N
Neyrey, Rene' J.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,917,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
15
27% high-net-worth
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
15
TypicalAverage account size
$461,133
About
The firm provides fee-based portfolio management to individuals, trusts, estates, charitable organizations, business entities and pension and profit-sharing plans. It also offers qualified retirement-plan design, implementation, and administrative services for business clients and is licensed to offer life insurance and annuity products.
The advisor implements asset-allocation strategies on a discretionary basis after an initial interview and data-gathering process, and clients may impose reasonable investment restrictions and receive at least quarterly reviews and custodian statements. Portfolios typically emphasize no-load, no-transaction-fee mutual funds and exchange-traded funds held at a third-party custodian, with trade aggregation used only when appropriate.
Noteworthy for a small independent adviser, the firm explicitly serves pension and profit-sharing plan clients and provides plan consulting and administration—services that are less common among peers—and is licensed to sell insurance and annuity products, which can create potential commission conflicts when such products are recommended. With roughly $7.45 million in discretionary assets for about 15 clients and a policy of providing portfolio management only when the recommended custodian is used, the firm operates with a relatively small, specialized client base and defined custodial arrangements.
Client services
Portfolio management
Expertise
Life insurance needs analysis
Annuities
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $2,000,000: 1.00% Over $2,000,000+: 0.80%
Account minimum: $100,000
Main office location
Neyrey, Rene' J.
3000 Gulf To Bay Blvd., Suite 501
Clearwater FL 33759, United States
Number of offices
1
Most active in
Neyrey, Rene' J. has reported serving >5 clients in these states in the last 12 months.
Georgia
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.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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")