I
Investors Choice
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm offers insurance-based financial services to individual clients, focusing on index annuities, life insurance and related insurance products, and it also provides separate financial planning and one‑time consulting services. Its brochure discloses that compensation for its primary business is paid by insurance companies rather than collected as ongoing asset-based adviser fees.
Investment activity is carried out through insurance company platforms and products, with account access and annual reporting provided via those insurance custodians. The firm does not take custody of client assets or manage discretionary securities accounts and emphasizes aligning clients’ risk tolerance with long‑term investment goals.
Notable differences from many investment-manager peers include its role as a licensed insurance producer and its reliance on insurer-paid compensation instead of percentage-of-assets-under-management fees. The firm also discloses that it may undertake client‑paid consulting on private placements (including energy-related deals), a service approach that is less common among managers focused on pooled or institutional mandates.
Client services
Financial planning
Insurance & annuities
Expertise
Annuities
Life insurance needs analysis
Long-term care insurance
Fee options
Compensation paid by insurance companies for insurance product sales; consulting fee up to 7% of private placement investment amount
Financial planning services at $250 per hour
Fee-only: Financial planning services at $250 per hour
Main office location
Investors Choice
Tampa FL, United States
Number of offices
1
Most active in
Investors Choice has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")