®, and led alongside President Jon Michael Brethauer, CFP®, AIF®, CPFA, MBA, the firm serves retirees, pre-retirees, and families across Pinellas County with comprehensive retirement cash-flow modeling, tax-efficient distribution planning, and discretionary portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); FINRA BrokerCheck / IAPD Profile (V. Raymond Ferrara, CFP®); ProVise Management Group, LLC Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-32172; independent fiduciary Registered Investment Adviser headquartered in Clearwater, FL since 1986.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Founded by Executive Chair Vincent Raymond Ferrara, CFP® (CRD #206520, former Chair of the CFP Board of Standards) alongside President Jon Michael Brethauer, CFP®, AIF®, CPFA, MBA (CRD #4760552).
Factual details and direct answers about ProVise Management Group, LLC's services, licensing, and credentials.
What is the SEC registration status of ProVise Management Group, LLC in Clearwater?
ProVise Management Group, LLC is an active SEC-registered Investment Adviser operating under CRD #105375 and SEC File #801-32172, serving Clearwater and Pinellas County retirees since 1986.
Who are the Certified Financial Planner principals at ProVise Management Group?
The firm was founded by Executive Chair V. Raymond Ferrara, CFP® (CRD #206520), who previously served as Chair of the CFP Board of Standards, and is led alongside President Jon Michael Brethauer, CFP®, AIF®, CPFA, MBA (CRD #4760552).
Where is ProVise Management Group's Clearwater office located?
The firm's headquarters is located at 300 Park Place Boulevard, Suite 210, Clearwater, Florida 33759, near Gulf-to-Bay Boulevard and US Highway 19 in central Pinellas County.
Connect with complementary legal, financial, and residential providers serving seniors in Clearwater and Pinellas County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.